Customer Segmentation

Segment a group of Customers using a combination of filters and then export the data into a CSV for your marketing purposes.

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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.

Filter	Summary
Customer Type	Filter Customers by their Customer Type.
Country	Filter Customers by their geographical location.
Post Code	Filter Customers by specific postal codes.
Registration	Identify Customers who registered within a specific timeframe (Last 1, 3, 6, or 12 months).

Spend Filters

The following Spend Filters are available.

Filter	Summary
Order History	Whether the customer has previously ordered or not.
Order History (Dated)	Whether the customer has previously ordered before or after a specified date.
Total Spend	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.)

Purchase Activity Filters

The following Purchase Activity Filters are available.

Filter	Summary
Product Code	Whether the Customer has purchased a particular SKU.
Product Tag	Whether the Customer has purchased products with a particular Product Tag.
Brand	Whether the Customer has purchased products within a particular Brand.
Purchase Window	Whether the Customer has placed an Order within a specified period (1, 3, 6, 12 months.)
Order History	Whether the Customer has placed an Order before or after a specified date
Offer Code	Whether the Customer has used a specified Offer Code.

Purchase Activity filters can be combined for effects like:

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

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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.

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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