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EXAMPLE: Building Customer Segment

Extremely granular queries are possible within Customer Segments. Let’s build an example customer segment configuration to identify Elite Members. An example configuration of Conditions used to segment these customers could be:

  1. Active Members, excluding Staff Memberships, with a dynamic relative date of ‘today.’
    1. Toggle ‘ON’ Advanced Filter to Include/Exclude specific plans, products, or customers.
    2. Define the date range. For ‘Active today,’ use a Relative Date configuration of:     StartOfDay TO EndOfDay.

  1. Aged 18 or older.

  1. At least 3 check-ins within a date range of the past 7 days.
    1. Define the Date Range for check-ins. To query based on the past 7 days of check-in: Use a Relative Date configuration from SubDays:7 TO EndOfDay

Relative Date Methods stack.  This example looks to the 1st of the upcoming month. 

>Add Months 1

>Start Of Month

  1. Customers also attended a yoga class within a date range of the past 7 days.


Once you’ve finished building your Customer Segment, Click Ok to save it.

It will now be shown on the Segment list Tab. Click the title to Open the Customer Segment.

 

 

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