ePrivacy and GPDR Cookie Consent by Cookie Consent Skip to main content

How to build segments of customers

Start with smart or featured segments

Smart segments are the most common segments ready and set to use. It is possible to copy a smart segment and edit it further, export it, see its customer profiles or segment insights. Go to the Smart Segments tab and start browsing.

smart-segments.png


featured  segments.png 

Segments: create, export, customer profiles, insights

Go to the Custom Segments tab to create segments of customers. 


Create a segment

A segment is a group of customers with the same attributes (characteristics). Start by clicking on the Create Segment button.

Знімок екрана 2023-01-05 о 12.15.33.png

Select conditions

Each attribute & condition narrows the segment result. Start adding conditions by clicking on the Add Condition button. 

Знімок екрана 2023-01-05 о 12.16.19.png


Search for attributes from the drop-down list, add conditions to narrow your search further.

Click on the Save Conditions button to apply your changes. 

image-1646146740822.png


Remember: if no conditions are selected, segmented will be 100% of customer database. 

Segmentation summary 

 See the summary of your segment in the side panel. It is also possible to:

-assign to segment tag in order to manage segments in the Segments tab, 

-drop a note, 

-view customer profiles for this segment. 



image-1646146967004.png

Insights

Insights contain attributes and conditions calculated explicitly for the segmented audience. 

Знімок екрана 2023-01-05 о 12.18.14.png

Learn more: Learn more about insights here.

Export segment

Export segment or schedule an export to a destination. 

Exported data will be only for customers that have matching mandatory attributes defined for export to these destinations (listed under "Exportable").

image-1646147272350.png

 Learn more: about exporting segments from these articles.


Practical examples, tips, and more

Segment builder: tutorials, explanations & tips

Practical examples:

Engaged customers who prefer browsing on a mobile device

Customers who have email engagement in a particular country

Customers who visited the website, added items to the cart but left without a purchase

Website visitors who are non-customers