Creating and Managing Custom Event Segments in SendX

In this video, we will learn how to create and manage custom event segments in SendX. Follow the step-by-step guide below to get started.

Step-by-Step Guide

Creating a Custom Event Segment

1. Navigate to the segment page.
2. Click on the Create Segment button in the navigation bar.
3. Enter a name for your segment in the name field.
4. Click on the + New Group button to add a new condition group.
5. Click on the + Add Condition button to add a new condition to the group.
6. Select an entity from the drop-down menu under condition.
7. Select Custom Events from the choose an entity drop-down menu.
8. Choose an action by clicking on the Choose an Action drop-down menu.
9. Select the Login event from the choose an action drop-down list.
10. Set the condition by choosing Has Been Performed from the drop-down menu.
11. Enter the number of times the action has been performed. For example, set the frequency to one to fetch all contacts who have performed login at least once.
12. Click Save.
13. Click on the Update Contacts button to refresh the contacts list.

Now, you should see the contacts who have performed the login event.

Editing the Segment for Multiple Logins

1. Edit the segment by pressing the edit icon.
2. Change the number of times the login has been performed to two.
3. Click Save.
4. Click on the Update Contacts button to see the new results.

Now, you will see contacts who have performed login at least twice.

Filtering Logins Within a Specific Time Frame

1. Select Forever from the drop-down menu in the condition settings.
2. Select In the Last from the drop-down menu in the condition settings.
3. Specify the number of days over which the segment will evaluate the number of custom events. Change this value to two.
4. Click Save to apply the changes to the condition.
5. Click on the Update Contacts button in the contacts preview section.

Now, you will see a contact that performed multiple logins in the last two days.

Using Custom Event Properties

1. Click on the Audience tab in the navigation bar.
2. Select Segments from the drop-down menu under the audience tab.
3. Click on the + Create Segment button in the top right corner to start creating a new segment.
4. Enter a name for the segment in the name field, e.g., Login via Google.
5. Click on the + New Group button to add a new group for segment conditions.
6. Click on the + Add Condition button to add a new condition to the group.
7. Select Custom Events from the drop-down menu.
8. Select Login from the choose an action drop-down list.
9. Click on Properties from the drop-down options.
10. Click on the Select drop-down menu to define the properties of the condition.
11. Select Via from the drop-down list.
12. Select Equal from the drop-down options.
13. Enter Google into the text field within the form.
14. Click Save within the form.
15. Click the Update Contacts button in the contacts preview section.

Now, you will see the contact which used Google to log into the system.

Conclusion

Thank you for following along. We've explored all the necessary tools for utilizing segments with custom events in SendX. Enjoy your creative journey and keep an eye out for more videos like this.