Segmento

🎥 Prefer video? Watch our full Segmento setup guide here: -

https://video-faq.viasocket.com/demo/cm66er2h105boxl0iftwotzmr

Step 1: Log in and Access Segmento

• Log in to your MSG91 panel.

• Select Segmento from the menu.

Once you enter Segmento, you’ll land on the Segment dashboard.
At the top-left, you’ll find your default phonebook. Click on it to either:

• Use the default phonebook, or

• Create a new phonebook as per your requirement.

Step 2: Use the Default Phonebook (Recommended)

We suggest using the Default phonebook to manage all your contacts and events efficiently. It reduces the chances of duplicate contacts and simplifies segmentation.

Step 3: Customize Columns

Click on Column Settings to add or modify fields:

• Select from existing fields.

• Or click “Add Column” to create custom fields.

Enter your field name and select the appropriate type. Then click Add.

Step 4: Add Contacts

Click on Add Contacts to start uploading your contacts into the phonebook.

You can add contacts in any of the following ways:

➕ Upload CSV

🔄 API Integration

🔌 Third-Party Sync (e.g., Zapier, Pabbly)

After uploading, map the columns to the correct attributes using the dropdown provided.

🆕 Step 5: [Optional] Set TTL (Time-to-Live) for Known Contacts

Now you can choose to auto-delete known contacts from a phonebook after a set number of days.

🔧 How to Enable TTL:

1. While creating or editing a phonebook.

2. Set a numeric value (in days) for how long the known contacts should remain.

For example: "known_expiry": 5

This will automatically remove known contacts after 5 days.

⚠️ This feature is disabled by default. You must manually configure it in the segmento section if you want to enable it.

✅ You're All Set!

By following these steps, you can quickly configure Segmento, upload your entire contact database, and now even manage automatic contact expiry to keep your data fresh and relevant.

📩 Need Support?
Reach out at

[email protected]

After uploading contacts to the phonebook, you can create segments based on your requirements.

Filter users based on column values, analyze the data & save the segments for future reference if needed.

To apply filters, Click on Filter and Create Segment

Set the condition and value for filtering, then click the Apply button. Use the + add condition option to add more conditions to filter segments. The Add Condition option uses "AND" logic, meaning both conditions must be true.

The Add Condition Group option lets you filter using "OR" logic, allowing you to choose one condition or another. You can add multiple condition groups for more flexibility.

Once you add the conditions, the filtered list of users will appear below. To launch a campaign without saving the segment, simply click Launch Campaign & then simply select a existing campaign flow or click on create campaign flow to send it instantly.

After selecting the campaign, map the mobile details and variables, then click Launch to run the campaign. Alternatively, use the Test Run button to test on your own number before launching in bulk

if you wish to save the segment for future use, click on Create Segment, enter a segment name, and click Save for future use.

After saving the segment, you can view the complete list of saved segments on the left-hand side of the dashboard.

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Automating campaigns in Segmento is simple and highly effective. With features like triggers and repeaters across multi-channel platforms, you can set up campaigns that run seamlessly based on user actions. Whether it's sending timely notifications, follow-ups, or engaging messages via SMS, email, WhatsApp, and more, Segmento ensures your campaigns are more personalized and automated for maximum impact.

1) Triggers in Segmento

Triggers are automated actions that occur when specific user behaviors or events take place. For example, you can set a trigger to send a welcome email when a user signs up or an abandoned cart reminder when a purchase is not completed. Triggers are customizable, allowing you to select the segment and set automation trigger seamlessly. Once set up, triggers automatically run when new customers meet specific conditions

How to Set Up Triggers in Segmento

After creating a segment, click on Create Automation, then select Create Trigger.

After selecting on Create Trigger, you'll be get an option to select a segment. Once you select the segment, you'll see the option to set a Wait - Minutes before sending another message to the same contact. This allows you to define a time limit for sending another message if the same client engages in the same activity within the specific segment. Next, choose the campaign flow from the list of existing campaigns or click on Create Campaign to design the campaign flow as needed.

After selecting the campaign, click Next, then map the required variable values. Once done, click the Save button to activate the trigger. Now, whenever a new user enters the specific segment, the flow will work accordingly.

2) Repeaters in Segmento

Repeaters allow you to send messages to users regularly based on set time intervals or conditions. For example, you can schedule reminder emails to be sent every week or trigger follow-up messages. This feature keeps your audience engaged by automating repeated messages, saving you from manual intervention.

How to Set Up Repeater in Segmento

Click on Create Automation, then select Create Repeater.

Now, select the segment and set the repeat time for the campaign to be repeated. Add the repeat duration with the desired date and time. If you wish to keep the repeater ongoing, enable the option Don’t end this repeater. Next, select the campaign and click Next. Then, map the required variable values accordingly. Once done, click the Save button to activate the repeater.

By following these steps, you can quickly set up automation, build your campaign flow, and ensure consistent user engagement, saving time while boosting conversions.

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We are excited to introduce a advance feature of Segmento - Segmento User Event

The User Events feature tracks user actions like website visits, clicks, and purchases across your shopify store. It records details such as timestamps and product information, helping businesses understand customer behaviour and preferences.

You can implement this feature on any shopify website using User Events APIs. It is also available through the Hello-Chat widget.

# Segmento User Event integration with Shopify:

Considering you have already installed the MSG91 app in your Shopify store, please refer to the below-mentioned steps to achieve it. In case you haven't installed our app yet then please

check this article

-- On the left-hand side panel, you will find the Segmento

-- Select the phonebook.

-- Toggle the user Event to get started.

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Note: You can enable only a single phonebook through Shopify.

Now select the respective phonebook and Click on the switch to query input

Query Input : To effectively utilize the AI Query tool for event data search, adhere to the following instructions:

Utilize the Dropdown Menu for Key Selection: When writing queries, select keys from the dropdown menu provided. These dropdown menus contain keys associated with specific events.

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Craft Precise Queries: Ensure your queries match the exact event names and selected keys present in the data.      

​Example Query: "Retrieve data for all those who completed payment-info-Shopify.” 

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Optimize Metadata Search: ​Use dropdown options to make metadata searches faster and easier. Only enter metadata manually when absolutely necessary for accuracy.

Example Query: get all the order-paid-shopify.products.product_id  is 459782

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# Leverage Product Name Suggestions: Use the '@' symbol to prompt product name suggestions, enhancing the efficiency of your `queries.

#Create User Event Segment: After applying the query click on create segment option button.

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  Name the segment and Create

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How to set Automation on Segment: 

follow this url -

Shopify User Events data: 

Following are the Event Types are tracked from Shopify.

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Checkout-started-Shopify: These events get captured when the user adds the product to the cart.

Checkout-completed-Shopify: When a user successfully purchases the order.

Order-completed-Shopify: When the order is fulfilled by the Shop owner.

Order-updated-Shopify: Every time order is updated or goes to the next step.

Order-cancelled-Shopify: When order is cancelled.

Payment-info-Shopify: When payment is made for the order.

Order-refunded-Shopify: When payment is refunded by the store admin.

Order-paid-Shopify: When the amount is received to the shop-owner.

Create-order-fulfillment-Shopify: When Shop owner starts order-fulfillment process.

Update-order-fulfillment-Shopify: When order details are update in fulfillment process

Order-partially-fulfilled-Shopify: When products are fulfilled by multiple vendors for single order.

NOTE: The events will be shown after 10 events are created.

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Another Option is On Hello Chat Widget the user event can be tracked by mapping the Domain:

Firstly, you need to add the one attribute column in Segmento "Domain" and then need to map same in the extra parameter on the Hello platform.

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After adding the attribute navigate to the Hello section >> All inboxes and click on the three dots >> Extra Parameter.

Once you click on the Extra parameter a dashboard to map the domain will get pop-up, map the domain parameter with attributed that we have created.

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When the domain is mapped and updated, all the activities of the user will be tracked in the Segmento when we click on the that particular user.

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#User events through API:
You can also use user events feature with the help of our APIs for that please refer to this help

article

Integrate the API to seamlessly add new users into specific segment, along with their fields, attributes, and events.

This ensures your users and their events stay updated, enabling the smooth execution of automated campaigns.

For detailed guidance, refer to the

API Documentation

Add API to bring new users and their fields/attributes/events.

This is important to keep your users and their events updated to run automated campaigns.

Here is the API doc ->  

API Doc

You can integrate MSG91 with your Shopify store to send SMS, Emails, and WhatsApp to your customers via a plugin on targeted event conditions like:

Abandoned Cart

Abandoned Checkout

New Customer

New Order

Update Order

Order Paid

Cash On Delivery

Order Cancelled

Order Partially Fulfilled

Order Fulfilled

Create Order Transaction

Create Refund

Out For Delivery

Delivered

You can watch this video or follow the below steps.

1. Open your Shopify store. Go to the Apps section from the sidebar and search for msg91. 

2. Select MSG91 from the app search results.

3. Select the Add App option. 

4. It will be added to your Shopify store. Click on the install app option to use it.

5. If you are a new user, you can signup from the 

link

6. If you already have a MSG91 account, go to the campaign section and create a campaign first with the required communication channels. Refer to this

guide

Once done, come back to your Shopify store. In the Automation settings section, click on the get your Authkey option which will direct you to your MSG91 account’s authkey section. Copy the auth key and paste it in there. Click on the Save button.

7. Once it's verified, it will direct you to the Triggers page. Click on the New Trigger button to create a trigger.

8. Give the name of the trigger and select the status. In the Campaigns column, it will show you all the campaigns created in your MSG91 account. Select one as per the trigger. Then select the relevant Shopify event. 

9. According to the steps of the campaign selected by you, enter the recipient's contact details in the Send To field. You can also add a custom email or phone number to it. Add CC or BCC, if required. Then map the variables specified in the campaign content with the Shopify variables and Save the trigger.

10. Now, switch to the Hello section in Shopify if you wish to integrate the chat widget on your website. 

11. Click on the How to get token? It will direct you to the Chat widget settings of your MSG91 Hello panel. Copy the widget token from the script on the right side and paste it here. Click on the Save button to verify the token and enable the toggle below to show the widget on the website.

Note: If you have multiple chat widgets, you can go to the Manage Inboxes section as shown before, select Chat from the dropdown, click on the settings icon of the desired chat widget, and select the Edit widget option to copy the token.

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12. To integrate WhatsApp chat on your website, enter the active WhatsApp number along with the country code as integrated into your MSG91 account. 

Click on the Save button and enable the toggle below to show it on the website.

13. Once saved, click on the view option on the online store in the sidebar to see the widget.

14. You will see an arrow at the bottom right of the page. Clicking on it will give the WhatsApp and Chat widget options.

If the widget doesn't show on the page, it might be because the MSG91 app isn't embedded in your theme. To do so, 

a. Select the Online Store option from the sidebar. Select Themes inside it and click on the Customize button on your current theme.

b. Go to the App embeds tab from the left sidebar and turn on the MSG91 toggle, if off. Then, click on the Save button.

View your page again as it should show the Chat widget and WhatsApp chat now.

Note- If you wish to integrate OTP SMS from MSG91 in Shopify, please drop an email to

[email protected]

mentioning your requirement and our concerned team will assist you.

Sync Shopify data with Segmento

We are now providing Shopify's integration with MSG91's Segmento. By doing so you can automate adding / updating the contacts in Segmento.

Considering you have already installed MSG91 app in your Shopify store, please refer to below mentioned steps to achieve it. In case you haven't installed our app yet then please

click here

2. Once you click on add phonebook, it will show all the phonebooks present in your MSG91 account and you can select the one which you want to use for shopify.

3. After selecting the phonebook you will get data mapping fields like Customer, Order, Checkout and Fulfilment. Now from the left hand side you can select the "Shopify Field" and on the right hand side you can select the "Segemento Phonebook Filed" in which you map and sync these values.

4. In case you want to add more fields you can click on add field available as shown in the screenshot.

5. Once you have mapped all the fields, depending on your requirement you can simply click on Save button to save the mapping.

Note: Once you have save this configuration, even the old data will be synced so that you do not miss on anything important.

You can integrate MSG91 with your Shopify store to send WhatsApp Messages if the customer abandons checkouts.

You can follow the below steps:

1. Integrate Shopify with the MSG91. Please refer to the 

LINK

ARTICLE

3. Create a trigger in Shopify for abandoned carts by selecting the WhatsApp campaign created earlier.

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By selecting this, the trigger will automatically run 15 minutes after the event occurs.

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🔁 Step-by-Step Guide to Subscribe to Segmento Plan

📌 Step 1: Login to Your MSG91 Panel

• Visit MSG91 Panel

📍 Step 2: Navigate to Segmento

• From the left-hand sidebar, click on "Segmento".

🔼 Step 3: Click on the Upgrade Button

• Once inside the Segmento section, go to the bottom-left corner of the screen.

• Click on the "Upgrade" button to proceed with selecting a plan.

💳 Step 4: Purchase a New Plan

• Click on “Purchase New Plan”.

• You’ll see multiple plan options based on the number of contacts you want to manage.

📱 Step 5: Choose Your Plan Based on Your Phonebook

• Review the available plans and choose the one that suits your phonebook/contact size.

• Click on the “Subscribe” button under your chosen plan.

  

✅ Step 6: Confirm Subscription

• After clicking Subscribe, follow the on-screen instructions to complete the payment.

• Once successful, your Segmento plan will be activated.

📝 Notes

• If you’re unsure about which plan to choose, we recommend checking the size of your contact list in the phonebook section.

• You can upgrade or modify your plan later based on usage.

📞 Need Help?

If you face any issues while subscribing or need help choosing the right plan, feel free to reach out to our support team via chat or email at

[email protected]

91 88188 88733

Happy Messaging,
Team MSG91