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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.
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 through API. 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.
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.
The full list of capabilities of the Segments module:
In this article, you get a quick overview of all the most important information about managing Segment data.
Below you will find described operations that you can perform on Segments.
Segments will contain information about the time of computation. The field will be returned when computation took place and will not be returned when there was no computation.
Segments will recalculate every 10 minutes or after editing.
- 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. CLV - average Members Lifetime Value
- Created on - the date when the Segment was created
For a more detailed overview of all Segments, you can use filters. They will help you find the Segment which has the data you are looking for.
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.
To use a filter, you need to create it:
- 1.Click “Add filter”
- 2.Select a filter from the list and click on it
- 3.Choose the condition
- 4.Enter the values
- 5.Click “Add filter”
- 6.Check the table
After completing all the steps, the Segment list has been filtered:
- 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
- Managing Segments from the Segment view perspective
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
In this part, you will learn how to edit a Segment that you created before. All you need to do is select the specific Segment you want to edit and make changes.
How to edit:
- 1.Select the Segment
- 2.Click the context menu
- 3.Click "Edit"
- 4.Make a changes
- 5.Click “Edit segment”
You can edit Segment data directly from the Members' view:
- Basic information - you can change the name of the Segment and a short description explaining what the Segment is about.
- Conditions - here you can change the conditions of the Segments based on which Members will be added.
You can activate or deactivate each Segment.
When the Segment is currently inactive, it appears in the Segments list as grayed-out.
To activate/deactivate a Segment:
- 1.Select the Segment
- 2.Click the context menu
- 3.Click “Activate Segment” or “Deactivate Segment”
- 4.Click “Yes
If you don't need and will never use a Segment again, you can remove it.
To remove a Segment:
- 1.Select the Segment
- 2.Click the context menu
- 3.Click “Remove Segment”
- 4.Click “Yes
Besides viewing the list of Members added to the Segment, you can also download it. The file will be downloaded in CSV format.
To download the list:
- 1.Select the Segment
- 2.Click the context menu
- 3.Click “Download Members list”
You can see and verify which Members are assigned to the Segment.
To see the list:
- 1.Select the Segment
- 2.Click the Segment name
In this instruction, you will learn how to add a Segment.
- 1.Click “Add Segment”
- 2.Fill in all required fields (name)
- 3.Click “Add condition”
- 4.Select one of the Segments a type
- 5.Fill in all required fields
- 6.Click “Add Segment”
Conditions can be added separately in a specific Segment or mixed to create a Segment with a more advanced group. In this article, we'll briefly describe the differences between them, what data they need, and how to use them.
- Birthday in X number of days
- Registration date in X number of days
Create a Segment for Members who have had birthdays or signed in on a certain number of days.
For example:
The Segment to which Members who have birthdays within 14 days of today or who registered will be assigned.
A Segment of members in a specific age group is calculated based on the member's birthday.
For example:
Members in the age group between 35 and 65
A Segment of members located in a specific country.
For example:
Members from France
A Segment of members located in a specific city.
For example:
Members from London
A Segment of members located in a specific province.
For example:
Members from Birmingham
A Segment of members located in a specific province.
For example:
Members from BT22 1AZ
A Segment of Members whose average Transaction value is within the defined range.
For example:
A Segment with assigned Members whose average value of all Transactions is in the range 1750 - 2500.
The Segment with Members who have made a purchase in a specific channel (at least once).
For example:
A Segment with Members who made a purchase in your online store or one of the offline stores.
The Segment of Members who purchased products with a label on the product, which is on the label list. Tags are key-value pairs that can be attached to products.
For example:
A Segment with assigned Members who bought trousers(key) - jeans(value).
The Segment of Members who have purchased products from a specific brand, which is on the list of brands.
For example:
A Segment with Members who bought a product from the brand Bosch.
The Segment of Members who have purchased products with a specific SKU.
For example:
A Segment with Members who bought products with a specific SKU “123QWE” or “ZXC321”.
The Segment of Members who were added by an admin user.
For example:
A Segment with the most active Members. The admin can search via e-mail or member ID to add the custom list. The example below presents the list with the member IDs:
For example:
A Segment of wholesale or individual Members (Key – member type, Value – wholesale or Key – Member type, Value – individual)
For example:
Create a Segment of Members belonging to Key - Member type: group
A Segment of Members who have spent a specified gross value per day in a specified period.
For example:
A Segment of Members who spent between 20 and 400 gross value per day from 01-01-2021 to 01-10-2021.
The Segment contains Members who spent a certain gross value per day in the last x days.
For example:
A Segment of Members who spent between 20 and 400 gross value per day in the last three days.
Member Segment that is set to a specific gender.
For example:
A Segment with Members who have set their gender to female.
The Segment with Members who made the last purchase in the last x days.
For example:
A Segment with Members who last purchased in the 5 days.
The Segment with Members who made a purchase (at least one) within the specified date range.
For example:
A Segment with Members who made purchases in the first two weeks of March.
The Segment with Members who have spent a specified total gross value in a specified period.
For example:
A Segment with Members who spent between 2000 and 3000 total gross value from 01-02-2021 to 02-03-2021.
The Segment contains Members who spent a certain total gross value in the last x days.
For example:
A Segment of Members who spent between 250 and 400 total gross value in the last three days.
A Segment of Members with the number of Transactions within the specified range.
For example:
A Segment of Members whose Transactions count is between 10-20.
The Segment of Members whose number of Transactions in a specified channel is within a specific percent value.
For example:
A Segment of Members whose 18% of all Transactions were carried out in a specific channel.
The Segment of Members whose overall amount of Transactions is within the range.
For example:
A Segment of Members whose value of Transactions is between $100 - $200.
Last modified 13d ago