It is important to note that custom segments are only available in our Springbot Growth Package. Each customer can store up to 10 custom segments in Springbot at a time.
When your team first installed Springbot, we pulled in your customers’ data and created a few prebuilt Customer Segments that you can use right away.
Our Custom Segment builder includes several different criteria points for you to explore, and you can select as many as you'd like for a single segment -- the possibilities are endless! You'll also be able to directly target customers in these segments when sending out Email Campaigns and Newsletters.
Create a Custom Segment
First, Hover over the Audience tab on the left navigation menu and then choose segments. You'll then click on the Create Segment button in the top right corner.
Custom Segment Name
Here is where you will name your segment. Be sure to name your segment something that you can use to easily identify why you made this segment and what it is used for.
Criteria Options
Along this page, you will see there are several different criteria options for you to choose from. You can combine as many different criteria options as you'd like, but keep in mind that as you continue adding in different criteria, the number of customer matches will begin to get smaller. Be careful to not over-segment as you may not end up with very many results!
Location Criteria
Purchase Criteria
Product Criteria
Email Criteria
Location Criteria
This data is collected from customer checkout information and is pulled from their on-file payment information.
Country
State / Province
Purchase Criteria
This is one of the more robust criteria sections and allows you to create segments based on the purchase information of your customers.
Average Order Value (AOV)
Total Order Value
Number of Orders
Date of First Order
Days Since Last Order
Date of Any Order
Registered vs. Guest Checkout
Product Criteria
This information is pulled directly from your eCommerce store based on Product Criteria that your customers purchased.
Category
Product Attributes (not every store will have Product Attributes, as this greatly depends on how you have your store data organized in your eCommerce store)
SKU
Email Criteria
Accepts Marketing (Allows you to segment customers by the "accepts marketing" or "does not accept marketing" status in your eCommerce store and Springbot Email Lists.)
Email Domain
Save Your Choices!
After you've selected all your criteria points, click Save at the bottom right.
Once you select Save, Springbot will dive into your entire customer list to see who meets all the criteria that you have selected. We’ll add these customers to the segment you've created.
FAQs
1) How long will it take for my segment to build?
Typically, it takes 5-15 minutes for Springbot to comb through your data and finalize a new segment (depending on how much stored data you have). If it is taking an extra long time, contact the Springbot Customer Success Team at help@springbot.com so they can look into it!
2) I have created a segment. Now what?
Now you can not only view the full breakdown of this segment on the Customer Segments page (including high-level metrics, demographic data, and a sales trends graph) but you can also send an Email Campaign to this segment as well!
3) Can I upload a CSV file as a segment?
You sure can! Go to Reports and then click Segments. In the top right, you will click the button that says Upload Segment. This is a great place to upload a list that you already have segmented, or perhaps a collection of email addresses you gathered at a trade show or in-store event.
