How to Use Tracking Page Segmentation
Plans: Trial, Non-API Enterprise Platforms: All platforms
Using segmentation in branded tracking pages helps you provide your customers with a unique post-purchase experience based on specific order information. Segmentation empowers you to create more compelling tracking experiences providing the most relevant content directly to your customers.
In this tutorial, we’ll discuss:
How to create segmentation rules
Learn about different conditions
How to manage segmentation
Key notes
FAQs
Log in to AfterShip Tracking admin account
Navigate to Tracking pages > Segmentation
Click Add segmentation rule
Fill in the rule name
Select the Tracking page variation (The page you want to show for this segmentation)
Select All conditions or Any conditions to define the way you want to combine the conditions:
All conditions: With this, any additional condition will automatically be checked as an “AND” condition where all the listed conditions must be met for the segment to apply.
Any conditions: With this, any additional condition will automatically be checked as an “OR” condition where any one listed condition must be met for the segment to apply.
When you want a segment to apply to multiple values for the same attribute, use Any condition. For example, if you create a segment of customers that have bought summer or spring collections.
Contains: For a text property, the text value contains a certain set of characters (e.g. if an SKU contains “PO-TS”, a product - PO-TS000 will hit the rule).
Does not contain: For a text property, the text value does not contain a certain set of characters (e.g. if an SKU does not contain “PO-TS”, a product - TX-AU000 will hit the rule).
Hit the Save button once you are done
Product collection: You can group your products into collections to make it easier for customers to find them by category.
Product types: A product type is a label that you can define and that describes the category of a product.
Product tags: You can add tags to your products. For instance, you can add the New arrival tag to all the newly created products.
Customer tags: You can also add tags to your customers. For instance, you can add the New tag to all the newly created customers.
Note: We support all conditions under the Shipment and Custom fields for all shipments/orders. However, most Conditions under the Order, Items, and Customer categories are only supported for shipments/orders imported via specific platforms. Check the chart below for the details.
Check all the conditions in detail here. (Select the "Open with Browser" option to view the file.)
You can set the priority for your segmentation rules in case you have multiple rules. Just drag a particular rule up or down to change its priority.
Use case: Let’s suppose an order contains a collection of products that meet rules A and B simultaneously. In such a case, if the priority of rule A is higher than B, then you will be directed to tracking page A.
You can easily change the name, tracking page, and conditions of a segmentation rule by clicking it.
To activate a segmentation, you need to use the universal URL. It distributes users to the desired destination page based on the segmentation rules.
If you are using an iframe/proxy, there will be a Universal URL for you to select.
If you are using Notification, you can use the merge tags Tracking URL or Order URL (universal URL) which displays your customer the tracking page of the individual shipment or the order in which it includes all the shipments. It will show the default tracking page or variation based on your segmentation rules.
1. What happens if an order contains multiple products?
If an order contains multiple products, the redirection will depend on whether any product from that order matches any segmentation rule.
Let’s understand this via examples:
Let’s suppose an order contains a sofa and a candle. While the sofa matches the segmentation rule A, the candle doesn’t match any segmentation rule. Then, the customer will be redirected to tracking page A.
Again, let’s suppose an order contains a sofa and a candle. In this case, the sofa matches the segmentation rule A, and the candle matches the segmentation rule B. If the priority of A is higher than B, then the customer will be redirected to tracking page A.
2. What happens when the condition title can’t be found in the shipment/order?
If you have set up one condition, and there is no such field in your shipment/order, then the redirection will bypass verifying the set-up condition.
Example 1 - The condition “order tag” containing “summer” is being set up, which matches the segmentation A. If a shipment that gets imported via tracking API does not have the field “order tag”, then it will bypass verifying this condition, and the customer will be redirected to segmentation A.
Example 2 - The condition “custom fields A is any of 'A', 'B'" is being set up which matches the segmentation A. If a shipment that gets imported via tracking API does not have the field “custom fields A”, then it will bypass verifying this condition, and the customer will be redirected to segmentation A.
3. What happens when the condition value is empty in the shipment/order?
If you have set up one condition, and there is no value under this condition field in your shipment/order, the redirection will recognize it as a mismatch to the condition.
Example - The condition “order tag” containing “summer” is being set up, which matches the segmentation A. If the value under the “order tag” from an order is empty, it will be recognized that this order does not match the condition, and hence, the customer will not be redirected to segmentation A.
If you have any queries, feel free to connect with our support team for quick assistance.
Overview
Using segmentation in branded tracking pages helps you provide your customers with a unique post-purchase experience based on specific order information. Segmentation empowers you to create more compelling tracking experiences providing the most relevant content directly to your customers.
What you’ll learn
In this tutorial, we’ll discuss:
How to create segmentation rules
Learn about different conditions
How to manage segmentation
Key notes
FAQs
How to create segmentation rules
Log in to AfterShip Tracking admin account
Navigate to Tracking pages > Segmentation
Click Add segmentation rule
Fill in the rule name
Select the Tracking page variation (The page you want to show for this segmentation)
Select All conditions or Any conditions to define the way you want to combine the conditions:
All conditions: With this, any additional condition will automatically be checked as an “AND” condition where all the listed conditions must be met for the segment to apply.
Any conditions: With this, any additional condition will automatically be checked as an “OR” condition where any one listed condition must be met for the segment to apply.
When you want a segment to apply to multiple values for the same attribute, use Any condition. For example, if you create a segment of customers that have bought summer or spring collections.
| Attribute | Operator | Values |
|---|---|---|
| Product collection | contains | Summer |
| Product collection | contains | Spring |
Operator Definitions
Contains: For a text property, the text value contains a certain set of characters (e.g. if an SKU contains “PO-TS”, a product - PO-TS000 will hit the rule).
Does not contain: For a text property, the text value does not contain a certain set of characters (e.g. if an SKU does not contain “PO-TS”, a product - TX-AU000 will hit the rule).
| Operator | Description |
|---|---|
| is equal to | Equals |
| is not equal to | Does not equal |
| Is any of | Is equal to one of multiple values |
| Is none of | Is not equal to any of multiple provided values |
| is greater than | Greater than |
| is greater than or equal to | Greater than or equal to |
| is less than | Less than |
| is less than or equal to | Less than or equal to |
| Contains | For a text property, the text value contains a certain set of characters (e.g. “6278sPO-TS” contains “PO-TS”) |
| Does not contain | For a text property, the text value contains a certain set of characters (e.g. “6278sPO-TS” contains “PO-TS”) |
| Starts with | For a text property, the text value does not contain a certain set of characters(e.g. “6278sPO-TS” does not contains “SO-TS”) |
| Ends with | For a text property, the text value ends with certain set of characters (e.g. “SM2637” starts with “37”) |
Hit the Save button once you are done
Learn about different conditions
Product collection: You can group your products into collections to make it easier for customers to find them by category.
Product types: A product type is a label that you can define and that describes the category of a product.
Product tags: You can add tags to your products. For instance, you can add the New arrival tag to all the newly created products.
Customer tags: You can also add tags to your customers. For instance, you can add the New tag to all the newly created customers.
Note: We support all conditions under the Shipment and Custom fields for all shipments/orders. However, most Conditions under the Order, Items, and Customer categories are only supported for shipments/orders imported via specific platforms. Check the chart below for the details.
Check all the conditions in detail here. (Select the "Open with Browser" option to view the file.)
How to manage segmentation
Set Priority
You can set the priority for your segmentation rules in case you have multiple rules. Just drag a particular rule up or down to change its priority.
Use case: Let’s suppose an order contains a collection of products that meet rules A and B simultaneously. In such a case, if the priority of rule A is higher than B, then you will be directed to tracking page A.
Edit Rules
You can easily change the name, tracking page, and conditions of a segmentation rule by clicking it.
Key Notes
To activate a segmentation, you need to use the universal URL. It distributes users to the desired destination page based on the segmentation rules.
If you are using an iframe/proxy, there will be a Universal URL for you to select.
If you are using Notification, you can use the merge tags Tracking URL or Order URL (universal URL) which displays your customer the tracking page of the individual shipment or the order in which it includes all the shipments. It will show the default tracking page or variation based on your segmentation rules.
FAQs
1. What happens if an order contains multiple products?
If an order contains multiple products, the redirection will depend on whether any product from that order matches any segmentation rule.
Let’s understand this via examples:
Let’s suppose an order contains a sofa and a candle. While the sofa matches the segmentation rule A, the candle doesn’t match any segmentation rule. Then, the customer will be redirected to tracking page A.
Again, let’s suppose an order contains a sofa and a candle. In this case, the sofa matches the segmentation rule A, and the candle matches the segmentation rule B. If the priority of A is higher than B, then the customer will be redirected to tracking page A.
2. What happens when the condition title can’t be found in the shipment/order?
If you have set up one condition, and there is no such field in your shipment/order, then the redirection will bypass verifying the set-up condition.
Example 1 - The condition “order tag” containing “summer” is being set up, which matches the segmentation A. If a shipment that gets imported via tracking API does not have the field “order tag”, then it will bypass verifying this condition, and the customer will be redirected to segmentation A.
Example 2 - The condition “custom fields A is any of 'A', 'B'" is being set up which matches the segmentation A. If a shipment that gets imported via tracking API does not have the field “custom fields A”, then it will bypass verifying this condition, and the customer will be redirected to segmentation A.
3. What happens when the condition value is empty in the shipment/order?
If you have set up one condition, and there is no value under this condition field in your shipment/order, the redirection will recognize it as a mismatch to the condition.
Example - The condition “order tag” containing “summer” is being set up, which matches the segmentation A. If the value under the “order tag” from an order is empty, it will be recognized that this order does not match the condition, and hence, the customer will not be redirected to segmentation A.
If you have any queries, feel free to connect with our support team for quick assistance.
Updated on: 18/07/2024
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