Customer Segments
Customer segments let you group your customers, for example "VIP Customers" or "New Customers". Segments can either be built up automatically from rules (dynamic) or maintained by hand (manual).
What can I do here?
- View all segments with type (dynamic/manual), member count, conditions and status
- Search segments and filter by type (dynamic/manual) or status (active/inactive)
- Create a new segment: set name, description, color and priority
- For dynamic segments, define conditions (e.g. "order count ≥ 5"), test them before saving, and see how many customers currently match
- Recalculate a dynamic segment so its member list is up to date
- Activate/deactivate or delete a segment
- View metrics across all segments (total segments, active segments, total members, avg. members per segment)
Step by step
- Create a segment: Click "Create Segment", set name, description, color and priority on the "General" tab, and choose whether the segment is dynamic (rule-based) or manual.
- Define conditions (dynamic segments only): On the "Conditions" tab, add one or more conditions (e.g. order count, total spent, logged in, new customer, customer tag, customer group), and choose whether all conditions must match (AND) or at least one (OR).
- Test conditions: Use "Test Conditions" to check how many customers currently match the configured conditions before saving.
- Maintain the segment: From the row's action menu, a segment can be edited, recalculated (dynamic only), activated/deactivated, or deleted.
Fields explained
| Field | Meaning | Notes/Effect |
|---|---|---|
| Name | Segment name | Required |
| Description | Free text explaining the segment's purpose | Optional |
| Color | Color marker shown in the overview | Visual only |
| Priority | Numeric value for sorting/weighting segments | A higher number can be used for your own prioritization |
| Dynamic (rule-based) | Determines whether members are found automatically from conditions | If off, the segment is manual and customers would need to be assigned outside this condition logic |
| Active | Determines whether the segment is currently in use | Inactive segments still show up but are marked inactive |
| Conditions (match group) | AND/OR combination of the individual conditions | Determines whether all or just one condition must match |
| Members | Number of customers in the segment | For dynamic segments, the result of the last calculation |
| Last Calculated | Timestamp of the last automatic recalculation | Relevant only for dynamic segments |
Values & statuses
Segment type
| Value | Meaning | What happens |
|---|---|---|
| Dynamic | Members are determined automatically from the configured conditions | Can be refreshed at any time via "Recalculate" |
| Manual | Members are not determined automatically from conditions | The Conditions tab shows a hint that customers are added individually |
Status
| Value | Meaning | What happens |
|---|---|---|
| Active | The segment is in use | Considered in reports/lists |
| Inactive | The segment is deactivated | Remains but is marked inactive |
Condition fields (selectable when building a condition)
| Value | Meaning |
|---|---|
| Order Count | Number of orders the customer has placed so far |
| Total Spent (cents) | Customer's total spend so far |
| Is Logged In | Whether the customer has a registered account |
| Is New Customer | Whether this is a new customer |
| Customer Tag | Whether the customer has a specific tag |
| Customer Group | Membership in a customer group |
Operators
| Value | Meaning |
|---|---|
| = / != | equal / not equal |
| > / >= / < / <= | greater / greater-or-equal / less / less-or-equal |
| in / not in | contained in / not contained in a list of values |
Frequently asked questions
What's the difference between a dynamic and a manual segment?
A dynamic segment calculates its member list automatically based on the conditions you set (e.g. "total spent ≥ €500"). A manual segment has no such rule — membership is handled outside this condition logic.
Why does a dynamic segment show an outdated member count?
A dynamic segment's member list isn't continuously updated live — it reflects the last recalculation. Use "Recalculate" to refresh it.
What is the test button for conditions used for?
It lets you check, before saving, how many current customers would match the configured conditions.
What happens when I deactivate a segment?
The segment remains but is marked inactive and can be reactivated at any time.