Customer Segments and Targeting

Segments are saved groups of customers defined by filter criteria. Instead of sending campaigns to everyone, you can target specific audiences for more effective marketing.

Creating a Segment

1. Go to Marketing → Segments.
2. Click New Segment.
3. Give it a name and optional description.
4. Add filter conditions using the criteria below.
5. Save the segment.

Available Filter Criteria

Build segments using combinations of these filters:

Customer Attributes

Engagement Filters

Consent Filters

⚠️ Important: Campaign channels automatically respect consent status. Even if a customer matches a segment, they won't receive messages on channels they haven't consented to.

Combining Filters

Filters use AND logic — customers must match all conditions. Example combinations:

Dynamic Updates

Segments are dynamic by default — customer counts refresh automatically as customers:

• Earn or redeem points
• Visit outlets
• Update their consent preferences
• Complete or expire welcome offers

The customer count shown on each segment card reflects the current matching count.

💡 Tip: Refresh segment counts manually by visiting the Segments page. Counts are cached and update periodically.

Using Segments in Campaigns

When creating a campaign:

1. Choose your campaign channel (email, SMS, or push).
2. Select a segment as your audience.
3. Preview the estimated recipient count.
4. The campaign sends only to customers who match the segment criteria and have the appropriate consent.

Segment Management

• Edit: Update filter criteria at any time. The customer count recalculates immediately.
• Delete: Remove segments you no longer need. This doesn't affect past campaigns that used the segment.
• Duplicate: Clone a segment to create variations quickly.

Best Practices

• Start broad, then narrow — begin with simple segments and add filters as you learn what works
• Name descriptively — use names that clearly describe the audience (e.g., "Weekly visitors with email consent")
• Review regularly — audit segments quarterly to ensure they're still relevant
• Test small first — send to smaller segments before scaling to larger audiences