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Segments

Group members by birthday, gender, points, tier and more, and use the group to target rewards and incentives.

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Written by Zachary Marble

A segment is a group of members, such as "birthday in September" or "100 points or more". You can offer a reward only to a segment, or limit an incentive to it.

1. Create a segment

  1. Go to Customers › Segments and click New Segment.

  2. Fill in Name, Code and Description. Use lowercase letters and dashes in the code. Always fill in the description.

  3. Switch Enabled on.

  4. Under Parts, choose what defines the group. Use + ADD to combine several.

  5. Click Save.

The parts you can use: Gender, Birth year, Birth month, Birth date, Balance, Consent, Metadata, Event metric, Tag, Tier and Reward activity.

2. See who is in it

The Customers column shows how many members are in each segment.

Note: Segments update once a day, at 10:00 Bangkok time, so new members appear the next day.

3. Use a segment

  • In a reward, set Target to Segment and pick it. See Rewards.

  • In an incentive, add a Segment(s) rule. See Incentives.

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