# Customer Segmentation

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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.

<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>`”

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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.&#x20;

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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
