Customer Segments
Customer segments let you save a named group of customers who meet conditions such as visits, total spent, days since last visit, and rank. You can then choose a segment as the audience of a push notification, so you can tailor a message to the people it is for instead of sending the same thing to everyone.
Where to find it
- Open Customers (CRM) and click "Segments", next to "Manage ranks"
- Available to the Owner, OperationsManager, and CampaignManager
- Available on the Starter plan and above
Creating a segment
- Click "Create a segment"
- Enter a segment name and, if you like, a description
- Use "Add a condition" to add conditions. For each, choose the field, the comparison, and the value
- Choose "Meets all conditions" or "Meets any condition"
- Check the "Customers matching now" count, then click "Save"
The "Customers matching now" count updates as you change the conditions. When you open a saved segment, up to 20 matching customers are listed next to the form, and each name links to the customer's detail page.
Available conditions
- Visits: at least / at most
- Total spent (yen): at least / at most
- Days since last visit: at least / at most. Days are counted by calendar date in Japan time. A customer who has never visited counts as "a long time ago": they match "at least" and never match "at most"
- Rank: choose from the ranks set up in your business account
- Tag: matches a tag on the customer exactly (not case-sensitive)
- Prefecture: matches the prefecture in the customer's address exactly
- Store: choose a store
Who is in a segment
- Membership is worked out when the segment is used, from the customer records as they are then. Nothing is stored per customer, so visits and rank changes are reflected automatically
- Only active customers are included
- The segment list shows how many customers each segment matches now, out of all active customers
Example conditions
- Dormant customers: Days since last visit at least 90
- Regulars: Visits at least 10
- VIP: Rank is GOLD or Tag is VIP (meets any condition)
- Not yet back for a second visit: Visits at most 1
- Loyal customers: Total spent (yen) at least 100000
- Regulars at one store: Store is that store and Visits at least 5 (meets all conditions)
Using segments
- Re-engaging dormant customers: send a come-back offer by push notification to the "Days since last visit at least 90" segment
- Early notice for VIPs: tell your VIP segment about a limited sale first
- Encouraging a second visit: send a "second visit special" to the "Visits at most 1" segment
To choose a segment as a push notification's audience, see "Specifying Distribution Segments."
About tags
Add tags on the customer's edit page, separated by commas (for example: VIP, Regular). You can find customers by tag with the search box on the customer list, and a customer's tags are shown on their detail page. A segment with a Tag condition gathers everyone who has that tag.
What you cannot do
- You cannot mix "all" and "any" within one segment
- There are no social media conditions, such as "registered on LINE" or "Instagram follower"
- There are no bulk actions on the customer list
"Groups" in SNS management are a separate feature. They gather people who contacted your store on social media (SNS contacts), not customers in Customers (CRM).
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