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SendSquared
Advanced Segmentation

Data & Analytics

Advanced Segmentation

Dynamic segments that re-evaluate automatically based on live PMS data. 12 condition types, 12 operators, and dozens of operands let you target guests by reservation history, revenue, lead status, campaign engagement, survey responses, tags, and custom fields. Build once, and your segments stay current as data changes.

12 Condition Types PMS Powered Auto-Sync Nested Segments Campaign Targeting Lead Conditions
Segments product interface preview

Reservation-Based Segments

Target guests based on their booking data. Arrival date, departure date, number of nights, total revenue, room revenue, extra revenue, adults, children, pets, reservation source, status, type, market code, booking channel, cancelled date, and specific unit IDs, all available as segment conditions. Build segments like 'guests arriving in the next 30 days with 3+ nights and $2,000+ revenue' in a few clicks.

Reservation-Based Segments

50+ Operands

Revenue, dates, and guest-count operands cover every reservation axis.

Unit-Level

Target specific properties, unit groups, or room types precisely.

Type & Source

Filter by reservation type, status, source, and booking channel.

Rolling Windows

Relative date conditions like "next 30 days" stay current automatically.

Contact Property Conditions

Segment by who your guests are, not just what they've booked. First name, last name, email, phone, city, state, zip, country, birthday, anniversary, source, total reservations, has future reservation, last email open date, and creation date. Combine property conditions with reservation conditions for precision targeting. For example, 'returning guests in Florida with a birthday this month' is one segment away.

Contact Property Conditions

30+ Operands

Demographic targeting by name, location, birthday, anniversary, and more.

Return Flags

Total reservations and has-future-reservation flags surface return guests.

Birthday/Anniversary

Milestone targeting for genuinely personal campaigns.

31 Source Types

Source attribution across 31 contact origins for precise targeting.

Lead & Sales Conditions

Segment contacts based on their position in your sales pipeline. Lead source, status, creation date, and more let you build segments like 'open leads from Google Travel created in the last 7 days' or 'won leads with revenue over $5,000.' Lead conditions work alongside reservation conditions, so you can target guests who booked through your lead pipeline versus OTA channels.

Lead & Sales Conditions

Pipeline Stage

Filter by lead source, status, and creation date across the pipeline.

Cross-Join

Combine lead conditions with reservation data for full pipeline analysis.

Won/Lost/Open

Target specific outcomes with revenue threshold conditions.

Data Quality

Compliance segments help manage contact data hygiene at scale.

Campaign Engagement Conditions

Segment based on how guests interact with your marketing. Campaign conditions let you target contacts who received, opened, didn't open, clicked, or didn't click a specific campaign. Build re-engagement segments for unopened campaigns, upsell segments for clickers, or suppression segments to avoid over-sending. Email engagement data powers smarter targeting.

Campaign Engagement Conditions

Send/Open/Click

Did-send, did-open, did-click and their negations available as conditions.

Specific Campaigns

Target a named campaign or any campaign engagement — your call.

Re-Engagement

Build re-engagement, upsell, and suppression segments from behavior.

Engagement → Revenue

Layer engagement with reservation data to correlate with revenue.

Survey & NPS Conditions

Segment guests based on their survey responses. Target NPS promoters, detractors, or passives. Filter by specific survey, completion status, rating value, text response, or response date. Build segments like 'NPS detractors from the last 90 days who have a future reservation' to proactively address dissatisfied guests before their next stay.

Survey & NPS Conditions

Promoter/Detractor

NPS promoter, detractor, and passive segmentation out of the box.

Survey Filters

Filter by survey, question, rating value, and response text.

Response Windows

Completion status and response date conditions frame timing precisely.

Proactive Outreach

Combine NPS with upcoming stays to save at-risk guest relationships.

Tags, Groups & Nested Segments

Tag conditions let you segment by whether a contact has a specific tag applied. Segment membership conditions create nested segments: include contacts who are in Segment A but not in Segment B. One segment-in and one segment-not-in condition per trigger give you the building blocks for complex audience logic.

Tags, Groups & Nested Segments

Tag Presence

Include or exclude contacts based on which tags they carry.

Nested Segments

Include contacts in Segment A but exclude those in Segment B.

Include/Exclude

One in-segment and one not-in-segment condition per segment build.

Compound Targets

Combine with any condition type for genuinely complex audience logic.

SMS, Airbnb & Custom Field Conditions

SMS conditions filter by opt-in status, message content, to/from numbers, and creation time. Airbnb conditions filter by thread name, dates, and account. Custom field conditions use your company-specific fields as segment operands, so if you track 'preferred unit type' or 'VIP tier' as custom fields, they're available as segment conditions.

SMS, Airbnb & Custom Field Conditions

SMS Conditions

Opt-in status, message content, and engagement available as operands.

Airbnb Threads

Thread-level filters for channel-specific guest segmentation.

Custom Fields

Your company custom fields become segment operands automatically.

Cart Abandonment

Recovery conditions target guests who dropped before completing a booking.

Block Logic & Operators

Conditions within the same block are ANDed together; all must be true. Different blocks are ORed; any block can match. This gives you full boolean flexibility without a complex UI. 12 operators cover every comparison: equals, not equals, in list, not in list, greater than, less than, contains, not contains, is null, and is not null. Value types span strings, integers, dates, relative dates, date ranges, and booleans.

Block Logic & Operators

AND / OR Blocks

AND within a block, OR between blocks — full boolean logic.

12 Operators

Equals, in, contains, gt/lt, null checks — every comparison covered.

10 Value Types

Strings, integers, dates, relative dates, and ranges all supported.

Visual Builder

Condition builder with live operand and operator selection.

Scheduled Auto-Sync & Counts

Segments evaluate automatically on a configurable schedule (default is daily at 9 AM). Each sync re-evaluates all conditions against current data and updates membership. Segment counts show total contacts, verified, subscribed, can-email, can-SMS, and opted-in, so you know exactly who you can reach before launching a campaign. Brand-level filtering scopes counts for multi-brand operations.

Scheduled Auto-Sync & Counts

Auto-Sync

Configurable schedule re-evaluates segments in your own timezone.

Reachable Counts

Verified, subscribed, can-email, can-SMS, and opted-in surfaced live.

Brand Scoping

Count filtering scopes to a specific brand in multi-brand setups.

Freshness Stamp

Last-sync timestamp tells you exactly how fresh the membership is.

Testimonials

What Our Clients Say

“I can definitely attribute a good number of reservations to SendSquared. Between the easy follow-up communication within the system and the CRM pulling up information as a call comes in, our reservations team is being more intentional on their calls, resulting in better conversions.”

Brock Reich

Chief Operating Officer, Orlando Resorts Rental

“My experience with SendSquared has been eye opening. To be honest I didn't think something this good existed. Having all emails, texts, calls, web chat and marketing in one place has given my company and team a huge advantage. SendSquared has saved us both time and money which are very important factors to my small business of 50 luxury homes. The company is amazing to work with and extremely helpful whenever it was needed.”

Jessica Goree

Chief Operations Officer, Beach Reunion

“SendSquared is a game-changer for our resort operation. Its ability to integrate with our reservation software, providing real-time reservation information during phone calls, allows us the opportunity to build off of the rapport we've already created with our repeat guests. We're answering phone calls asking our guests how their kid's baseball season went, instead of asking for their names.”

Tim Oxborough

Reservation Manager, Sugar Lake Lodge

“We manage over 300 properties and SendSquared has been instrumental in streamlining operations. Consolidating all communications into one platform while maintaining personalized guest experiences has been transformative for our team.”

Shawn Montgomery

Director of IT, Collins Vacation Rentals

“SendSquared is an indispensable tool for us! One of their significant standout attributes is its ability to centralize communication channels, offering a one-stop solution for managing various modes of interaction. This consolidation streamlines our workflows, enhancing our efficiency and productivity. What's better is their customer support elevates the user experience. Their responsive team is always ready to assist, going above and beyond to ensure seamless integration and utilization.”

Fred Cercena

CEO & Founder, GetAway Vacations

Frequently Asked Questions

How many segment conditions can I combine?

12 condition types with 12 operators each. Conditions within a block are ANDed; separate blocks are ORed - giving you full boolean flexibility without a complex UI.

Do segments update automatically?

Yes. Scheduled auto-sync re-evaluates all conditions against live PMS data on a configurable schedule, defaulting to daily at 9 AM.

Can I target guests by reservation revenue or stay length?

Absolutely. Over 50 reservation operands include total revenue, room revenue, number of nights, guest count, unit type, booking channel, and more.

Can I use one segment inside another?

Yes. Nested segment conditions let you include contacts in Segment A but exclude those in Segment B for sophisticated audience logic.

How do I know how many contacts I can actually reach?

Segment counts show total contacts, verified, subscribed, can-email, can-SMS, and opted-in before you send, so you know your reachable audience.

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