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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
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On this page
  • Segments module overview
  • Browsing the Segment list

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  1. Main Features
  2. Members

Segments

In this section, you will learn how segmentation works in Open Loyalty. How to configure Member Segments according to your preferences, how to create new Segments, and assign Members to existing ones.

Last updated 10 months ago

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Members can be grouped into Segments based on their data, transactional data, or loyalty program behavior. Segments can be configured by the Administrator in the Segments module or sourced from external 3rd party systems . Users are added to Segments automatically after meeting the requirement of being in a given Segment. Thanks to this, you can automate the processes of loyalty program management and those related to personalizing loyalty offers and facilitating marketing communication.


Segments module overview

The Segments module contains all the functions related to segmentation. In this section, you can create Segments to which your Members will be assigned, change the Segment configuration, or download a list of Members assigned to a Segment. This is one of the main functionalities of our service, based on which you can add e.g. marketing activities.


Browsing the Segment list

In the main-view table which contains the list of all Segments, you will find data with basic information about them.

  • Name - Name of the Segment

  • Members - number of added customers

  • Avg. transaction value - average Transaction amount

  • Avg. number of transactions - average Transactions

  • Avg. spending - average spending

  • Created on - the date when the Segment was created

For a more detailed overview of all Segments, you can search via name and/or use filters. They will help you find the Segment which has the data you are looking for.

Table Search by name:

Once you start typing the name, the results will change automatically.

Filters you can use:

  • Active

  • Avg. CLV

  • Avg. number of transactions

  • Avg. transaction value

  • Created on

  • Description

  • Members

  • Name

You can use one filter, or create and use several filters at the same time.

Sorting the Segment list

Sorting data is used when you (an Admin) would like to sort the Segments by specific data. This includes:

  • Name

  • Members

  • Avg. transaction value

  • Avg. number of transactions

  • Avg. CLV

  • Created on

As an Administrator, you can perform certain actions on the Segments. The actions you can take:

  • Activate/deactivate Segment

  • Edit Segment

  • Remove Segment

  • Download Members list

through API