Segment builder
The segment builder allows you to build complex segments using data about customers, products, purchases, and events. Segment can be used for sending e-mail/SMS/push notifications, uploading to CSV. See Segment actions for a complete list of actions.
The segment builder allows you to segment your customers by the following characteristics:
Customer attributes (gender, age, city, etc.).
Behavior (bought X items from category Y, used promo code Z, made his/her last order more than N days ago).
Tags (buys only promotional items, prefers credit).
Metrics Metrics and scoring (CLTV, average receipt, RFM score).
Communications (participated in campaign, opened newsletter, etc.).
Events (called to Call Center, requested password recovery, etc.)
Website events (visited the website X days ago, viewed product Y, and visited the website’s section Z).
Bonus balances (if loyalty platform integration is enabled).
Promo codes (number of promo codes issued, issued a promo code from the group).
Polls (participated in poll X, selected option Y in response to question Z)
Creating new segment
To create a new segment, in the main menu select section Customers -> User segments. Click Create segment button.
Description of segment conditions
A segment is defined with a set of conditions (filters). To describe a condition, select the desired attribute and specify its required value. For example, the requirement "Customer from Paris" can be formulated as follows:
To select the attribute you want, start typing its name in the search box. For example, type "product". Only attributes that contain the entered text will remain in the list:
in the name: "Average price of a product in a check", "Product identifier";
or in the name of the group: group "Product", attributes "Product identifiers", "Product name", etc.
Actions with segment conditions
The following actions are available when constructing a segment:
Add one condition;
Add a group of conditions;
Copy condition;
Delete condition;
Clarify condition.
Clarification of segment conditions
For some fields it is possible to clarify their value.
There are several ways of clarification. Let's consider them on the example of the condition: "Order Status".
In the last. Only customers who paid for their last order using PayPal will be included in the segment.
In the first. Only customers who paid for their first order using PayPal will be included in the segment.
Not once. Only customers who have never paid for their order using PayPal will be included in the segment.
Not less than, Exactly, Not more than. Only customers who have paid using PayPal for at least/exactly/no more than the specified number of orders will be included in the segment. For example, exactly 5 orders.
Only such. Only customers who paid for all of their orders using PayPal will be included in the segment
For any clarification other than "In the last", you can set the period of validity:
All time;
For the last X days;
For the absolute period from X to Y;
For the relative period from X to Y days ago.
For example, "The payment had the status "Hold" at least 5 times in the last 180 days”:
"The payment had the status "Hold" at least 5 times between July 1, 2022 and July 1, 2023":
"The payment had the status "Hold" at least 5 times between 1 and 100 days ago”:
06.01.2023 segment will include all customers who paid via PayPal at least 5 times during the period from 02.22.2023 to 05.31.2023.
07.01.2023 segment will include all customers who paid using PayPal at least 5 times during the period from 03.23.2023 to 06.30.2023.
Combining conditions with AND and OR
For complex segments, you can use an unlimited number of filters by combining them with conditions and/or.
If conditions should be satisfied simultaneously, select AND.
If at least one of the conditions should be satisfied, select OR.
For example, you need to create a segment: "All customers who live in Paris, who have made at least 5 orders.”
Two conditions must be met simultaneously, so you have to use AND.
Let’s look at another segment: "All customers whose orders total is more than 3,000, or whose last order was more than 500." At least one of the conditions must be met, so you must put an OR between them.
If comparison is used in the condition (more/less/equal, etc.), then the segment will not include customers whose field is not filled.
For example, consider the condition "Name is not equal to Mary". If a customer's field “First name” is empty, the customer will not be included in the segment.
The comparison operators are: equal/unequal/more/more or equal/less/less or equal/between/begins with/not begins with/contains/does not contain/ends with/not ends with.
The same logic works for receipts.
To include customers whose field is empty to the segment, you must use the "empty" condition.
For example, you want to see a list of all customers whose name is not Mary or whose name is unknown. The condition will look like this:
The conditions in the segment builder can be swapped. To do this, left-click the icon highlighted in red on the picture below and drag the condition to the desired location.
Actions with segment
You can perform the following actions with the built segment:
Select: display all customers included in the segment.
Reset: deletes all conditions in the builder.
Save: save the segment to "My Segments" for later use. To save the segment you must specify its name.
SC comes with 11 pre-configured segments as examples.
Building a segment can take a long time, up to 1 minute. During this time, the loading indicator is displayed.
Viewing customer list
The list displays all customers from specified segment and calculates segment metrics so you can evaluate the selected audience.
Each criterion shows its numerical value and percentage of the total number, or deviation from the average.
The following actions are available in the customer list:
View information on other pages.
Sort records in ascending/descending order by any column. For example:
Filter the list of customers by an additional condition. For example, to select only customers with the name John, enter "John" in the search field.
Perform Actions with segment.
Change set of fields on the screen.
The results of segment sampling are stored in the cache for about an hour. If during this time new data appeared in the system, it will not immediately become visible in the builder.
Actions with segment
You can perform the following actions with segment:
The set of available actions depends on the configuration of your account. The set of fields in the segment builder and their representation are customized individually.
Uploading segment to CSV
To upload a custom segment to CSV, you must select the text encoding:
UTF-8;
Windows.
You should configure the fields for export:
To add a field to the CSV file, you must drag and drop it from the left column to the right column.
Field search by name is available.
The order of the fields in the CSV file can be changed by dragging and dropping them.
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