👉 To begin the process of creating a new segment, click on the 'Create New Segment' button at the top right corner adjacent to the segment template search bar.
👉 The first step is to name your segment, based on how you are going to classify your custom segments.
👉 Segments are created by drafting filters or stringing queries on your total customer count. You can make queries by constructing groups here. There are a total of 3 fields in a group.
👉 The first field gives you the following options:
- Order - Average Order Daily Count, Average monthly Order Count, Average Weekly Order Count, Life Time Order Count
- Purchase - Average weekly spend, Average monthly spend, Total spend till date, Average spend per purchase, Life Time Value, Number Of Days Since Last Transaction, Number of purchases in last 365 days, Number of purchases in last 36 months, Number of purchases in last month, Number of purchases in last year, Number of purchases in this year
- Survey - Average rating of survey, Average overall rating of survey
👉 The next field seeks you to set simple parameters such to filter the customer count: This includes:
- Not equal to
- is greater than
- is less than
- is greater than or equal to
- is less than or equal to
👉 The last field needs the value input, corresponding to the type of query constructed.
👉 You can build sophisticated segments using Boolean operators with other groups of queries.
👉 After completing a group, you can check the number of customers enrolled in that segment by clicking on the Preview button. You can see a preview of the segment on the right-hand side, under the ‘Preview’.
👉 Once you are satisfied with the segment created, you can save the segment by clicking 'Save' at the top right corner adjacent to the Segment Name bar. Once the segment is saved you would be asked to redirect to the search segment screen.
👉 You can notice insights available on the search segment screen for each segment selected when you click on a particular one like:
- Total revenue
- Average order value
- Customer count
- and a graphical representation of these parameters
If you have any queries, don’t hesitate to drop a mail to email@example.com.