Page Summary

On this page, there are two main components:

  1. Automatically Generated Customer Segments: Using our A.I., we automatically create customer segments for you based on their previous buying behaviors.

  2. Custom Segments: We also offer you the ability to create your own segments based on buying behaviors that you would like to target.

Automatically Generated Customer Segments

Using our A.I., we automatically create customer segments for you based on their previous buying behaviors. We'll show you the total number of customers that fit that profile, and also the total historical order value that this segment has spent with you.

Segments are split in to three general categories:

  1. Grow Sales

  2. Retain Customers

  3. Increase Purchase Frequency

Grow Sales:

Retain Customers:

Increase Purchase Frequency:

Segment Types

The automatically generated segments that we will create for you include:

For Grow Sales:

  1. Big Spenders - Anyone who spends more than mean + 1.5x the standard deviation of the ARPU in the past 12 months and has also purchased at least as much as the average number of orders in the past 12 months

  2. Discount Seekers - Customers where the percentage of orders that have a discount is at least mean + 1.5x the standard deviation across all customers when it comes to discounts

  3. High-income Customers - Customers who live in the top 1% highest income zip codes

  4. Recent First-Time Buyers - Customers whose first purchase was within the past 7 days

  5. Small Fish - Anyone who spends less than mean - 1.5x the standard deviation of the ARPU in the past 12 months

For Retain Customers:

  1. At-Risk Customers - Active customers that are at-risk of going dormant

  2. At-Risk High-Value Customers - Your biggest spenders who are at-risk of going dormant

  3. Dormant Customers - Customers whose last purchase was long enough ago that they likely wouldn't come back on their own

  4. Overdue For a Purchase - Customers who have bought something at least three times and whose last purchase is more than mean + 2x * the standard deviation of that person's normal purchase count (note that the churn rate for this segment will be N/A)

For Increase Purchase Frequency:

  1. Frequent Purchasers - Anyone who purchases more than mean + 1.5x the standard deviation of the average number of orders for all users over the past 12 months

  2. One-Time Purchasers - Anyone who has only made one purchase

  3. Repeat Purchasers - Any customer who has made two or more purchases

Segment Detail Page

General Overview

You can click on each segment on the page to bring you to a detailed view of each customer cohort. This will bring you to a page that looks like this:

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On this page, we will show you a few things:

  • Average Order Value: The average order value of customers in this segment.

  • # of Customers At High Risk of Churn This Week: The total number of customers at high risk of churn this week.

  • Average Time Between Purchases Per Customer: The average time between purchases per customer who has made more than three orders.

  • Total Customers: The total number of customers in this segment. You can toggle this on the chart as well as the date range in the bottom left.

  • Total Order Amount Per Segment: The total order amount for this segment. You can toggle this on the chart to show performance over time. Also, the green text shows the total amount of sales generated from this segment compared to all sales. You can also toggle the date range for this data in the bottom left.

Segment Retention

Here, you'll find two graphs:

  1. Sales from Repeat Buyers: Of your total sales in previous time periods, how much were made up from repeat customers who have bought from you before.

  2. Average Time Between Purchases: The average time between customer orders in months.

Sales from Repeat Buyers

Here, you'll see a breakdown of your sales by how many customers were new buyers (light blue) and how many were repeat buyers (dark blue).

This data is shown by historical dates, starting from the last year, last 6 months, last 3 months, last 1 month, and last week.

You can hover over the graph to see the total dollar value of sales from repeat customers versus the total sales from that specific time period.

Average Time Between Purchases

Here, you'll see the two things:

  1. Average Time Between All Orders

  2. Average Time Between Big Spender Orders

Average Time Between All Orders

Average time between purchases made by repeat customers who have made more than three purchases before. In this case, the average is 5.3 months in between purchases.

Average Time Between Big Spender Orders

Average time between purchases made by big spender customers who have made more than three purchases before. In this case, the average is 3.6 months in between purchases.

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Custom Segments

Here, you'll be able to generate your own custom segments on top of the automatically generated segments that we create for you.

Setting Up Your Segment

A few quick steps to get started:

  1. Name your segment

  2. Describe your segment (optional)

  3. How you want to create your segment (either by conditions set, or by a list of user ID's or emails)

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Creating Your Segment's Inclusion Criteria

Here, you'll see our segment builder in which you can specify conditions that you want to include customers in your list.

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The first thing you'll need to do is choose a condition. The few options that you'll be able to choose from are:

Each condition can be toggled to a value or range such as:

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For each condition, you can also set a date or time period:

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Something to note:

  • Each unique condition section can have one or multiple OR's. This means that if a customer fits any of the conditions, they will be included before the next filter.

  • In this case, a customer does not have to be both at high risk as well as have not made an order yet this year. They just have to fit one of the criteria to be included.

  • Then, they will go through another test, which is whether or not they have made purchases before with an average cart value of at least $100.

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