Please click here if you are using the legacy version of Cortex.
Targeting customers by location is a simple task inside Cortex. It allows you to tailor your language and/or promotions to your audience which improves customer engagement through personalization.
Looking to target customers in a specific area or radius? Check out the Zip Code Filter article.
Creating Your Filter
To get started segmenting your customers click into "Data Management" then "Smart Segments" on the Cortex dashboard.
Scroll down to "My Segments" and click "Create New"
Next, set your filter conditions. This example is going to send only to users in the USA:
- Location information is added to Cortex through data collected on the client side, check with your tech team to see if you are sending over location data, and what format it's being sent in (e.g. United States, USA).
- Filters are not case sensitive. UNITED STATES, United States, and united states will all filter successfully.
- Important! Make sure you do not include a space after the location name! 'United States ' will not show any results if you're looking for 'United States'!
Using Your Filter
Go to the stage you want to segment and open the email template you want to target these customers with. Don't forget to use a descriptive title!
Navigate to the "Advanced" tab. Select the smart segment you just created from the drop down, and you're all set!
When you're targeting one group with a tailored message, don't forget about everyone else! This filter is the inverse of the previous example, and will send only to people not in the USA. If the first email put free US shipping as the priority message this email could focus on global shipping rates.
Don't forget to use dynamic recommendations and multiple subject lines to allow Cortex to optimize your sends!
Remember to start your filter with "Is Subscribed is True" to get an accurate count of subscribed users for your smart segment.