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 Portal, go to the group level.
2. Click on Marketing.
3. Navigate to Segments.
4. Click New from Combine.
5. Select Segment A and Segment B from your existing segments.
6. Choose the required operation to combine them.
7. Click Continue to generate the combined segment.

Operation Types

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.

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.

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.

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.