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Admin Portal

Combining Segments

Advanced customer segments can be created by combining two existing segments. This enables a more specific way of targeting by merging, intersecting, or comparing different customer groups.

  1. In the Admin Portalarrow-up-right, go to the group level.

  2. Navigate to Segments.

  3. Click Combine.

  4. Select Segment A and Segment B from your existing segments.

  5. Choose the required operation to combine them.

  6. Click Continue to generate the combined segment.

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Operation Types

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Union (A ∪ B)

Combines both segments. Includes customers who appear in Segment A, Segment B, or both.

Example:

Campaign: Brunch Menu Product Launch Campaign

Segment A: Breakfast Customers - Customers who have ordered during breakfast time ranges.

Segment B: Lunch Customers - Customers who have ordered during lunch time ranges.

Combining the segments through a union will give a list of customers who have ordered during either breakfast or lunch (or both). This combined segment can then be used to promote the brunch menu.

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Intersection (A ∩ B)

Finds common customers. Includes only customers who appear in both Segment A and Segment B.

Example:

Campaign: Lapsed VIP Customer Re-engagement Campaign

Segment A: High Points - Customers with 1000+ loyalty points

Segment B: Inactive Customers - Customers who haven't ordered in 30 days

Getting the intersection of these segments would result to a list of customers who have high points but have stopped ordering. This combined segment can then be used in the campaign.

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Difference (A \ B)

Excludes Segment B from Segment A. Includes customers who appear in Segment A but not in Segment B.

Example:

Campaign: "We Miss You" Win-Back Campaign

Segment A: Regulars - Customers with 5+ orders

Segment B: Recently Active - Customers whose last order was in the past 60+ days

Combining the segments by getting the difference of the segments will result to a list of customers who ordered frequently but haven't ordered recently. This combined segment can then be used to in the campaign.

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Difference (B \ A)

Excludes Segment A from Segment B. Includes customers who appear in Segment B but not in Segment A.

Example:

Campaign: Product Cross-Sell

Segment A: Pizza Buyers - Customers who have ordered pizza products

Segment B: Recently Active - Customers whose last order was in the past 30 days

Combining these segment by getting the difference of the segments will result to a list of recently active customers who have never ordered pizza. This combined segment can then be used to promote the pizza menu.

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