How to group my customers with customer segments?

In this section:

1

How to create a segment?

2

How to group customers into static segments (manually)?

3

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:

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 a 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 Customer section in the Dashboard.

Customers Section

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

The first section tells Voucherify the segment's name and type. There are two 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.  

Select customers

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

Static

Confirm new segment with Save.

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

Automatic segment

The second step tells Voucherify what criteria customers need to match to enter the segment.   

Segment rules are built with filters which allow you to group customers by:
  • Profile attributes
  • System attributes
  • Custom attributes and events
  • Activity

Each filter gives you a list of operators which you can use to create specific criteria:

  • is
  • is not
  • has any value
  • starts with
  • ends with
  • contains
  • is unknown
  • is less than
  • is more than

For example, you can build rules as follows:

  • The last purchased order more than 30 days ago.
  • The total amount of customer orders less than $500.
  • The email ends with .uk and the source is MailChimp.
  • The country is Poland and the total amount of customer orders is more than $100.
  • Gender is not female.
  • The order contains MacBookAir.
  • The creation date starts at 01.02.

Segment filters

You can also mix filters and create a segment with many rules and limits at the same time. Adding new segment rules always goes the same way and starts from defining filters, each confirmed with the plus.

Additionally, you can choose whether a customer has to match all filters or only one of them.

Customer segment conditions

In the third step, choose Reload to see the list of customers who already qualify into the segment.

Lastly, confirm the segment with Save.

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.

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