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Customer Segments

A rule-based customer segment builder — define criteria like "total spend over $500" or "hasn't ordered in 90 days," and the system computes, live, exactly which real customers currently match, using your actual invoice and purchase data. Segments can also be adjusted by hand on top of the computed list, so you get the best of automatic targeting and manual judgment together.

Who this is for

  • Businesses running targeted promotions or marketing to specific customer groups rather than blasting everyone the same offer.
  • Marketing/sales teams who want to identify VIP customers, at-risk customers, or any other meaningful group without manually cross-referencing spreadsheets.

Customer Segments — the main screen

drop a screenshot at assets/screenshots/guides/customer-segments.png to replace this

1. BUILDING A SEGMENT — STEP BY STEP

  1. Marketing → Segments → create a new segment.
  2. Add one or more criteria rows — each is a field, an operator, and a value (for example: total spend > 500, or last order date < 90 days ago).
  3. All the rules you add are combined with AND — a customer has to match every rule to be included, not just any one of them.
  4. Save. The system queries your real, live customer and invoice data and computes exactly which customers currently qualify — not a stale, manually-maintained list.

2. COMPUTED + MANUAL — BOTH AT ONCE, WITHOUT CONFLICT

A segment's membership isn't limited to only what the rules produce — you can manually add or remove specific customers on top of the computed set, and the system tracks the computed membership and your manual changes as two independent, synced sources. That's why, when the rules automatically re-run and refresh as customer data changes over time, a customer you deliberately added by hand doesn't get silently wiped out just because they no longer technically match the criteria — your manual judgment stays preserved alongside the automation.

How computed rules and manual overrides combine 
graph LR
  A["Criteria rows (AND)"] --> B["Live query against customer + invoice data"]
  B --> C["Computed membership"]
  D["Manual add / remove"] --> E["Segment membership"]
  C --> E

3. HOW IT CONNECTS TO THE REST OF THE SYSTEM

  • Customer records — every segment is built from real customer and invoice data already in the system, not a separate marketing database you have to maintain.
  • Promotions — segments can be used to target specific promotions and discounts at exactly the customers you intend, rather than offering the same deal storewide.

4. WHY IT SCALES FROM SMB TO ENTERPRISE

01

Small business

Build a simple "big spenders" segment in a minute with no marketing-tech expertise required.

02

Growing business

Layered AND-combined criteria let you get specific ("spent over $1,000 AND hasn't ordered in 60 days") without needing a data analyst.

03

Enterprise

The computed/manual dual-membership model gives marketing teams the automation of rule-based targeting without losing the ability to hand-curate a list for a specific campaign.

Quick Reference

Quick reference — where things live 
  Segments ................................. Marketing > Segments

See this running in your own account

Free to start, no credit card required — most businesses are set up and creating real records within minutes.

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