Segments

Open Customers › Segments. A segment is a group of customers that matches rules you set. It is always up to date: a customer who places a second order moves into “Bought more than once” without you doing anything.

Start from an idea

Under Ideas to start from are ready-made segments: Bought at least once, Bought more than once, Never bought, Email subscribers and No order in 90 days. Choose one to open it as a new segment, then change it if you like.

Value groups

Storeloom sorts your customers into groups by how recently, how often and how much they buy, against your own customers: Best customers, Loyal, New, Occasional, At risk, Lost and No orders yet. There’s nothing to set up. Each shows how many customers it holds and what they spent. Click one to see them in Customers, or use Value group as a rule in a segment.

Describe who you want

On a new segment, say who you want in your own words, such as *customers who spent over 200 and have not ordered in 90 days*, and press Write the rules. The rules appear for you to check before you save. This uses AI credits.

Create a segment

Create segment opens a form:

1. Name the segment.
2. Add Rules. Each rule is a field, a condition and a value:
   • Number of orders: at least, at most or exactly a number.
   • Amount spent: at least or at most an amount, in your store’s currency, less refunds and without cancelled orders, as the customer list shows it.
   • Last order: in the last, or not in the last, so many days.
   • Email marketing: subscribed or not subscribed.
   • Customer tag: has or does not have a tag.
   • Country: is or is not a country.
   • Added to the store: in the last so many days, or more than so many days ago.
   • First order: in the last so many days, or more than so many days ago.
   • Product bought and Bought from a collection: bought or did not buy it.
   • Left a checkout: reached the checkout and left, in the last so many days or not.
   • Store credit: holds at least or at most an amount.
   • Value group: is or is not one of the groups above.
   • City and Email domain: is or is not.
   • How they came: added in the admin, at the checkout, from an import, a signup form or an account.
   • Anniversary: the yearly return of the day they joined or first ordered, in the next so many days. The first anniversary is a year after that day, so someone who joined today has none this year; someone who joined on 29 February has theirs on 28 February in other years.
   • Text marketing and WhatsApp marketing: subscribed or not subscribed.
   • Got a campaign and Unsubscribed: in the last so many days, or not.
3. Match Every rule (customers must meet all of them) or Any one rule (one is enough). With no rules, the segment holds every customer.

Who is in it shows how many customers match, out of all your customers, and the first few by name, as you change the rules. Create segment saves it. Later changes to the segment are saved with Apply in the bar at the top.

Duplicate, on a segment’s page, opens a new segment with the same rules and its name marked as a copy; Create segment saves it. Once you have more than five segments, the list has a search by name and Sort by: name A–Z, most customers first, newest, or recently updated.

Use a segment

Each segment in the list shows how many customers it holds and their share of all your customers.

• The number beside each segment in the list opens Customers showing only that segment.
• A discount can be limited to the customers in a segment. A segment’s page says how many discounts use it.
• Under Who is in it, a saved segment’s page has See them in Customers, Email this segment (a new email campaign sent to it) and Discount for this segment (choose the kind of discount, and it starts limited to the segment).
• Delete segment removes the segment only; the customers in it are not affected. A segment cannot be deleted while a discount, or an email campaign that is a draft or scheduled, is for it: choose another audience for that first.

Who can see segments

Owners, admins and staff can see customers and segments.