# Customer Segmentation

***

### Create Customer Segments using a filter system

Choose from a combination of filters to segment your Customers:

* **Customer Filters**: Define customer segments based on demographic or registration data.
* **Spend Filters**: Segment customers based on their order history and total spend.
* **Purchase Activity Filters**: Identify customers based on specific purchasing behaviours.

**Customer Filters**

The following Customer Filters are available.

<table><thead><tr><th width="181">Filter</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Customer Type</strong></td><td>Filter Customers by their Customer Type.</td></tr><tr><td><strong>Country</strong></td><td>Filter Customers by their geographical location.</td></tr><tr><td><strong>Post Code</strong></td><td>Filter Customers by specific postal codes.</td></tr><tr><td><strong>Registration</strong></td><td>Identify Customers who registered within a specific timeframe (Last 1, 3, 6, or 12 months).</td></tr></tbody></table>

**Spend Filters**

The following Spend Filters are available.

<table><thead><tr><th width="182">Filter</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Order History</strong></td><td>Whether the customer has previously ordered or not.</td></tr><tr><td><strong>Order History (Dated)</strong></td><td>Whether the customer has previously ordered before or after a specified date.</td></tr><tr><td><strong>Total Spend</strong></td><td>Their total spend: At least or less than a specified amount over a specified period (All Time, 1, 3, 6, 12, 24, 36 Months, This Year, Last Year.)</td></tr></tbody></table>

**Purchase Activity Filters**

The following Purchase Activity Filters are available.

<table><thead><tr><th width="191">Filter</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Product Code</strong></td><td>Whether the Customer has purchased a particular SKU.</td></tr><tr><td><strong>Product Tag</strong></td><td>Whether the Customer has purchased products with a particular Product Tag.</td></tr><tr><td><strong>Brand</strong></td><td>Whether the Customer has purchased products within a particular Brand.</td></tr><tr><td><strong>Purchase Window</strong></td><td>Whether the Customer has placed an Order within a specified period (1, 3, 6, 12 months.)</td></tr><tr><td><strong>Order History</strong></td><td>Whether the Customer has placed an Order before or after a specified date</td></tr><tr><td><strong>Offer Code</strong></td><td>Whether the Customer has used a specified Offer Code.</td></tr></tbody></table>

Purchase Activity filters can be combined for effects like:

“Ordered a `<product>` from `<brand>` within the `<last 6 months>`”

***

### Managing your Customer Segments

Created Customer Segments are named and saved for sharing and later or repeated use.

Customer Segments are dynamic. This means that the Customers within a Segment can change from one day to the next.

For example, “spend in the last 3 months” is a moving window, so Customers can enter and leave a Segment as both time and the underlying data change.&#x20;

***

### Export data for Customer Segments

Generate a **Snapshot** of your Customer Segment to export the data.

Once generated, a Snapshot cannot change and will always contain the same list of Customers, even if the Segment is updated.

Snapshots are exported in a fixed CSV format.

The following export fields are available:

* Name
* First Name
* Last Name
* Email Address
* Date Registered
* Country
* Postal Code
* Lifetime Spend


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.venditan.com/docs/customer-management-crm/customer-segmentation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
