Introduction to Segments

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Products


Loyalty

Supported plans

Premium, Enterprise

eCommerce Platform

Shopify, Shopify Plus

Goals and Outcomes

Segments enable you to group your customers based on customer data such as purchasing behavior, customer attributes, marketing subscription and engagement, UGC activity, and loyalty program activity.

Use segments to increase engagement and ROI by targeting shoppers with relevant campaigns and personalized communication flows. In this article, you’ll learn how segments work and how they can support your business strategy.

Segments Overview

Segments help you target customers with the most relevant campaigns and messaging. For example, you can create campaigns for your most valuable customers, high-potential prospects, or new shoppers.

Segments are defined by a set of conditions. For example, a segment might include customers who:

  • Spent the most on your store

  • Made a purchase within the last month

  • Have not purchased in a long time

Segments are dynamic and automatically update based on customer behavior and data changes.

Accessing Your Segments

Segments page within the Yotpo Loyalty admin

To view your segments:

  1. From your Yotpo Loyalty admin, go to Segments.

  2. You can review/edit existing segments, or create new ones.

Understanding Your Segment Data

Each segment displays key information next to its name:

  • Customers: The number of customers included in the segment

    • For example, 431 indicates the total number of customers

    • 12% shows the percentage of your total customer base

  • Last updated: The date the segment was created or last changed

  • Actions: Click the three dots next to a segment to see the available actions (view, edit, rename, duplicate, or delete). Learn more about managing segments.

Click the arrow next to a segment name to view more details, including:

  • The conditions that define the segment

  • The data sources used to build the segment

Learn more about segment conditions.

Next Steps

Now that you know what segments are, it’s time to create your first segment!