Segmentation

This setting allows categorizing your customers into groups based on specific criteria such as total number of orders, total completed order value, average order value, and other provided filters. You can also use customer tags, added at the time a customer is created, to build targeted segments. This allows you to run targeted marketing campaigns and create strategies tailored to each group, improving customer engagement and maximizing business results.

Navigating to the Segmentation Page

On the Admin panel, click on "Customers."

Then click on the "Segmentation" tab

Create a Segment

Click on "Create Segment" to create a new one.

Create Flexible Customer Segments: You can create different types of customer segments based on conditions such as Total Number of Orders, Lifetime Revenue, Average Completed Order Value, Payment Method, Discount Usage, Tags, and more

Enter a unique "Segment Name" for easy identification.

Defining Your Segment with Filters

Add Filter: Click on “+ Add Condition” to create rules for your customer segment. From the dropdown menu, you can choose from various filters.

For example, you could create a “Premium Customers” segment by selecting customers with a high number of completed orders.

The Merchant IDs filter allows you to create a segment containing all customers who have placed orders with a specific merchant. This makes it easier to target customers based on their purchase history with individual merchants.

Set the Condition: Choose a comparison operator (e.g., Is Greater Than, Less Than, or Equal To) for your selected filter.

Enter Value: Enter the desired value for the selected filter to define your criteria. Once you enter the value, the Preview section below will instantly display all customers who match the criteria you’ve defined, allowing you to verify your segment before saving it.

Add Conditional Logic: To build a more specific segment, add multiple filters to create conditional logic.

Using Tags to Build Customer Segments: Tags allow you to label customers according to your chosen criteria. Once a customer has a tag, you can create segments that automatically include all customers who share that tag.

You can create such special groups of segments, such as VIP Customers, and then target them through coupons, popups, or push notifications.

To create a customer, navigate to the Customers section in the Admin panel.

Lastly, click Save to create your segment. Customers who meet the defined criteria will automatically appear in the segment.

Review the Segment

From the list of segments, click on a segment name to review the customers included.

Edit/Delete Segment

Use the quick action buttons to edit or delete a segment directly from the list.