Build a customer segment
Create your first segment.
Learn how to create targeted customer segments in Bird. In this guide, you'll learn how to:
Create and name custom segments based on specific criteria
Set up list membership conditions to filter contacts
Define engagement rules based on message interactions
Combine multiple conditions using And/Or logic
Save and manage your segments for future use
Step-by-step guide
Step 1: Navigate to Segments
Go to Marketing > Audience > Lists & Segments.
Click Create new segment in the top-right corner.
Step 2: Name your segment
Enter a clear, descriptive name (e.g., Newsletter engaged).
Optionally, add a description and tags to help with search and organization.
Step 3: Add segment conditions
Click to Add a definition.
Choose a condition type from the dropdown. Common examples include:
Properties of contact
Something was done or not done
If someone is or is not in a list
If someone can receive marketing
Example:
To target users who are subscribed to Email and have opened at least one email in the last 60 days:
First condition:
Select "Properties of contact"
Choose Email Subscription equals Subscribed
Click the + button to add another condition. This gets added as an AND condition by default. You can click on it to switch to OR if needed
Second condition:
Select "Something was done or not done"
Choose the event "Opened message"
Set it to At least once in the last 60 days
Step 4: Combine conditions
Use "AND" if contacts must meet all conditions.
Use "OR" if contacts can meet any of the conditions.
You can continue adding and combining conditions to fine-tune your segment.
Step 5: Save your segment
Once all your definitions are set, click Save. Your segment will now appear in your Lists & Segments tab and automatically update as contacts meet (or no longer meet) the conditions.
Example: Segment your contacts based on purchase behavior
You can build an segment to target contacts based on activity in an ecommerce store like Shopify.
You'll need to have an ecommerce store integration installed to be able to set up this segment.
In this example, we'll show you how to create an segment of contacts who have:
Not placed an order for a product in the last 90 days.
Go to Lists & Segments > Create new > Create segment.
Under segment definition, select “Something was done or not done” from the dropdown, then in the event dropdown choose your event e.g. Placed order
Set up the rest of the filter as follows: Zero times in the last 90 days.
If you want to further filter on this condition you can add a Where filter
Below the condition that we just set up, click the nested '+'.
Click the Select event property dropdown, and choose Product Name
Select Equals if you want to give the full product name or Select Product Name in Catalog if you want to select a specific product from a dropdown
Select contains if you want give a single word which is in your product name
Click Save segment to save your segment.
Note: If you want to use multiple words in the Product Name using contains, you cannot use spaces. Instead, you will need to add one more condition under Where using the same property
Commonly Used Segments
Example 1: Segment your contacts based on message interactions
You can build an segment to target contacts based on how they've interacted with marketing messages that you have sent via Bird.
In this example, we'll show you how to create an segment of contacts who have:
Clicked or opened an email you sent them at least twice in the last 30 days.
Go to Marketing > Audience > List and segments > Create new > Create segment.
Under segment definition, select “Something was done or not done”
Under Email events, choose Opened Message.
Set up the rest of the filter as follows: At least 2 times In the last 30 days.
Okay, now let's take it a step further. Let's say we want to segment contacts who have done all of the above AND clicked a link in any of the emails you've sent them in the last 30 days:
Click Add new condition by clicking on + icon which is on the outer side
Select "Something was done or not done” > Select event dropdown.
Under Email events, choose Clicked Message link
Set up the rest of the filter as follows: At least once In the last 30 days.
But what if we've sent multiple campaigns over the last 30 days, and we want target contacts who have clicked a specific link? We can do that too:
Below the condition that we just set up, click the nested '+' to add a Where condition.
Click the Select event property drop-down.
Select Link URL from the list.
Set up the rest of the filter as follows: equals <URL of link>.
Example 2: Segment your contacts based on who received a message from a campaign
To find out the recipients of a campaign, i.e. to whom campaign was sent or delivered, we can also create a segment using event conditions.
To create a segment of everyone to whom campaign was sent:
Select "Something was done or not done” > Select event dropdown.
Under Messaging events, choose Sent Message
Set up the rest of the filter as follows: At least once over all time
Add a Where condition by clicking on the nested + icon
Select Campaign equals <campaign-name> from the dropdown. You can search by Campaign name or ID (from the URL)
To create a segment of everyone to whom campaign was delivered:
Select "Something was done or not done” > Select event dropdown.
Under Messaging events, choose Received Message
Set up the rest of the filter as follows: At least once over all time
Add a Where condition by clicking on the nested + icon
Select Campaign equals <campaign-name> from the dropdown. You can search by Campaign name or ID (from the URL)
