Build a segment of customers and export it
A segment is a saved filter of your customers. Its count is live, it is the audience of a campaign, and you can download it as a CSV or Excel file.
Before you start
- To save a segment you need Change the CRM: tags, notes, consent, segments, campaigns, deals. To see and download segments you need See the CRM: customers, segments, results.
Steps
- Open CRM → Segments.
- In the New segment form, type a Name, for example "Big spenders who went quiet".
- In the first Rule row, pick a rule, for example Spent over.
- Fill in what the rule needs: Days (1 to 3,650), Amount or count, or a value (a tag, a product or branch code, a city, a group or a channel).
- Add more rules on the next rows. Leave a row empty to skip it.
- Select Preview to see how many customers match and how many agreed on WhatsApp and by e-mail.
- Select Save. The segment appears in the list with its count.
- To download it, select Download CSV or Download Excel on the segment.
[SHOT crm-segment-builder 1440x900]Screenshot to come: CRM → Segments: the list of saved segments with counts and the Download CSV / Download Excel links, and the New segment form with two rules filled in (Spent over 5,000 in 90 days, Not seen for 60 days) and the preview line '42 customers match (18 agreed on WhatsApp, 25 by e-mail)'
The rules
Every rule of a segment must match. A segment has up to 12 rules.
| Rule | Picks customers who |
|---|---|
| Spent over / Spent under | spent more or less than an amount in the last N days (nothing spent counts as under) |
| Visits at least | bought at least N times in D days |
| Not seen for / Seen within / First visit within | last bought more than N days ago / within N days / bought for the first time within N days |
| Birthday this month | have their birthday this month |
| Has the tag | carry a tag |
| Bought the product | bought a product (by its code) in D days |
| Buys at the branch | buy most at a branch |
| Lives in the city | have that city on their record |
| Credit overdue | owe you and have paid nothing for D days |
| Points at least / Stamp card nearly full | have at least N loyalty points / are N stamps or fewer from a reward |
| In the group | belong to a group such as Champions or At risk |
| Agreed on | agreed to messages on a channel |
Good to know
- A visit is an issued invoice or a delivered online order. See open a customer's record.
- The count is live: it uses last night's purchase figures with the customer's record as it is now.
- Segments are archived, never deleted: select Archive to hide one. Campaigns that used it keep its name.
- You can keep up to 100 segments.
- Each export is written to the activity log.
- Select Send a campaign on a segment to start a campaign for it. See send an e-mail campaign.
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