To create a segment, click on theCreate segmentbutton in the Segments section. There are two types of segment: 'Static' and 'Dynamic'.
When choosing the "Static" segment type, the system checks only once whether a customer meets the criterea for a segment. After a client enters a segment they will remain in it, even if the client's data has changed and no longer matches the segment's conditions.
When choosing the "Dynamic" segment type, the check is performed every four hours according to the client base. In this case, customers can both "enter" and "leave" the segment if their parameters change relative to the segment conditions.
If "Available in analytics" is ticked, an axis will be available in the analytic widgets named “Segment” after the segment has been created.
The symbolic code is used for external interaction with the created segment.
Below is a button for adding filter groups by which customers can be segmented.
There are 4 thematic blocks to choose from:
- Segmentation by client data.
- Segmentation by orders.
- Segmentation by visit.
- Segmentation by communication.
The filter groups “Orders”, “Visits”, and “Communications” can be added several times. The “Clients” group can only be added once. The logical condition between all groups is "AND".
After adding a block, filters will appear. These are used for segmenting.
Segment creation and formulation occurs in the background. Static segments are queued for generation immediately after they are created or modified. Dynamic segments are generated and recalculated every four hours.
At the end of the creation of a segment, the user who created the it will receive a notification in the form of a pop-up in the bottom right of the screen. They will also receive an email notification.
Whether the alert or message is sent to the mail depends on user settings ].
The entry and exit of a client into a segment is recorded in the client's history. This allows you to track events in triggers for customer information change.