This feature is currently only available in Legacy, but will be coming to Air soon!

This article offers practical examples to guide you through building complex segment conditions. If you have questions or need additional help, our Support team is just an email away.

Querying Contacts Who Did Not Purchase in the Past Year (But May Have Purchased Before or Never Purchased)

To build this segment, do not join the segment directly to the extended table. Instead:

• Choose to filter contacts that “don’t have an extended table record matching”.

• Use a date clause to define your timeframe (e.g., Order Date between 01/01/2022 and 01/01/2023).

This approach will include:

• Contacts who purchased before the date range.

• Contacts who have never made a purchase.

💡 Why not join? If you join using “have an extended table record matching,” the segment may include all purchases for a contact—even if only one meets your criteria.

Querying Contacts Who Purchased in Two Consecutive Years

To find contacts with purchases in two distinct years:

1. Create the first group with:

   • Filter: Have an extended table record matching

   • Clause: Order Date between 1/1/2014 and 1/1/2015

2. Add a second group with:

   • Clause: Order Date between 1/1/2015 and 1/1/2016

Use the AND operator to require both conditions.

📌 Note: At the time of writing, adding groups within the Segment builder in Air may not be available. Stay tuned for platform updates.

Querying Contacts Who Purchased in a Specific Year

• Set the filter to “Match”

• Add a clause using the “Date Between” operator to define the year range.

This retrieves contacts with purchases during that specific calendar year.

Querying Contacts Who Have Never Made a Purchase

To identify contacts with no purchase history:

• Do not join to the extended table.

• Choose to filter contacts that “don’t have an extended table record matching”

• Use a clause like “Order Date is not null” to confirm absence of a record.

Since no record exists in the extended table for these contacts, this ensures only true non-purchasers are returned.

Selecting Specific Purchases When Multiple Exist

You can control which purchase records are used by:

• Selecting sort options on extended table fields.

• Sorting by ascending (oldest to newest) or descending (newest to oldest).

This is helpful when you only want to reference the most recent or earliest purchase.

🧠 Reminder: In email content, use the Repeater Cell Group button in the Drag-and-Drop Editor to display multiple records for a contact. This enables looping through repeated data rows.

Querying Exclusive Product Buyers

To find contacts who purchased only a certain product type (and no others):

1. First group:

   • Filter: Have an extended table record matching

   • Clause: Product Type = “Shoes” (or another category)

2. Second group:

   • Operator: AND

   • Filter: Don’t have an extended table record matching

   • Clause: Product Type <> “Shoes”

This ensures you're targeting contacts who have only bought a specific product type.

📌 Note: Group functionality for this type of segment may not be fully available in Air. Consider building in the classic interface or reach out to Support for help.

Best Practices & Tips

• Use the “don’t have” filter to include contacts without a matching record, such as non-buyers.

• Leverage grouping to combine complex behaviors, like multi-year purchases or exclusive product interest.

• Sort strategically when a contact has multiple extended table entries.

• Use Repeater Cells in email content to display multiple data rows when relevant.

Practical Use Cases

• Target customers for re-engagement who haven’t purchased recently.

• Identify loyal customers with consistent purchase behavior.

• Send exclusive upsell offers to buyers of a specific product category.

• Exclude recent buyers from a new product promo.

Feature Availability

Access to advanced segmentation with custom (extended) tables varies by license level:

• Starter: Limited or no access to extended table filtering.

• Professional and Enterprise: Full access to custom tables and segmentation options.

Refer to our Pricing Page for license comparisons or contact our Client Success team for personalized guidance.

Learn More

Explore our e-Learning hub for online modules on segmentation and other Delivra features. You can also email our Support team at support@delivra.com if you have any questions.