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.
Segments are helpful in grouping Members based on their data, transactional data, or loyalty program behavior. Members are automatically added to the Segment if they are meet the conditions that are included in it. Thanks to Segments, we can automate the processes of loyalty program management and those related to personalizing loyalty offers, as well as facilitate 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.
The full list of capabilities of the Segments module:

Managing Segments

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.

Browsing the Segment list

  • Segment list overview
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. trans. amount - average Transaction amount
  • Avg. trans. - average Transactions
  • Avg. CLV - average Members Lifetime Value
  • Created at - 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. trans
  • Avg. trans. amount
  • Created at
  • 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. 1.
    Click “Add filter”
  2. 2.
    Select a filter from the list and click on it
  3. 3.
    Choose the condition
  4. 4.
    Enter the values
  5. 5.
    Click “Add filter”
  6. 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. trans. amount
    • Avg. trans.
    • Avg. CLV
    • Created at
  • Managing Segments from the Segment view perspective
As an Administrator, you can perform certain actions on the Segments. The actions which you can take:
  • Activate / deactivate Segment
  • Edit Segment
  • Remove Segment
  • Download Members list

Updating a Segment

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. 1.
    Select the Segment
  2. 2.
    Click the context menu
  3. 3.
    Click "Edit"
  4. 4.
    Make a changes
  5. 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.

Activating / Deactivating Segments

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. 1.
    Select the Segment
  2. 2.
    Click the context menu
  3. 3.
    Click “Activate Segment” or “Deactivate Segment”
  4. 4.
    Click “Yes

Removing a Segment

If you don't need and will never use a Segment again, you can remove it.
To remove a Segment:
  1. 1.
    Select the Segment
  2. 2.
    Click the context menu
  3. 3.
    Click “Remove Segment”
  4. 4.
    Click “Yes

Downloading Members list

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. 1.
    Select the Segment
  2. 2.
    Click the context menu
  3. 3.
    Click “Download Members list”

Members assigned to a Segment

You can see and verify which Members are assigned to the Segment.
To see the list:
  1. 1.
    Select the Segment
  2. 2.
    Click the Segment name

Adding a Segment

In this instruction, you will learn how to add a Segment.
  1. 1.
    Click “Add Segment”
  2. 2.
    Fill all required fields (name)
  3. 3.
    Click “Add condition”
  4. 4.
    Select one of the Segments a type
  5. 5.
    Fill all required fields
  6. 6.
    Click “Add Segment”

Segment conditions

We have 19 kinds of Segment conditions that you can use. 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.

Anniversary

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.

Average Transaction value

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.

Bought in specific channel

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.

Bought products with custom attributes

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).

Bought specific brands

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.

Bought specific SKU

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”.

Custom members list

The Segment of Members who were added by an admin user.
For example:
A Segment with the most active Members.

Members have such custom attributes values

The Segment of Members who have tags value are the same as on the list. Tags are key-value pairs that you can attach to Members during creating or editing an account.
For example:
A Segment of wholesale or individual Members (Key – member type, Value – wholesale or Key – Member type, Value – individual)

Members who have such custom attributes

The Segments of Members who have tags value are the same as on the list. Tags are key-value pairs that you can attach to Members during creating or editing an account.
For example:
Create a Segment of Members belonging to Key - Member type: group

Daily gross value in given period

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.

Daily gross value in last n days

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.

Gender

Member Segment that is set to a specific gender.
For example:
A Segment with Members who have set their gender to female.

Last purchase was n days ago

The Segment with Members who made the last purchase n days ago.
For example:
A Segment with Members who last purchased 5 days ago.

Purchase period

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.

Total gross value in given period

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.

Total gross value in last n days

The Segment contains Members who spent a certain total gross value in the last n days.
For example:
A Segment of Members who spent between 250 and 400 total gross value in the last three days.

Transaction count

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.

Transaction percent in channel

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.

Transaction value

The Segment of Members whose overall amount of Transactions is between the range.
For example:
A Segment of Members whose value of Transactions is between $100 - $200.

FAQ (Segments)

Copy link
On this page
Segments module overview
Managing Segments
Browsing the Segment list
Updating a Segment
Activating / Deactivating Segments
Removing a Segment
Downloading Members list
Members assigned to a Segment
Adding a Segment
Segment conditions
Anniversary
Average Transaction value
Bought in specific channel
Bought products with custom attributes
Bought specific brands
Bought specific SKU
Custom members list
Members have such custom attributes values
Members who have such custom attributes
Daily gross value in given period
Daily gross value in last n days
Gender
Last purchase was n days ago
Purchase period
Total gross value in given period
Total gross value in last n days
Transaction count
Transaction percent in channel
Transaction value
FAQ (Segments)