Customer Segmentation

Create powerful, dynamic customer segments using advanced AND/OR rule logic, purchase behavior filters, and real-time customer matching.

Overview

Customer segmentation allows you to group customers based on specific criteria. Segments are dynamic — customers automatically join or leave segments as their data changes. Use segments for targeted marketing, personalized experiences, and workflow automation.

Creating a Segment

Navigate to Segmentation

Go to Customers → Segmentation from the sidebar menu.

Create New Segment

Click "New Segment" to open the segment builder.

Add Rules

Build your segment by adding conditions and rule groups. Use AND logic to require all conditions, or OR logic for any condition.

Preview & Save

See the matching customer count in real-time. Save your segment when satisfied.

Rule Logic

Segments support nested AND/OR logic for complex filtering:

AND Logic

All conditions must be true. Use for narrow, specific segments.

orders_count >= 5
AND segment = "Champions"
AND city = "Riyadh"

OR Logic

Any condition can be true. Use for broader segments.

segment = "Champions"
OR segment = "Loyal Customers"
OR segment = "Potential Loyalists"

Nested Groups

Combine AND and OR logic by creating nested rule groups:

Available Fields

Category	Fields
Customer Info	`first_namelast_nameemailmobilegendercitycountrylang`
Customer Stats	`orders_countorders_amountorders_averagetotal_pointswallet_balance`
RFM Scores	`recency_scorefrequency_scoremonetary_scoresegment`
Analytics	`recency_daysfrequencymonetaryaovcltvchurn_risk_score`
Dates	`first_order_datelast_order_datesalla_created_at`
Purchase Behavior	`purchased_productpurchased_categorynot_purchased_productnot_purchased_category`

Operators

Comparison

equalsnot_equalsgreater_thanless_thangreater_than_or_equalsless_than_or_equals

Range

betweennot_between

List

innot_in

Text

containsnot_containsstarts_withends_with

Null

is_nullis_not_null

Date

in_last_n_daysbefore_dateafter_date

Purchase Behavior Filters

Filter customers based on what they have or haven't purchased:

Purchased Product

Find customers who have purchased specific products. Select multiple products to match any of them.

Purchased Category

Find customers who have purchased from specific categories. Great for identifying interest areas.

Not Purchased Product

Find customers who have NOT purchased specific products. Perfect for cross-sell campaigns.

Not Purchased Category

Find customers who have NOT purchased from categories. Identify untapped opportunities.

Segment Actions

View Customers

Browse all customers in the segment with full details and analytics.

Export

Export segment customers to CSV or Excel with all data fields.

n8n Integration

Use segments in n8n workflows for automated actions.

Example Segments

VIP Customers

High-value customers for exclusive offers

segment IN ("Champions", "Loyal Customers")
AND orders_amount >= 5000

Re-engagement Campaign

Customers slipping away who need attention

segment IN ("At Risk", "Cannot Lose", "About to Sleep")
AND last_order_date in_last_n_days 90

Cross-Sell Opportunity

Customers who bought A but not B

purchased_category = "Electronics"
AND not_purchased_category = "Accessories"

Analytics & RFM n8n Integration