Segmentation logic
The AND
and OR
operators enable powerful filtering when creating a segment.
Using the AND operator
Use AND
if you are interested in the intersection of two groups. This is what is similar between the two groups. If you’d like to include customers with two or more values for a particular attribute, you should use the AND
operator.
Let’s consider the example use case for targeting customers from every country except for Canada and the United States. The statement Country is not United States AND Country is not Canada
will only include customers who are not from the United States and who are not from Canada. Therefore, both United States customers and Canadian customers will be excluded.
Using the OR operator
Use OR
if you want to target users who meet at least one condition in a group of conditions. If you have three conditions linked together by OR
, then one, two, or all of the conditions could be true in order for the statement to be true.
For example, imagine that you want to send a message to all your users on version 1.0 or 1.1 of your app. In order to target the users that are on version 1.0 and on version 1.1, you can use the filters Is 1.0
and Is 1.1
with the OR
operator in your segment. This will target all users who are on versions 1.0 or 1.1.
In this next example, consider a promotion that is valid for both United States and Canadian customers. You want to make sure that only customers in areas where the promotion is valid receive the promotion. In this scenario, use the following statement to target your campaign: Country is United States OR Country is Canada
.
With the OR
operator, your campaign will only go to customers whose country is Canada or whose country is United States.
Avoiding the OR operator
In certain circumstances, the OR
operator should not be used.
For example, do not use OR
if you have a campaign that is valid in every country except for the United States and Canada. To filter for this segment, you might try to invert the logic from the previous scenario. However, this leads to a segment that targets all customers: Country is not United States OR Country is not Canada
.
The preceding statement targets all customers because all customers meet the criteria for one or more of the filters. Canadian customers meet the criteria for Country is not United States
. US customers meet the criteria for Country is not Canada
.
The following negative targeting criteria should not be used with the OR
operator when two or more filters are referencing the same attribute:
is not
does not equal
does not match regex
If is not
, does not equal
, or does not match regex
are used with the OR
operator two or more times in a statement, customers with all values for the relevant attribute will be targeted.
Using both operators
In this next example, we’ll use both AND
and OR
operators. Here, the target audience includes users who purchased Nike sneakers or Adidas sneakers, and are opted in to receive email notifications.
Another way to ensure you’re building the right logic is to create your segment and preview the users who are falling into it based on your filters. This way you can make sure that their attributes, app version, or any other segmentation matches what you are seeing.
Still need help? Open a support ticket.
Last updated on June 3, 2022