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Judge.me Email: Building segments and flow filters

Target customers by what they opened, clicked and bought, how often and when, in segments and flow filters.

Available on the Free plan.

Segments and flow filters share one builder. Pick customers by what they did with your emails, what they bought, and who they are. Then set how often and over what time. The same rules work in a campaign audience and in a flow.


How segments and flow filters work

Each condition reads like a sentence: what the customer did, how many times, when, and any filters on it. Here's how some common conditions read:

  • "Opened email zero times where Campaign is [your campaign]" finds customers who didn't open that campaign, so you can resend it.

  • "Placed order at least 2 times" finds repeat customers, so you can treat them apart from first-time customers.

  • "Placed order at least 1 time since starting this flow", as an exit condition, stops a flow when the customer buys.

  • "Language is any of German" runs a flow only for customers whose language is German.

  • "In segment is not in any of VIP" keeps a segment out of a flow.

1. Conditions

You can build conditions from these groups:

  • Email activity:

    • Received email, Received marketing email, Opened email, Clicked email, Email bounced, Marked email as spam, Unsubscribed from email.

  • Orders:

    • Placed order, Canceled order, Refunded order.

  • Customer details:

    • Language, Email consent (flows only), SMS consent, Signup date, Signup source, Customer tags, Location, Lifetime spend, Order count.

  • Segments (flows only):

    • In segment lets you pick your saved segments, presets and your Shopify segments.

  • Flows only: the order, checkout or cart that started the flow (This order, This checkout, Last order, This cart, This visit), and Flow history.

  • This shipment (entry filters on Order delivered and Out for delivery flows): Shipment is First shipment of the order or A later shipment. It checks the shipment that started the flow, so "Shipment is First shipment of the order" runs the flow only for an order's first shipment. A canceled or failed shipment never counts as the first.

  • This tag change (entry filters on Customer tag added and Customer tag removed flows): Tag that changed is any of or is not any of the tags you pick. It checks the tag that started the flow, so a Customer tag added flow can run only when you add the VIP tag.

2. How many times

Email activity and order conditions take a count: at least, at most, exactly, more than, fewer than or zero times. Counts go from 1 to 10,000.

3. When

You can set the time frame in these ways:

  • Any condition: over all time, in the last N minutes, hours or days, or between N and M ago.

  • Segments also: before, after or between dates. Before and after leave out the day you pick. Between dates includes both days.

  • Flow exit conditions and email exit conditions also: since starting this flow. It counts only what happened since the customer entered the flow this time.

  • Flow entry filters: Times entered this flow and Has entered flow can take a time frame, for example "Has entered flow is any of Winback in the last 30 days".

4. Filters on a condition

Click Add filter to narrow a condition. You can add up to 10 filters and choose whether they must match ALL or ANY. These filters are available:

  • Email activity: Campaign, Flow email, Subject, Email type. Opened email also has Automatic opens (it reads "are excluded"). Clicked email also has Link.

  • Orders: Product, Collection, Order value, Discount code, Sales channel (Online store, Point of Sale, Draft order, Other). Placed order also has Came from email.

Filters apply to each email or order on its own. "Placed order at least 2 times where product includes Earl Grey" means 2 separate orders that each contain Earl Grey. "Includes all of" means one order contains every product you pick.

Automatic opens

Apple Mail's privacy feature opens emails automatically. These opens can make your open rates look high. To leave them out, add the Automatic opens filter to an Opened email condition. Opens from other email clients and security scanners still count.

When flow filters are checked

Flow filters are checked at two points:

  • Entry filters: Checked once, when the customer would enter the flow.

  • Exit conditions: Checked right before each email sends. If the customer matches, that email doesn't send and they leave the flow.
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Supported flows and conditions for segments and flow filters

Segments and flow filters support:

  • Segments: Email activity, Orders and Customer details. Use them as campaign audiences.

  • Flow filters: Your flows, including Welcome, Post-purchase, Product recommendation, Winback, Abandoned checkout, Abandoned cart, Browse abandoned, Back in stock, and custom flows, including ones started by Shopify events (Order fulfilled, Order delivered, Out for delivery, Order cancelled, Refund created, Customer tag added and Customer tag removed). Each has entry filters, flow exit conditions and an exit condition on each email.

  • Conditional splits: In the flow builder, the Path #1 conditions of a split use the same conditions as flow exit conditions. The flow builder is in early access and is available only to certain stores. To learn more, see Editing flows in the flow builder.

  • Back in stock: Email activity, Orders, Customer details and In segment. Order and customer detail rows, except Signup date and Signup source, are marked "(registered shoppers only)".
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Considerations

Before you set up segments and flow filters, review the following considerations:

  • Order rows count orders synced to Judge.me Email. That's up to 24 months back, or 60 days if Judge.me Email can't read all your orders. If your synced orders start later than your store did, order rows show the date they start from.

  • Order count counts the same synced orders, without canceled and fully refunded ones. Lifetime spend is Shopify's total for the customer.

  • Discount code filters appear after a short wait. They show once Judge.me Email has finished reading your past discount codes. Older orders that have no saved discount codes don't match any Discount code filter.

  • "Zero times" includes people who were never sent the email. To keep only people who got it, add Received email for the same campaign or flow email.

  • Email bounced and Marked email as spam only match customers who can't receive marketing emails. Use them to count or leave people out.

  • The segment estimate can read higher than the send. The estimate doesn't remove customers you can't email.

  • Shopify segments in flows can take up to 30 minutes to update. If Shopify can't answer when a customer enters, they enter. If it can't answer at an exit check, the email still sends.

  • Entry filters only affect new entries. Changing them doesn't remove people already in the flow. Exit conditions catch them before their next email.

  • Guests on Abandoned checkout: In entry filters, Order count, Customer tags, Location and Language are ignored for guests, so they never keep a guest out. In exit conditions, only Order count and Customer tags are ignored. A guest never matches a Location or Language exit condition.

  • Guests on Back in stock: A guest never matches a condition marked "(registered shoppers only)", whether it says "is" or "is not".

  • Back in stock customers aren't told. A customer kept out by an entry filter still sees the usual sign-up confirmation, and never gets the restock email.

  • Limits: 25 conditions, 10 condition groups and 10 filters per condition. Up to 100 campaigns, flow emails, products or segments, and 50 collections, in one pick. The campaign picker lists your 200 newest campaigns. Time frames go up to 3,650 days.

  • Large collections on segments: If a collection has more than 2,500 products, the segment builder's estimate shows "Couldn't estimate right now. Try again." You can still send a campaign to that segment: the send dialog shows "We are working out how many people this campaign will reach." for up to 5 minutes while it counts, then you can send.

  • Live flows: You can have up to 250 live flows on one trigger.

  • Not available yet: Site activity in segments (viewed products, added to cart), birthdays, product type or tags, and segments inside segments.
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Build a segment

Available on the Free plan

To build a segment:

  1. From Judge.me Email admin, go to Subscribers > Segments.
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  2. Click Create segment.
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  3. Enter a Segment name.
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  4. Click Add condition.

  5. Search for or select a condition, for example Opened email.

  6. Set how many times and when, for example at least 2 in the last 30 days.

  7. Optional: Click Add filter and pick a filter, for example Campaign.

  8. Optional: Click Add condition or Add condition group for more rules. Then choose whether customers must match ALL or ANY of the conditions.
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  9. Click Save at the top of the page.

Your segment updates on its own as customers' activity changes. If a flow filter uses the segment, the builder shows "Used in N flows. Changes apply there too."


Add filters to a flow

Available on the Free plan

The steps to add filters to a flow depend on whether your store has the flow builder, which is in early access and is available only to certain stores. Most stores don't have it yet.

Step 1: Open Manage filters

To open the filters for a flow (for most stores):

  1. From your Judge.me Email app, go to Flows.

  2. Click the flow you want to filter.

  3. In the Filters card, click Add filters (or Edit if it already has some).
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Step 2: Set entry filters

To choose who can enter the flow (for most stores):

  1. In the Entry filters section, click Add condition.
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  2. Select a condition and set its values.
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  3. Click Save at the top of the page.

Step 3: Set exit conditions

To stop a flow's emails when a condition matches (for most stores):

  1. In the Exit conditions section, click Add condition.
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  2. Select a condition, for example Placed order.

  3. Set the time frame to since starting this flow.
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  4. Click Save at the top of the page.

If you don't see the Filters card on the flow, your store has the flow builder.

Add filters to a flow in the flow builder

To add entry filters or exit conditions to a flow in the flow builder:

  1. From your Judge.me Email app, go to Flows.

  2. Click the flow you want to filter.

  3. Click the Trigger and conditions card at the top of the flow.
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  4. In the Entry filters or Exit conditions section, click Edit.
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  5. Click Add condition.

  6. Select a condition and set its values, for example Placed order since starting this flow as an exit condition.

  7. Click Done.

  8. Click Save.

In the flow builder, links to Manage filters open the flow with Trigger and conditions open.


Add an exit condition to one email

Available on the Free plan

The steps to add an exit condition to one email depend on whether your store has the flow builder, which is in early access and is available only to certain stores. Most stores don't have it yet.

To stop one email in a flow (for most stores):

  1. From your Judge.me Email app, go to Flows.

  2. Click the flow.

  3. On the email, click the ⋯ menu (Email actions).
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  4. Click Edit filters.
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  5. In the Email exit conditions window, click Add condition.
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  6. Select a condition and set its values.

  7. Click Save.

If you don't see Edit filters, your store has the flow builder.

To stop one email in a flow in the flow builder:

  1. From your Judge.me Email app, go to Flows.

  2. Click the flow.

  3. Click the email.

  4. In the Exit conditions section, click Edit.

  5. In the Email exit conditions window, click Add condition.

  6. Select a condition and set its values.

  7. Click Done.

  8. Click Save.

The customer skips that email and leaves the flow if they match when it's due to send.


Interactions

  • Segments used in flows: Editing a segment changes who it lets in or out of every flow that uses it. If you delete it, those filters point at a deleted segment that nobody is in. Manage filters shows "A filter uses a deleted segment. Update it so the flow works as expected." (for most stores).

  • Back in stock: On stores without the flow builder, Manage filters warns that customers kept out (entry) or matched (exit) won't get the restock email they signed up for.

  • Your existing segments and filters: They moved into the new builder and match the same people as before. Presets can't be edited. Click Duplicate to edit to start from one.
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Troubleshoot


My "didn't open" segment is much bigger than the campaign's audience

Issue:

A segment that uses "Opened email zero times" has many more people than the campaign reached.

Why it happens:

"Zero times" also counts people who were never sent that campaign.

How to fix:

Add Received email for the same campaign. Then choose that customers must match ALL of the conditions.


"Order count is at least 2" doesn't match someone I know ordered twice

Issue:

A customer who ordered twice isn't in a segment that uses "Order count is at least 2".

Why it happens:

Order count only counts orders synced to Judge.me Email, about 24 months back, or 60 days if Judge.me Email can't read all your orders. It leaves out canceled and fully refunded orders.

How to fix:

If your synced orders start late, Placed order rows show the date they start from. Orders from before that date aren't counted.


I can't find Discount code in Add filter

Issue:

The Discount code filter isn't in the list after you click Add filter.

Why it happens:

Judge.me Email is still reading your past discount codes.

How to fix:

Check again later. The filter appears once Judge.me Email has finished.


The estimate says "Couldn't estimate right now. Try again."

Issue:

The segment builder can't show how many customers match.

Why it happens:

Very large stores can take too long to count. A segment that uses a collection with more than 2,500 products is never counted in the segment builder.

How to fix:

For a very large store, try again later. Either way, the segment still saves, and the campaign send dialog counts it before you send.


A customer entered a flow even though they're not in my Shopify segment

Issue:

A customer who isn't in your Shopify segment entered a flow that filters by it.

Why it happens:

Shopify segments can take up to 30 minutes to update. If Shopify couldn't answer when the customer arrived, they were let in rather than lost.

How to fix:

No fix is needed. Add an exit condition if you want to stop their emails.


A Back in stock customer never got their restock email

Issue:

A customer signed up for a restock alert, but the email never arrived.

Why it happens:

The flow's entry filters or exit conditions may have kept them out. A guest never matches a condition marked "(registered shoppers only)", and a customer who doesn't match isn't told.

How to fix:

Check the flow's entry filters and exit conditions in Manage filters. In the flow builder, they're on the Trigger and conditions card at the top of the flow.


Resources

  1. Segments from email engagement:
    ➡️ Building segments from email engagement

  2. Automated flows:
    ➡️ Understanding your automated flows

  3. See our latest updates:
    ➡️ Check our Unboxed page to discover newly launched features and improvements from Judge.me. See what's new and start using the latest updates to grow your store.

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