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.
You have set up 5 tracking pages that differ in design and functionality. You can decide which tracking page will be shown to which customer based on predefined criteria and rules.
If a customer purchases an item from the women’s collection, they are directed to tracking page 1.
If a customer purchases an item from the men’s collection, they are directed to tracking page 2.
If a customer purchases products from both the men’s and women’s collections, they are directed to tracking page 3.
If a customer buys a product with tag X, they are directed to tracking page 4.
If a customer’s profile includes the subscriber tag, they are directed to tracking page 5.
In this tutorial, we’ll discuss:
How to create segmentation rules
Learn about different conditions
How to manage segmentation
Activating segmentation with Universal URL
Additional considerations
FAQs
Log in to your AfterShip Tracking admin.
Navigate to Tracking pages > Segmentation. Segmentation rules configuration is carried out in three steps.
Your default tracking page is shown to customers who don't meet any segmentation rules. Your default order lookup page is shown to customers before they enter an order or tracking number. If you wish to change your default tracking page, click Change page and select the page you want to set as default. This change will apply everywhere you have set your default tracking page.
This step is optional and you can skip it if you do not want to change your default tracking page.
In this step, you can start creating segmentation rules for the tracking page variations you've created to offer customer customized tracking experience based on their order information, product details and attributes, geographic information, shipment details, and custom fields.
Click Create rule.
On the rule configuration window, fill in the following details.
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:
a. 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.
b. 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.
Example: 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).
Set the window when this rule is active. This is useful if you want to show this page only at certain times of the year. You can choose between the following actions.
a. Always: If you choose Always for the active time, it means that the rule is always in effect — there is no time restriction.
b. Specific time window: Allows you to set a range of time during which the rule is active. This means the rule will only be active within the specified starting and ending times. You can further narrow down the active window based on the timezone. The timezone configuration will decide which timezone the rule should follow.
Please note:
When a scheduled segment becomes active, customers will experience the content assigned to that segment, rather than the default experience specified in the Default tracking experience.
Once the scheduled period concludes, the segment will no longer apply, and traffic will return to the default experience. To set up an experience for a scheduled segment, the experience to be assigned must be created before the segment is scheduled.
Hit the Save button once you are done.
You can set the priority of 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 on the rule to access the configuration window.
Universal URL is a special URL that is used to direct users to different destinations based on segmentation rules. Segmentation refers to dividing users into different groups (or segments) based on certain criteria (like behaviors, demographics, or preferences). The Universal URL ensures that users are routed to the appropriate destination tracking page according to these rules.
When a user interacts with the Universal URL, our system will assess the segmentation rules and then send the user to the appropriate destination page based on those rules.
For example, one user may be sent to Tracking page 1, while another may be directed to a Tracking page 2, depending on how they fit into the segmentation criteria.
Example user journey
A user clicks the Universal URL, which can be located on the store navigation or any other link.
After clicking the link, the user enters specific information, like their order number and email, on the default order lookup page. This input helps in identifying the user and applying the appropriate segmentation rules.
Based on the segmentation rules, after entering the necessary information, the user will be redirected to the specific page that is most relevant to them.
We support all conditions under the Shipment and Custom fields for all shipments and orders imported from different sources and via different methods to AfterShip Tracking. However, most Conditions under the Order, Items, and Customer categories are only supported for shipments and 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.)
If you are using an iframe code or proxy URL to embed tracking on your online store, there will be a Universal URL for you to select.
If you are using Notifications, 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.
Example
You have set up 5 tracking pages that differ in design and functionality. You can decide which tracking page will be shown to which customer based on predefined criteria and rules.
If a customer purchases an item from the women’s collection, they are directed to tracking page 1.
If a customer purchases an item from the men’s collection, they are directed to tracking page 2.
If a customer purchases products from both the men’s and women’s collections, they are directed to tracking page 3.
If a customer buys a product with tag X, they are directed to tracking page 4.
If a customer’s profile includes the subscriber tag, they are directed to tracking page 5.
What you’ll learn
In this tutorial, we’ll discuss:
How to create segmentation rules
Learn about different conditions
How to manage segmentation
Activating segmentation with Universal URL
Additional considerations
FAQs
How to create segmentation rules
Log in to your AfterShip Tracking admin.
Navigate to Tracking pages > Segmentation. Segmentation rules configuration is carried out in three steps.
Step 1: Set default tracking page
Your default tracking page is shown to customers who don't meet any segmentation rules. Your default order lookup page is shown to customers before they enter an order or tracking number. If you wish to change your default tracking page, click Change page and select the page you want to set as default. This change will apply everywhere you have set your default tracking page.
This step is optional and you can skip it if you do not want to change your default tracking page.
Step 2: Create segmentation rules
In this step, you can start creating segmentation rules for the tracking page variations you've created to offer customer customized tracking experience based on their order information, product details and attributes, geographic information, shipment details, and custom fields.
Click Create rule.
On the rule configuration window, fill in the following details.
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:
a. 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.
b. 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.
Example: 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 |
All supported conditions
| Category | Field | Description |
|---|---|---|
| Order | Total Billing Amount | The total amount paid for the order. |
| Order | Tags | Tag associated with the order. |
| Order | Order number | Unique identifier for the order. |
| Item | SKU | Stock Keeping Unit (SKU) of the item. |
| Item | Product type | The type/category of the item. |
| Item | Product collections | Collection or grouping to which the item belongs. |
| Item | Product tags | Tags to define or categorize the item. |
| Customer | State | The state listed in the customer’s account. |
| Customer | Zip | The zip code in the customer’s account. |
| Customer | Country | The country listed in the customer’s account. |
| Customer | Tags | Tags associated with the customer. |
| Shipment | Carrier | The primary carrier used for the shipment. |
| Shipment | Destination State | The destination state for the shipment. |
| Shipment | Destination Zip | The destination zip code for the shipment. |
| Shipment | Destination Country | The destination country for the shipment. |
| Shipment | Tags | Tags associated with the shipment. |
| Shipment | Title | The title or name of the shipment. |
| Custom fields | 「title」 | Custom fields or attributes related to the shipment. |
Supported 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”) |
Step 3: Schedule segmentation rules
Set the window when this rule is active. This is useful if you want to show this page only at certain times of the year. You can choose between the following actions.
a. Always: If you choose Always for the active time, it means that the rule is always in effect — there is no time restriction.
b. Specific time window: Allows you to set a range of time during which the rule is active. This means the rule will only be active within the specified starting and ending times. You can further narrow down the active window based on the timezone. The timezone configuration will decide which timezone the rule should follow.
Please note:
When a scheduled segment becomes active, customers will experience the content assigned to that segment, rather than the default experience specified in the Default tracking experience.
Once the scheduled period concludes, the segment will no longer apply, and traffic will return to the default experience. To set up an experience for a scheduled segment, the experience to be assigned must be created before the segment is scheduled.
Hit the Save button once you are done.
How to manage segmentation
1. Set priority
You can set the priority of 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.
2. Edit rules
You can easily change the name, tracking page, and conditions of a segmentation rule by clicking on the rule to access the configuration window.
Activating segmentation with Universal URL
Universal URL is a special URL that is used to direct users to different destinations based on segmentation rules. Segmentation refers to dividing users into different groups (or segments) based on certain criteria (like behaviors, demographics, or preferences). The Universal URL ensures that users are routed to the appropriate destination tracking page according to these rules.
How the Universal URL works
When a user interacts with the Universal URL, our system will assess the segmentation rules and then send the user to the appropriate destination page based on those rules.
For example, one user may be sent to Tracking page 1, while another may be directed to a Tracking page 2, depending on how they fit into the segmentation criteria.
Example user journey
A user clicks the Universal URL, which can be located on the store navigation or any other link.
After clicking the link, the user enters specific information, like their order number and email, on the default order lookup page. This input helps in identifying the user and applying the appropriate segmentation rules.
Based on the segmentation rules, after entering the necessary information, the user will be redirected to the specific page that is most relevant to them.
Additional considerations
We support all conditions under the Shipment and Custom fields for all shipments and orders imported from different sources and via different methods to AfterShip Tracking. However, most Conditions under the Order, Items, and Customer categories are only supported for shipments and 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.)
If you are using an iframe code or proxy URL to embed tracking on your online store, there will be a Universal URL for you to select.
If you are using Notifications, 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: 19/11/2024
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