Segment conditions: Email marketing subscribers, custom fields, lists, peroperties and tags | RightMessage

Segment conditions: Email marketing subscribers, custom fields, lists, peroperties and tags

The email marketing subscriber, tag, custom field, property and list conditions work behind the scenes to quality if a visitor is a subscriber and if they have a specific value added to their subscriber profile.

For example, you may want to personalize your site when a visitor to your site is already a subscriber.

In order for the email marketing service conditions to work, you must first integrate your RightMessage account with one of the following email marketing services:

  • InfusionSoft

  • ConvertKit

  • ActiveCampaign

  • Drip

  • HubSpot

Learn more on integrating an email marketing service to RightMessage

Once you have set up your email marketing service to integrate with RightMessage, and created a way for users to join your list, you can then set up conditions in a segment.

Select an email marketing service parameter

Use the drop down provided to select a parameter for the email marketing service.

Personal Panda says:


A custom field can also be synced to your ESP if a subscriber does not have this field and/or value associated in their subscriber profile - learn more on how to use the ‘Sync To’ tool.

Related reading: How to sync segments to ESPs

Tags

Use the drop down to select to include or don’t include specific tag(s).

Note: If you have Infusionsoft integrated with your RightMessage account, you will also see any tag categories created in your Infusionsoft account.


Click inside the value field. A list of current tags will display. Alternatively, start typing in the field to see an ‘autosuggest’ of matching tags. Select one or more tags for the value.




To delete a tag, click on the tag and hit the ‘delete’ key on your keyboard.

Personal Panda says:


If you rename a tag in your Active Campaign account, be sure to update the tags in your RightMessage segments to match.

Custom fields

Use the drop down to select to the name of a custom field created in your email marketing service.

Note: If you have Drip integrated with your RightMessage account, make sure the custom field(s) you want to use for your personalization campaigns have been set to 'public' in your Drip account.


Select a keyword that will test the ‘truth’ of the custom field and whether it is true or false.


  1. Equals: The custom field equals a specific value

  2. Doesn’t equal: The custom field does not equal a specific value

  3. Contains: The custom field contains a specific value

  4. Doesn’t contain: The custom field does not contain a specific value

  5. Starts With: The custom field value starts with something specific

  6. Ends With: The custom field value ends with something specific

  7. Wildcard Match: The custom field has a value that matches zero or more non-space characters, or one exact character.

Add a value for the custom field to the field provided.


Examples

In the example below: Does a subscriber have a custom field associated with their profile named ‘motivation’ that equals ‘lose_weight’?

If yes, then the condition is true and applies to the subscriber. If no, the condition will not apply to the subscriber.


Wildcard match examples

In the below example, does a subscriber have a custom field associated with their profile named ‘motivation’, that matches any word starting with ‘*lose’?

Such as lose_weight, lose_fat etc

OR

Does a subscriber have a custom field associated with their profile named ‘motivation’, that matches any words  with three or more characters matching ‘?lo’

This will only match three-letter words starting with lo, such as lose, loose, lost, and so on.

HubSpot properties and lists

If you have HubSpot integrated with RightMessage, the parameters available in the email marketing conditions will be different.

HubSpot property

Use the drop down to select the 'Property' parameter.


Use the drop down to select to the name of the property created in your HubSpot account.


Select a keyword that will test the ‘truth’ of the property and whether it is true or false.


  1. Equals: The property equals a specific value

  2. Doesn’t equal: The property does not equal a specific value

  3. Contains: The property contains a specific value

  4. Doesn’t contain: The property does not contain a specific value

  5. Starts With: The property value starts with something specific

  6. Ends With: The property value ends with something specific

  7. Wildcard Match: The property has a value that matches zero or more non-space characters, or one exact character.

Add a value for the Property to the field provided.


HubSpot list

Use the drop down to select the 'List' parameter.


Use the drop down to select if the visitor will or will not belong to specific email lists.

Click inside the value field. A list of the current email lists will display. Alternatively, start typing in the field to see an ‘autosuggest’ of matching lists. Select one or more lists for the value.