Skip to main content

How do I export a custom segment?

Export custom segments from your customer database in a few quick steps.

Updated this week

šŸ·ļø Exporting a custom segment is unlocked

on the Loyalty Accelerate plan.


What is the process to export a custom segment?

1. In your Marsello admin, navigate to Customers > Segments

2. Under Segments, click View Segment on the segment that you would like to export

3. Under the Custom Segment page, next to Send Campaign to Segment, click the down arrow button

4. Click Export segment

In your Marsello admin, go to Customers > Segments. Under Segments, click 'View Segment' on the segment you wish to export. On the Custom Segment page, next to 'Send Campaign to Segment,' click the down arrow button. Then, click 'Export Segment. Your custom segment export will automatically start downloading as a CSV. file. It will be saved to your downloads folder on your computer.

Your custom segment export will automatically start downloading as a CSV. file. It will be saved to your downloads folder on your computer.

NEW-Marsello-Help-Center-Divider__2_.png

Which fields are included when I export a custom segment?

Your customer database export contains the following information:

Field

Description

Export ID

Unique ID for each customer. Useful for imports when an email is not available.

First Name

The customer’s first name.

Last Name

The customer’s last name.

Email Address

The customer’s email address.

Points Balance

Current loyalty points available to the customer.

Total Points Collected

The lifetime total of points the customer has earned.

Gender

Gender provided by the customer (if available).

Mobile Number

The customer’s phone number.

Birthdate

The customer’s date of birth.

Total Spent

Total amount the customer has spent at your store.

Total Orders

Total number of orders the customer has made.

Last Purchase Date

Date of the most recent purchase.

Segment

The RFM segment assigned (e.g., Best, Loyal, At Risk, Cold).

Accepts Marketing

Email marketing preference: True = accepts, False = does not accept.

Status

Customer account status (Active or Deleted).

Did this answer your question?