Before you get started:
Here are some key details to note before you begin crafting your custom segments:
Marsello custom segment conditions are broken down by the following demographics:
Customer conditions
Purchase data
Loyalty program
Feedback
Email marketing
Marsello's segment report will only display those customers who have accepted marketing. If you wish to see all customers who meet these segment conditions, you will need to export the list
When using a custom segment as your target audience, Marsello will only contact those customers who have accepted marketing
Customer conditions
When creating a custom segment based on customer conditions, you can build your segment based on the following customer details:
First name
Last name
Email
Mobile
Mobile country code
This may be added into the segment conditions as digits or the country's name
Gender
The gender conditions to segment will vary by merchant as these are pulled from the customizations saved in your creating a profile earn option.
Birthdate
This segment conditions uses an actual date.
Currently, the feature is unable to segment customers by birth month. If this is a feature that will be helpful to you, please let our support team know and they will put through a feature request for you.
Age
Created at date
Please note if you install Marsello today and have customers who created an account last year, their created at date will be noted as today.
RFM Customer Segment (these are Marsello's predefined segment conditions)
Lost (customers who haven't purchased in over 3 purchase cycles)
At-risk (customers who haven't purchased in 2 purchase cycles
Best (customers who have purchased more than once in the last purchase cycle)
Loyal (customers who purchased in the past few purchase cycles and often)
Promising (new customers who have made more than one purchase within this purchase cycle)
New (customers who have made their first purchase within this purchase cycle)
Window Shoppers (customers who have signed up but have not purchased yet)
Abandoned cart (for Shopify merchants only)
Custom tag
This is from custom tag imports
City
Country
State Zip
Purchase data conditions
You can further customize a customer segment based on purchase patterns:
Last purchase date
Total purchase
Total spend
Average spend per purchase
Product(s) purchased
Product collection(s) purchased
Site purchased from
📝 Note: The segment feature analyzes order data starting from the date Marsello was installed. It does not include sales data from before the installation. For example, if you use conditions like "average spend per purchase" or "product purchased," these will only consider purchases made from the installation date onward.
Loyalty program conditions
Want to send a campaign to boost customer engagement with your loyalty program? Use these segment conditions to get started:
Current points balance
Total points collected
Current year-to-date points
The current year-to-date points condition is set to the calendar year (January 1 - December 31)
Current year-to-date spend
The current year-to-date spend condition is set to the calendar year (January 1 - December 31)
Current VIP tier
This condition looks for the customer's VIP tier at-the-time the segment is run. If the customer should change tiers after this segment is saved, the customer will automatically be removed from this segment and added to the correct segment (if created)
Feedback
Planning to reach out to those customers who have left feedback about your store? These segment conditions will help you:
📝 Note: The feedback survey and Google Reviews need to be enabled in your Marsello dashboard and collecting feedback to use these segment conditions.
Last satisfaction rating
Feedback date received
Google review rating
Google review posted at
Email marketing
Looking to resend a campaign to customers who didn't open the original, or thank those who signed up through a marketing form? Use these conditions to help get started:
Sign up form
This condition will pull all those customers who have signed up via your selected form and accept marketing
Campaign email sent
The campaign email sent condition will allow you to select an email campaign by it's name
Campaign email last sent date
This condition will help you understand when customers are opening your campaigns (on the initial send or when the campaign is boosted)
Campaign email opened
The campaign email opened condition will tell you which customers have opened your email
Campaign email last open date
This condition will tell the last date in which the email campaign was opened by the customer
Campaign email clicked
The campaign email clicked condition indicates which customers have clicked links within your campaign
Campaign email last clicked date
This condition will help you understand when the customer has clicked links in your email.