--- title: Segmentation slug: segmentation docTags: createdAt: 2024-12-03T10:29:52.833Z --- 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." ::Image[]{src="https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/x3dbLtcK-fyALID-BnzaF_image.png" size="60" width="864" height="677" position="center" darkWidth="864" darkHeight="677" showCaption="false"} - Then click on the "Segmentation" tab ::Image[]{src="https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/T3MJZxNbj7OcOnlKIzFfu_image.png" size="60" width="955" height="615" position="center" darkWidth="955" darkHeight="615" showCaption="false"} *** ## Create a Segment - Click on "Create Segment" to create a new one. :::hint{type="success"} **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 ::: ::Image[]{src="https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/6jytfRLGMqHDs97_N1TKK_image.png" size="50" width="488" height="559" position="center" darkWidth="488" darkHeight="559" showCaption="false"} - Enter a unique "Segment Name" for easy identification. ::Image[]{src="https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/jLYPhFseYTycrb2DtG1HE_image.png" size="70" width="1040" height="498" position="center" darkWidth="1040" darkHeight="498" showCaption="false"} *** ## 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. ** :::hint{type="success"} 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. ::: ![](https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/Z5Y4Mg5ZU04fDqYt3GkQR_image.png) - **Set the Condition: **Choose a comparison operator (e.g., Is Greater Than, Less Than, or Equal To) for your selected filter. ![](https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/O0NqaWp6Haqugfm96wlOj_image.png) - **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. ![](https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/BxvmFIX14BJZJ5LLpCtHV_image.png) - **Add Conditional Logic: **To build a more specific segment, add multiple filters to create conditional logic. ![](https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/RmwipYxrCNUTC26K1Is8p_image.png) ::Image[]{src="https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/pBIjtC_CdZ3Z2TRUhtmtn_image.png" size="80" width="720" height="349" position="center" darkWidth="720" darkHeight="349" showCaption="false"} - **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. :::hint{type="info"} You can create such **special groups of segments, **such as **VIP Customers**, and then target them through [coupons](https://help.hyperzod.com/offer-builder#FCUB_), [popups](https://help.hyperzod.com/add-a-popup#mp1U6)**, or **[push notifications](https://help.hyperzod.com/push-campaign#jx1jz). ::: ::Image[]{src="https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/ueXTB953-2_RcUcVytmtr_image.png" size="52" width="732" height="737" position="center" darkWidth="732" darkHeight="737" showCaption="false"} :::hint{type="info"} To create a[ customer](https://help.hyperzod.com/customers#irgzR), navigate to the Customers section in the Admin panel. ::: ![](https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/plo0WZLxDuSqSkIwVnAxy_image.png) - 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. ![](https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/uI_7gnbEwRGNylhflINPc_image.png) ![](https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/NkPYB_UWxba4XWSBkNIto_image.png) *** ## Edit/Delete Segment Use the quick action buttons to edit or delete a segment directly from the list. ::Image[]{src="https://api.archbee.com/api/optimize/A6k4A417O1V2DGm4H5kN0/WLeNgrRNlrwpCr5wMXqh0_image.png" size="70" width="763" height="631" position="center" showCaption="false"} *** ## Frequently Asked Questions (FAQs) :::ExpandableHeading **How can I utilize the customer segments feature?** Customer segments can be used in several powerful ways to personalize and optimize your business strategy. For example, you can: - Provide exclusive discount coupons to loyal customers, such as those who have ordered more than 20 times. - Send push notifications or targeted promotions to a specific group, like first-time buyers or inactive customers. By tailoring your communication and offers to each segment, you can improve engagement, increase repeat orders, and maximize overall customer satisfaction. ::: *** :::ExpandableHeading **Can we create segments to send push notifications to specific customers?** Once segments are created in the **Segmentation** section (Admin Panel > Customers > Segmentation tab). You can send push notifications to these specific groups, ensuring your message reaches the right audience. Additionally, you can make use of segments to send pop-ups and coupons to a specific group of customers using the segmentation feature. ::: *** :::ExpandableHeading **How can I see which customers are grouped in a segment I just created?** Simply click on the segment you created. You’ll be able to view the total number of contacts in that segment, along with the full list of customers included in it. Additionally, once you define the conditions, 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. ::: *** :::ExpandableHeading **How frequently are customer segments updated, and is manual intervention required?** Customer segments update **automatically in real-time**. There is no need for manual refreshing, as the platform instantly adds or removes a customer from a segment as soon as they meet (or no longer meet) the specific conditions you have defined. This ensures your marketing campaigns are always targeting the most current and relevant user base. ::: *** :::ExpandableHeading **How can Tags be leveraged to create unique customer segments?** Tags allow you to label customers according to your chosen criteria and internal classifications. Once a customer is assigned a specific tag, you can instantly create a segment that automatically includes all customers who share that tag. **Example: **You can assign the tag **"Loyal Customer" **to users who have ordered more than 20 times from your platform. You can then target this specific segment to provide tailored incentives, such as exclusive coupons or loyalty points, for improved customer retention. :::