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Customer Segments

Group customers with rules — order history, recency, spend and push reachability — to target campaigns and promotion announcements.

Customer Segments

A segment is a saved group of customers defined by rules. Segments are used as the audience of campaigns and promotion announcements. They are evaluated when a campaign is sent, so they always reflect your customers at that moment.

Manage segments in Storefront → Promotions → Segments.

Customer segments list — name, description and number of rules

Creating a segment

Open the Segments tab and click New segment.

Give it a Name and optional Description.

Fill in the rules you need. As you type, the form shows how many customers currently match.

Click Save.

Editing a segment — order count, recency, sign-up and spend rules, with the live count of matching customers

Rules

Customers must match every rule you fill in; empty rules are ignored. Order rules count the customer's storefront orders placed with your store (or, for a network segment, through your network), ignoring canceled orders.

RuleMatches customers who…
At least this many ordershave placed at least N orders
At most this many ordershave placed at most N orders — use 0 for customers who never ordered
Ordered in the last (days)ordered at least once in the last N days
Has not ordered in the last (days)ordered before, but not in the last N days
Joined in the last (days)became customers in the last N days
Spent at leasthave paid at least this much across your storefronts
Can receive push notificationshave at least one registered device

Through the API a segment can also be limited to an explicit list of customers.

Examples

SegmentRules
Win back lapsed customersHas not ordered in the last 30 days
First order nudgeAt most 0 orders, Joined in the last 14 days
RegularsAt least 5 orders, Ordered in the last 30 days
Big spendersSpent at least $500
Push-reachable regularsAt least 3 orders, Can receive push notifications

Pair segments with promotions: a First order only promotion announced to the First order nudge segment, or a promo code announced to Win back lapsed customers.

Customer Segments | Fleetbase