Creating Customer Segments
Customer Segments will define a group of customers that can be used with Redpoint’s built-in tools to create Custom Reports, Email Automations, Promotions, and several other applications.
Segments can be defined based on attributes of the Customer Record, Customer Activity, or specific tags.
Go to Manage Menu > Customer Segments & Requirements > Segment List Tab > Create New Customer Segment
General Tab
- Name and Group your Segment
- Add a Description
- Toggle to restrict to admin. Protect segments used in Customer Requirements
Builder Tab
- Select in Dropdown Menu found at the top of the screen
- Match all of the following: Segment must match ALL Conditions
- Match any of the following: Segment can match any Condition specified in Builder
- DOES NOT match all of the following: Customer will only populate in Grid if Customer Record does not match all of the specified Conditions
- DOES NOT match any of the following: Customer does not match any of the specified Conditions
- + Add Condition
- Customer Record: Segment based on attributes on the Customer Record
- Customer Activity: Segment based on actions the customer has taken
- Misc.: Add Custom SQL for specified queries
- Tags: Segment based on Tags placed on the Customer Record
- Custom Attribute: Segment based on Custom Attributes defined by facility policies
Conditions can be built to identify customers who satisfy a certain condition, or if customers DO NOT satisfy the defined condition via a drop-down selection in the Condition Builder.
Segments can be built to identify all matching conditions, any matching conditions, or if the segment will be defined based on if the conditions are missing (DOES NOT match any/all of the following conditions)
Follow this link to see an example customer segment configuration being built.
Segment Customers Tab
click Generate Grid to populate a grid of customers who meet the criteria for the segment conditions.
Segment Usages Tab
From the ‘Segment Usages’ Tab, you are able to see a list of Email Automations or Promotions that utilize a specific Customer Segment.
Use segments in Pricing Rules, Promotions, Customer Requirements, or set up an emailed report.
Bulk Actions Tab
You can add a note or tag to a customer segment to help with organization or filtering. Tags can also be removed using bulk actions for efficient management.
Generated SQL Tab
SQL (Structured Query Language) is a standard language used to communicate with relational databases. It allows users to create, read, update, and delete data using simple, structured commands. SQL is widely used for querying customer data, generating reports, managing records, and supporting business logic in data-driven applications.
In our system, SQL can be used to build custom segments, generate insights, or automate workflows based on specific data criteria.
Segment List
All created Customer Segments can be viewed, filtered, and edited from the Segment List Grid.
Click Sort to organize your segment list. Additionally, you may use group names to stay organized as well.