How to group my customers with customer segments?

Useful links

In this section:

How to create a segment
1. How to group customers into static segments (manually)
2. How to group customers into auto-updated segments (with filters)

Splitting customers into segments enables you to target specific customer groups with your coupons and promotions. Your campaigns become more personalized and as a result, you can engage your consumers more effectively.

Watch our video tutorial to learn how easy customer segmentation is with Voucherify:

Voucherify Customer Segments to group you audience

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Before you start ⚠️

To create segments you need to add your customers to Voucherify. Customers can be imported with CSV in the Dashboard or synced with your CRM using the API. If you use Salesforce, you can connect your CRM using built-in integration.

Create a customer segment 🧔👩

To manage your customers in Voucherify (add/edit a customer, import and export data or create segments), open a Customers section in the Dashboard.

Customers Section

As you can see, creating a segment is always a three-step process.

1

The first section tells Voucherify the segment name and type. There are 2 segment types to choose from:

Static Segment	Auto-update Segment
A static segment never updates its customer list after it's made. While creating a static segment, you can manually group customers into a segment and the future addition of new customers won't be possible. The static segment doesn't change after it was created.	An auto-update segment gathers customers who meet its criteria up-to-date, not only at the moment of creating the segment. Auto-update segments are dynamic and change along with your audience activity. This option is set by default.

Static segment 🏠

If you want to create a static segment, add a segment name and go straight to the customers' list. Mark the checkboxes next to the customers who you want to group into the segment.

In the next step, go back to the 1st section and choose a static segment.

Static

Confirm new segment with SAVE.

That's it! Now, you know how to group customers into segments manually. Read on, to learn how to build auto-update segments with filters.

Automatic segment 🤖

3: In the 3rd step, choose 'Reload' to see the list of customers who already qualify into the segment.; Lastly, confirm the segment with SAVE ✅; That's it! The segment is ready to create validation rules or segment-specific promo codes distributions.; Go here to see some examples of customer segmentation in practice.