SEGMENTS
The Segments panel provides pre-defined (System) customer segments, as well as the ability to create custom segments, to help sites identify select groups of customers. Segments can then be used to view customers that belong to those segments, either in the Customers panel (via filter) or from the Segment Entries panel (select a segment's name from the Segments panel). Note: A CSV file of the customers that belong to a segment can also be exported (downloaded) from the Segment Entries panel.
ADD SEGMENT
Select the function to open the Add Segment panel, where sites can configure their own customer segments.
Search
Use the search function to locate a segment by entering all, or any part of, its Name.
Segments List
The segments list provides access to view or edit any segments configured for an organization. The segments list displays 10 segments per page.
Name
The Name column provides the segment's name. It is also a link that opens the SEGMENT ENTRIES panel, which provides a read-only view of its settings, list of customers currently included in the segment, and an function that downloads a CSV file of all customers in the segment.
Type
The Type column provides the segment's type. All segments have a type of Customer.
Last Updated
The Last Updated column provides the date and time the segment was last updated. The date is provided in m/d/yy format.
Created By
The Created By column identifies who created the segment. Default segments included with all systems are identified as System.
System
Default, system segments are provided for all systems. These segments can't be edited or duplicated.
Active Members
All customers who belong to a plan that has an Active status.
Discontinuing Members
All customers who belong to a plan that has a Discontinuing status.
Inactive Members
All customers who don't belong to a plan, but belonged to one more than 90 days ago.
Members with High Redemptions
All customers who belong to a plan that has 5 or more plan redemptions within the last 30 days.
Members with Low Redemptions
All customers who belong to a plan that has 2 or less redemptions within the last 30 days.
Multi-vehicle members
All customers who belong to a multi-vehicle active plan.
New Members
All customers who belong to a plan that has an Active status and was purchased within the last 90 days.
Non Members
All customers who have never belonged to a plan.
Non Members with Frequent Visits
All customers who have never belonged to a plan, but have visited 3 or more times within the last 30 days.
Non-Recurring Members
All customers who belong to a manual renew plan that has an Active status.
Recently Inactive Members
All customers who belong to a plan that changed to an Inactive within the last 90 days.
Recurring Members
All customers who belong to a plan that has an Active status, and that has automatically renewed 1 or more times.
Reloading Members
All customers who belong to a plan that has a Reloading status.
Suspended members
All customers who belong to a plan that has a Suspended status.
Status
The Status column identifies whether the segment is available to track customers.
Active
The Active status icon identifies the segment as active for at least one site in the organization.
Inactive
The Inactive status icon identifies the segment as not active for any site in the organization.
Duplicate
The Duplicate function creates a new segment by copying the corresponding segment, and then providing the ability to modify the new segment's settings. Note: System segments can't be duplicated.
Edit
The Edit function opens the corresponding segment in a panel where its settings can be modified. Note: System segments can't be edited.
