Create a custom segment

Segmentation allows you to create specific customer groups, which you can send targeted marketing campaigns or automations

Updated over a week ago

Examples of the types of segments you can create include customers who have purchased from a specific product collection signed up via a certain sign-up form or purchased within a certain timeframe.

What is a segment?

A segment is a group of your customers defined by conditions (or rules) that you set. Customers are automatically added to each segment when they match the exact conditions.

Segment conditions and settings

You can create segments based on any combination of the following condition groups:

Customer profile data

Allows you to segment your customers by their first name, last name, gender, account creation date, mobile country code and more.

Purchase data

Allows you to segment your customers by their purchase data, including their last purchase date, total number of purchases, products they've previously purchased, sites they purchased from and more.

πŸ“ Note: purchase data does not include historical orders from before Marsello was installed.

Loyalty program data

Allows you to segment your customers by their loyalty program details, including Current Points Balance, Total Points Collected and Current VIP Tier (if your Loyalty program and VIP Program are enabled).

Feedback data

Allows you to segment your customers by their Feedback Satisfaction Ratings and Last Feedback Received Date (if Feedback is enabled).

Email marketing data

Allows you to segment your customers according to which sign-up form they joined your mailing list through and their engagement with your email campaigns.

How to create a custom segment

1. In your Marsello admin, go to Customers > Custom Segments

2. Click Create Segment

3. Name your custom segment

4. Click Add Condition or Add Group

5. Select the field that you want to segment your customers by

6. Next to the field, select the operator that you'd like to use.

πŸ“ Note: There are different operators depending on which field name you select:

  • True or false based field names have: Is and Is not

  • Date-based field names have: Is, Is not, before, after, between, X days ago.

  • Number-based field names have: Is, Is not, greater than, less than, and between.

7. Then, select or enter the value

8. Click Add Condition to add another segment condition

Repeat the above steps to add more conditions. You can add as many conditions to your segment as needed.

To create more advanced segments, you can use Groups to combine certain conditions. If you use groups, take extra care to ensure that the and/or function is correctly assigned (this can greatly affect who enters your segment).

πŸ“ Note: Multiple conditions are automatically set to the 'and' rule by default. Toggle this switch to create an 'or' rule.

9. Once you’ve set your segment conditions, click Preview Segment to see a sample of the customers who meet your segment conditions.

In the preview, you can see how many customers currently meet the segment conditions.

10. Click Save and Create Segment

Your segment will then be created and added to your Segments dashboard. Customers will enter the segment when they meet the conditions you set.

You can choose to export each segment for more detailed reporting at any time.

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