Segments
On this page
A segment is a saved group of customers defined by rules, for example customers who spent more than 500 or who have not ordered in 90 days. Kartlo matches customers live, so a segment always reflects today. You never need to add or remove people by hand.
Once you have a segment, you can email it, create a discount code for it, or download its members.
The Segments page#
Open Segments from your desk. The top shows how many Segments you saved and how many Customers segmented across all of them. The list shows each segment's rules in plain English, its customer count and when it was last updated.
Counts in the list are refreshed when you save a segment. Click Recount to refresh every segment at once.
Create a segment#
- Open Segments and click New segment.
- Enter a Segment name, such as Big spenders.
- Under Customers matching, choose all rules (every rule must match) or any rule (one is enough).
- For each rule, pick an attribute, an operator and a value. Click Add rule for more.
- Click Preview to see how many customers match before you save.
- Click Create segment.
Rules you can use#
| Attribute | Operators |
|---|---|
| Total spent, Number of orders | is more than, is less than, is exactly |
| Last order, Customer since | was in the last (days), was more than (days) ago, never happened |
| Tag, Email, Phone, City, Country | is, is not, contains, starts with, is empty, is not empty |
| Accepts marketing, Has a storefront login | yes, no |
City and Country read the customer's saved addresses, so a customer matches if any of their addresses matches. Operators such as is empty and never happened need no value.
Examples#
| Segment | Rules |
|---|---|
| Big spenders | Total spent is more than 1000 |
| Lapsed buyers | Last order was more than (days) ago 90, and Number of orders is more than 0 |
| New this month | Customer since was in the last (days) 30 |
| Reachable VIPs | Tag is VIP, and Accepts marketing yes, and Email is not empty |
View and manage a segment#
Open the menu on a segment row to:
- View customers: see who matches right now and open any customer's profile.
- Edit: change the name or rules, then click Save segment.
- Delete: remove the saved group. The customers themselves stay.
Email a segment#
You can send a plain email to every customer in a segment who has an email address and agreed to marketing.
- Open the menu on the segment and click Email this segment.
- Check how many customers can be reached. Kartlo tells you how many have no email or did not opt in.
- Enter a Subject and write the Message. Blank lines become paragraphs.
- Click Send to followed by the number of recipients.
Each customer receives their own copy, sent from your store's email sender. Sent emails appear in your email log.
Create a discount code for a segment#
- Open the menu on the segment and click Create a discount code.
- Enter a Code, such as VIP10.
- Choose the Discount: Percentage off, Amount off or Free shipping, and enter the value.
- Optionally set Ends on. Leave it blank to run until you switch it off.
- Keep Cap uses at the segment size on, so the code stops working once everyone in the segment could have used it.
- Click Create code.
The code appears in Discounts, where you can switch it off.
Download a segment#
Click Prepare download in the segment menu, then download the members as Excel or CSV. The file has each customer's name, email, phone, orders, total spent and last order.