Create segments using filters

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Introduction

Segments are equipped with predefined rules using which you can set conditions for each partition. The segment details are updated automatically based on the ruleset. Rule-based segments are usually SCD and activity-based.

For example, you can have a segment based on RFM (Recency, Frequency, Monetary) and have partitions as explained below:

  • Champions: High spending customers who purchased recently and also shop quite often
    (Last Txn Date in the last 10 days) AND (Latency < 25) AND (Lifetime Purchased > 500)

  • Loyal Customers: A frequent shopper and responsive to promotions.
    (Last Txn Date in the last 30 days) AND (Latency between 25 and 45) AND (Lifetime Purchased between 200 and 500)

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  • You can create up to 10 SCD segments per org unit. So if you want to create a new one thereafter, you need to deactivate an existing SCD segment and create a new one. However, there is no limit on non-SCD segments.

To create a rule-based segment:

  1. On the EI navigation pane, click User Segments > Create Segment.
  2. In Segment Name, specify a name for the group.
  3. In Description, specify a short description of the segment.
  4. In Type, select SCD to keep a track of customers' behavior for the current segment. Select Non-SCD to save only the current snapshot.
  5. In Method, choose Conditions for creating based on rule conditions.
  6. Click Next to continue.
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  1. In Update, choose your preferred frequency for updating the segment data.
  • Manually: To update the partition values manually. The list will be updated only if the list is refreshed manually on the segment details page.
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  • Daily: To update the segment values on a daily basis.
  • Weekly: To update the list on a weekly basis.
  • Monthly: To update the list on a monthly basis.
  1. In Partition name, specify a name for the partition.
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  1. In Description, specify a short description for the partition.
  2. Click +Add rule > Customer summary KPIs and choose the desired option on which you want to define the condition.
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FILTERDESCRIPTION
Average Spent Per SKUGet customers based on their average item value (Total items purchased/total transaction amount)
Average Spent Per VisitGet customers based on their average transaction value per visit (Total transaction amount/No. of visits)
Canceled PointsGet customers by the number of reverted points. That is, issued points that were reverted due to reasons like transaction return.
Expired PointsGet customers by their expired points (points that are expired for not redeeming within the expiry period)
First Visit Basket SizeGet customers by the number of items purchased during their first visit (line-item count)
First Visit Bill AmountGet customers by their transaction amount during their first visit (line-item count)
Has Spike BillUsed to get Fraud bills. Gets customers whose bills have a sudden spike. For example, spiked 2 times, spiked greater than 5 times, and so on
Last Visit Bill AmountGet customers by their recent bill amount
LatencyGet customers by their average duration between two transactions
Lifetime PointsGet customers by their total loyalty points earned (considering from the registration date)
Lifetime PurchasedGet customers by their lifetime purchases amount (Total transaction amount after becoming a member)
Line Item CountGet customers by the total number of line-items purchase
Loyalty PointsGet customers by their current or active loyalty points
Max Bill AmountGet customers by the maximum bill amount recorded
Max Bill Count In DayGet customers by their maximum number of transactions in a day
Max Bill Count In WeekGet customers by their maximum number of transactions in a week
Max Zones With Billing On Same DayGet customers based on their transactions recorded in one or more zones on the same day (fraud customers)
Number Of VisitsGet customers by their total number of visits (visited and made transactions)
Number Of Visit DaysGet customers by the unique number of days visited
Points Awarded DaysGet customers by the unique number of days loyalty points were awarded
Redeemed PointsGet customers by the number of loyalty points redeemed
Redeemed RateGet customers by the percentage of points redemption - (Points Redeemed/Points Awarded) * 100
Redeemed VisitsGet customers by the unique number of days customers redeemed their points
Redeemed Visit DaysGet customers by the unique number of days customers redeemed their coupons
Redeemed Voucher CountGet customers by the number of coupons redemption
Redemption LatencyGet customers by the average gap (in days) between two consecutive redemption
Returned Bill AmountGet customers by the total amount of return transactions
Returned Bill CountGet customers by the number of transactions returned
SKUs ReturnedGet customers by the total number of items (SKUs) returned
SKU PurchasedGet customers by the total number of items (SKUs) purchased
Total Bill AmountGet customers by their total transaction amount
Total Bill CountGet customers by their transactions count
Total Line Item AmountGet customers by the total amount of line items purchased in their transactions
Total Points RedeemedGet customers by the total number of points redeemed
Total Returned Line Item AmountGet customers by the total amount of returned line items
Conversion DateGet customers by their loyalty conversion date (loyalty registration date) during a specified period
DOB DateGet customers by their birth date (day, month)
First Points Awarded DateGet customers based on the date when points were first awarded
First Points redemption dateGet customers based on the date when points were first redeemed (relative days or during a specified period)
First coupon redemption dateGet customers based on the date when a coupon was first redeemed (relative days or during a specified period)
Lapsation DateGet customers by their lapsation date (did not shop for a specific duration)
First Txn DateGet customers whose first transaction is in a specified period
Last Txn DateGet customers whose recent transaction date is in a specified period
Last Points Redemption DateGet customers whose recent points redemption is in a specific period
Last Coupon Redemption DateGet customers whose recent coupons redemption is in a specific period
Wedding DateGet customers by their wedding anniversary date. That is, anniversary in a specific duration
  1. To validate more than one condition, click + Add rule that uses OR operator - In this, a customer is added to the partition, if any of the specified conditions are satisfied.
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  1. To validate multiple rules (and), click +Rule Set (AND) > + Add Rule. In this, a customer is added to the partition only if both conditions are satisfied
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  1. Click Save.

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  • The Description field is mandatory along with other fields. The save button will not be enabled if the Description is left blank.
  1. Similarly, multiple partitions are required, and click Compute & Proceed. You will see the Processing bar.
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  1. Click Create to complete creating the segment. Else, it will be in the draft state
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The segment will be in Inprogress status initially and once processed, the status label will disappear automatically.

  • Inprogress: The segment creation is being processed

Note:

  • Draft: Signifies draft state where the recent changes were not saved. If you open the segment, you will see Draft available: Save changes to see the partition values. You can save or Deactivate draft segments
  • Active segment: Only active segments will appear on the service that consumes Segments. You can either edit or deactivate active segments
  • Inactive segment: These segments will be inactive and will not appear in any service that consumes segments. You can edit and activate inactive segments

Editing an existing rule-based segment

You can modify a segment to add new partitions or modify rules for existing partitions.

To edit a segment

  1. On the Segments summary page, click on the segment that you want to edit. You can filter the summary list by Type (SCD, Non-SCD, or All) and Method (Condition, Upload, or All) and also search for a specific filter in the Search box
  2. Click on the drop-down box that appears on the top and chooses Edit Segment.
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  1. Click Edit Partitions.
  2. To add a new partition, click Add Partition. If you want to update the rule of an existing partition, click on the More options icon > Edit. Modify rules as needed and click Save.
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  1. Click Compute & Proceed. You will see the Processing bar
  2. Click Update to complete creating the segment. Else, it will be in the draft state.

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  • If you try to edit the draft version, you will see the following prompt . Click Continue editing draft version to start editing the previously saved version, click Discard draft and edit current state to discard the previously saved draft version and edit
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Deactivate: You can click the Deactivate button to inactivate a segment and vice versa
Refresh: This lets you update the segment manually. This can be used for segments with the manual update. However, if you have a segment that is set to update monthly or any other frequency, you can get the updated list whenever required by clicking this manual Refresh. The time to complete the process depends on the rules to be evaluated and the data size.

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  • Limit of only 10 SCD segments: You can create up to 10 SCD segments only. If you want to create a new SCD segment thereafter, you need to deactivate an existing one and create new one.

Updated 5 months ago