Customer segments
1. Introduction
Businesses receive a lot of orders from customers daily. It’s difficult for them to retarget their customers manually or send them order-related notifications depending on their purchase category.
Customer segments help you to send broadcasts to a particular group of customers based on their purchasing category or pattern.
By default, you get a set of 8 system-created segments based on the RFM model.
RFM model is a marketing tool to analyse the customer’s purchasing patterns or habits.
The RFM model has 3 important quantitative factors:
- Recency – How recently a customer’s purchase was made.
- Frequency – The frequency with which a client makes a purchase.
- Monetary Value – The amount of money spent by a consumer on purchases
2. Availability
This option is available under Store>Customers
![Availability](https://guide.floatchat.ai/wp-content/uploads/2023/05/Availability-3-1-1-768x377.png)
3.. Setup
You have an option of using the default system-generated segments, or you can create your own customer segments based on your use case.
![Create Segment (1)](https://guide.floatchat.ai/wp-content/uploads/2023/05/Create-Segment-1.png)
3.1 Add Segment
Click on ‘Add Segment’. You get an option of adding a name to your segment.
3.2 Set Date
Below that you get an option of setting a date range.
3.3 Parameters
You can set parameters based on the number of orders, order amount, Average order value (AOV), Last order and product type.
![Parameters](https://guide.floatchat.ai/wp-content/uploads/2023/05/Parameters-1.png)
The segments can also be created on the parameters such as customers’ collection name and country name.
![Parameters](https://guide.floatchat.ai/wp-content/uploads/2023/05/Parameters-2-1.png)
You can also add multiple parameters by clicking on the ‘Add Parameter’ button.
![You can also add multiple parameters by clicking on the ‘Add Parameter’ button (1)](https://guide.floatchat.ai/wp-content/uploads/2023/05/You-can-also-add-multiple-parameters-by-clicking-on-the-‘Add-Parameter-button-1.png)
3.4 Filter Expression
Using this option, you can add logical expressions such as ‘AND’, ‘OR’ between the created conditions.
![Filter Expression (1)](https://guide.floatchat.ai/wp-content/uploads/2023/05/Filter-Expression-1.png)
You can also add ‘CUSTOM’ conditions depending on your intended output. The expressions will function from the left-hand side to the right-hand side. Any value other than the parameters and the expression will not work.
![Filter Expression 2 (1)](https://guide.floatchat.ai/wp-content/uploads/2023/05/Filter-Expression-2-1.png)
Once the segment is created it would be visible under the customer segment list.
![Customers](https://guide.floatchat.ai/wp-content/uploads/2023/05/Customers-1-768x426.png)
The customer segments created by you would be under the segment type ‘CUSTOM’, and the default system-created segment would be under segment type ‘SYSTEM’.
‘Count’ is the number of customers included in that particular segment.
Note – System Segments auto-refreshes and updates the count data every 12 hr.
The User-Created Segment (i.e. CUSTOM) needs to be refreshed manually by clicking on the ‘Refresh Segment’ button under the “⋮” button).
![](https://guide.floatchat.ai/wp-content/uploads/2023/05/Segment-type.png)
The ‘Retarget Customers’ button will redirect you to the broadcast window.
Using the ‘Download Customer List’ option, you can download the list of customers in a ‘.csv’ file format with the details such as Name, Email, Phone number, Store AOV (avg. order value), Customer AOV, Number of orders, Amount spent, Last order date and product type.