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How to Create a New Customer Segment

Create customer segments in Okya to target groups effectively by criteria like gender, age, purchase date, points, purchase count, or store of purchase.

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Written by Zachary Marble

Quick guidde

1. Introduction

This guide will walk you through the process on Okya, from defining segment names to selecting demographic details.

Introduction

2. Click "Segments"

Click the segment menu.

Click 'Segments'

3. Click "New Segment"

Initiate the creation of a new segment.

Click 'New Segment'

4. Input "Basic Info" Section

Input details in the "Basic Information" section. Details include: Name of Segment, Code, and Description of the segment. In this example, we want the segment criteria to reflect all customers who ordered from the East Lansing (Delivery Only) location.

Segment Name: East Lansing (Delivery Only) – Customers

Code: EL-Customers

Description: All Customers who place orders from the East Lansing (Delivery Only) location.

Input 'Basic Info' Section

5. Tick the "Enabled" box.

Tick the "Enabled" box.

Tick the 'Enabled' box.

6. Select "Segment Type"

Choose segment type. In this case, the "Bought by Store" segment is appropriate because we are targeting all customers that ordered from the East Lansing (Delivery Only) location.

Select 'Segment Type'

7. Input Segment Type Details

Select a specific store option. In this case, East Lansing (Delivery Only) is the details that are being entered.

Input Segment Type Details

8. Click "Save"

Save the newly created segment.

Click 'Save'

This guide provided a walkthrough on Okya for creating new customer segments, covering steps from naming segments to selecting demographic information.

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