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Creating Customer Segments


You can group customers who have similar characteristics into a customer segment for more elaborated customer segmentation analysis and targeted marketing strategies. SHOPLINE offers both default segments and the ability to create new ones. You can also edit or delete the segments that have been created.


In This Article



Default Customer Segments

SHOPLINE offers four default customer segments that are pre-defined by certain filters to help you filter customers.

  • New: It represents new customers in your store. Customers who subscribe to marketing emails and have less than one order are grouped into this segment.
  • Returning: It represents repeat customers in your store. Customers who subscribe to marketing emails and have more than one order are grouped into this segment.
  • Abandoned checkouts: It represents customers who have abandoned their checkouts in your store. Customers who have abandoned their checkouts within the past 30 days are grouped into this segment.
  • High-value: It represents customers who bring in significant monetary contributions to your store. Customers who have spent more than USD 1,000 in your store within the past 90 days are grouped into this segment.

To view the default customer segments, follow the steps below:

  1. From the left pane of your SHOPLINE admin panel, go to Customers > Segments.
  2. The page displays a table that includes the four default segments. Click any of them to access the segment page.
  3. The segment page lists the customers who meet the filtering criteria. If there are no customers who meet the criteria, it will show No data available.
  4. To switch to another segment, click the name of the current segment and choose the segment you want to view in the dropdown menu.
  5. SHOPLINE also provides a dashboard for every segment that includes metrics, charts, analytics and more to help you understand your customers. On the segment page, click the blue Customer segment at the top to access the dashboard.


Creating Customer Segments

The definition of the default segments may be different from yours. You can edit the default segments or create and customize new ones based on your store's conditions.

To create a segment, you need to first filter out the customers you need. There are five ways to filter customers quickly:

On the Customers page

  • Go to Customers, and use the filter icon to specify more specific conditions, or use existing segment templates or Advanced filter mode (see below).
  • Go to Customers and select filters from Recommended filters shown below the filters row to quickly apply recommended filter conditions.

In the Customers > Segments tab

  • Go to Customers > Segments, click Create segment, and filter customers by adding filters or using existing segment templates or Advanced filter mode (see below).
  • Go to Customers > Segments to directly apply the provided segmentation templates.

Advanced Filter Mode

If you are using the Advanced filter mode to filter customers, there are additional filter conditions available to you to create a more refined segment.

  1. In the Advanced filter mode page, select your filter conditions from the Condition list in the left pane and drag them to a Details box in the right pane. A box is a condition group and can accommodate more than one filter. If you need to combine multiple filters to achieve a more refined result, put the filters in the same box. If you need additional condition groups, click on Add a condition group. The system links the filters and groups with operators (and, or) to define the relationship between each other. Click the operators if you need to change the relationships.
  2. To exclude certain customers, drag and drop the filters into the box that has the not operator in front of it.
  3. Enter the segment name in the text box in the upper left corner and click Create.

Utilizing Tags

You can also add tags to individual customers or add tags in bulk to multiple customers. Then filter customers by tags to achieve segmentation. Refer to Managing Customers for more details.

After completing customer filtering, you can save the result as a segment.

  1. After filtering, click the Create segment or Add a segment button.
  2. Enter the Segment name and click Add.
  3. To adjust the filtering conditions, go back to the segment and change the filters.



Editing Customer Segments

In Customers > Segments, you can view all your current segments.

You can click on or switch to a segment to display the customers within it. Click the Other actions button in the upper right corner to rename, export, or delete the segment.


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