Segment Configuration and Filter Options

General

Segment Name: The name you assign to identify this customer segment (e.g., "All Flame Pizza Dundrum Customers", "Frequent Brunch Customers", or "Lapsed VIP Members")


Filter Options

Order History

Number of Orders: Filter by total order count. Set minimum and maximum values to define the range.

Last Order Time: Filter by date of most recent order. Set a date range to identify when customers last ordered.

First Order Time: Filter by date of first order. Set a date range to identify when customers joined.

Has Not Ordered in Days: Filter by number of days since last order. Useful for identifying inactive customers.

Marketing Preferences

Marketing Allowed: Filter by marketing opt-in status. Select "Yes" for opted-in customers or "No" for opted-out.

Marketing Skipped Until: Filter customers with temporary marketing opt-outs. Set a date range for the pause period.

Points Balance

Points Balance: Filter by current loyalty points total. Set minimum and maximum values to define the range.

Venues

Has Ordered from Venue: Filter customers who have ordered from selected venue.

Has Not Ordered from Venue: Filter customers who have never ordered from selected venue.

Products

Has Ordered Product PLU: Filter customers who have purchased selected products.

Has Not Ordered Product PLU: Filter customers who have never purchased selected products.

Service Types

Has Ordered Service Type: Filter customers who have used selected service type (e.g., delivery, collection).

Has Not Ordered Service Type: Filter customers who have never used selected service type.

Discounts

Has Redeemed Discount: Filter customers who have used selected promotional offers.

Has Not Redeemed Discount: Filter customers who have never used selected promotional offers.

Platforms

Platform Used: Filter customers who have ordered through selected platform.

Platform Not Used: Filter customers who have never ordered through selected platform.

Time Ranges

Favourite Order Time Ranges: Filter customers by their favourite ordering times.

Included IDs

Instead of using filters, you can manually specify customers by uploading CSV files:

Included Consumer IDs: Upload a CSV of customer IDs to include in the segment. Only these customers will be included.

Excluded Consumer IDs: Upload a CSV of customer IDs to exclude from the segment. All other customers will be included.

Last updated