Create a segment based on purchase history

Learn to use the purchase block to create a segment of your contacts based on their purchase history.

Overview

The purchase block can be used with our segment builder to segment and target your contacts based on their purchase history. It offers additional capabilities when compared to filtering directly on order insight data. For example, you can filter orders by the full set of product fields, metadata, and category data.

The purchase block lets you filter your contacts by:

• Catalog
  The catalog the product they purchased was in.
• Products
  The products they purchased.
• Purchase filter
  A variety of product criteria, such as order count, order total, delivery method, billing address, price, and more.
• Date filters
  Various options for filtering by purchase date and the anniversary of a purchase.
• Category
  The category of previously purchased products.

Before you start

Things you need to know:

• You must have order data in your account.
• The purchase block is used with our segment builder.
  

  To learn more about segment builder, check out the article Create a segment.

Create a segment with the purchase block

To use the purchase block:

1. Go to Email > Contacts > Segments.
2. Select +New segment, then Blank template.
3. From the left-side of the segment builder, under the heading Ecommerce, drag the Purchase block into either the Include or Exclude areas of the segment builder.
4. Select the Purchase block to open its settings menu.
5. For Catalog select the catalog you want to target purchases from.
   

   If you only have one catalog, it's selected for you by default.

6. To filter by product fields, select Choose products. Then select the product field you want to filter by, choose the operator, and enter the value. When complete, select Okay.
   

   Operator options are:

   • is equal to
   • is not equal to
   • contains
   • starts with
   • ends with
   • is empty
   • is not empty

7. To filter by purchase filters for order count and order fields:
   1. Select Set purchase filters, for Order count is, choose an operator and then enter an order amount to filter by. 
      
   2. For order fields, expand the Order fields drop-down menu, and choose the Order field you want to filter by, then choose the operator, and enter the value. When complete, select Okay.
      

      Operator options are:

      • is equal to
      • is not equal to
      • contains
      • starts with
      • ends with
      • is empty
      • is not empty

8. To filter by a store category, select Set category filters, then choose the categories to filter by. When complete, select Okay.
9. To filter by purchase date, select Set date rules, choose the purchase date filter you want to use – occurs, anniversary occurs, does not occur –, then choose the operator, and enter the value. When complete, select Okay.
   

   Operator options are:

   • today
   • before
   • on or before
   • after
   • on or after
   • more than
   • in the next
   • in the last
   • between
   • on the date

   Today vs in the last one day: The today operator works based on calendar date, while in the last one day would return results from the full preceding 24 hours.

10. Select Okay, then select Save to save your segment.