Segment by Popup Opt In Source

Who gets this? Shops on all Postscript plans have access to this feature. Learn more about Postscript Plans.

By targeting subscribes based on which popup they opted in with, you can create a unique and personalized SMS experience for your subscribers throughout their customer journey. 

In this article, we'll walk you through how to segment by which popup your subscribers have opted in with. We'll also cover some pro tips you can implement to ensure you target the correct pocket of your subscriber base. 

Key Information


  • You can segment by popup-specific data (e.g., Labor Day Popup, Early Access Popup, etc.) or by general opt in data (e.g., All desktop popups, all mobile popups, keywords).
  • Segment filters that pull popup-specific data only apply to confirmed opt-in popups.
  • Mobile popups that leveraged two-touch opt-in will be attributed to the keyword associated with that popup.
  • Segmenting by popup-specific data captures data dating back to March 2022 to present. This filter will only include subscribers who opted in to your SMS program during March 2022 and onward.
  • Segmenting by general opt in data captures all-time historical data and will include all subscribers who opted in to any desktop popup or mobile popup (or keyword) over all time.
  • For optimized targeting, we do not recommend combining these two types of filters-- general opt in data and popup-specific data. The combination of the two filters will not account for subscribers who opted in before March 2022.

Segment by Popup


segmentbypopup.gif

  1. From your Postscript Dashboard, select Messaging. Then select Segments.
  2. In the upper-right corner, select the Create Segment button.
  3. Name your segment. We recommend naming it something that's easy to identify in your list of segments later.
  4. Define your criteria. Choose the criteria Subscriber Opt-In Source and a corresponding parameter (e.g., equals or not equal to).
  5. In the next drop down, select or type the name of a specific popup (e.g., Early Access Desktop Popup) or select a general opt-in source (e.g., All desktop popups, All mobile popups).
  6. Save your segment by selecting the Save Segment button in the lower-right corner.
   Remember! For optimized targeting, we do not recommend combining the general opt in data filters (e.g., All desktop popups, All mobile popups) with popup-specific data filters (e.g., Early Access Desktop Popup). The combination of the two filters will not account for subscribers who opted in before March 2022.

Pro Tips


In this section, we'll outline how build your segments so you can target the correct audience.

Using the popup-specific subscriber filter to capture desktop or mobile popup subscribers only.

For example, the segment below uses popup-specific logic (shown below as Popup3). This filter will only capture desktop and mobile popup subscribers who opted in after March 2022 except those who opted in from Popup3. This filter does not include keyword subscribers.

To account for all historical data, be sure to use All desktop popups or All mobile popups.

Segmenting by general opt in data captures all-time historical data and will include all subscribers who opted in to any desktop popup over all time as shown below.

Screenshot 2023-09-05 at 3.49.12 PM.png

Using OR logic to refine your segments.

We do not recommend combining general opt in data (shown below as All desktop popups) and popup-specific data (shown below as Popup3). The logic shown in the combination of the two will not include subscribers that opted in before March 2022.

If you are looking to exclude a single popup source from your segment, consider using the OR logic with parameters that include your desired popups. For example, if you have three popups (Popup1, Popup2, and Popup3) and want to exclude Popup3, use the following logic to capture subscribers who opted into your SMS program with Popup1 or Popup2 only:

FAQs


  • Does someone need to opt-in to a popup for it to be visible within the user filter? No, individual, or specific, popups will be visible within the opt-in source user filter as soon as they’re created. However, the “All desktop popups” and “All mobile popups” options will only be available once someone opts in through a desktop or mobile popup respectively.
  • Does the subscriber opt-in source filter include popups that are a part of A/B tests? Yes, popups in the opt-in source filter also target A/B tests using those popups. This works automatically - there is no additional configuration required when a popup goes into or out of the A/B test.

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

Need ongoing channel strategy guidance? Please fill out this form and we'll connect you to one of our certified partners.

Was this article helpful?
0 out of 0 found this helpful