Segments
Grouping customers by shared criteria
What are customer segments?
Segments let you group customers by shared criteria — for example VIP customers, everyone in a certain city, or people who haven't ordered recently.
The Segments screen lists your segments with a stats bar showing total segments, total members, and the average members per segment. You can filter by All, With Members, or Empty.
How do I build a segment?
Tap the + button to open the segment builder. Give the segment a Name and an optional Description, then add one or more Conditions.
Each condition is a field, an operator, and a value — for example City, Total Spent, Order Count, Days Since Last Purchase, Has Tag, or Birthday Month. Tap Add Condition to stack more; all conditions are combined with AND, so a customer must match every one.
As you build, a live preview shows how many customers currently match.
Does a segment update automatically as customers change?
Yes. Segment membership is dynamic — it's calculated from your conditions rather than a fixed list. Customers automatically move in or out as their data changes, so a segment always reflects who matches right now.
Only active customers are considered when matching.
How do I use a segment?
Open a segment to see its member count, the conditions that define it, and the full list of matching customers. Tap any customer to jump to their profile.
Because a segment is a live group of customers who share criteria, it's a handy way to focus your outreach and campaigns — for example targeting a specific city or your highest spenders.
How do I edit, duplicate, or delete a segment?
From the segment list, swipe a row to edit or delete it. From a segment's detail screen, the action button lets you Edit, make a Copy (a duplicate with the same conditions), or Delete.
Deleting a segment only removes the grouping — it doesn't affect or remove any of the customers inside it.