Goals and Outcomes
Segments are groups of customers defined by one or more conditions. Customers are automatically added when they meet the segment criteria and removed when they no longer qualify.
Segments are calculated in real time, ensuring that you always see the most up-to-date group of customers who meet your conditions.
In this article, you’ll learn how to create segments in Yotpo Loyalty & Referrals.
How to Create a Segment
To create a segment:
From your Yotpo Loyalty admin, go to Segments.
In the upper right corner, click Create segment.
Tip
If you want to create a new segment with similar conditions to an existing segment, you can just duplicate it and adjust the conditions. To do that, click the three dots next the segments and select Duplicate. Then edit the duplicated segment as necessary.
Name the segment and click Save.
Add conditions to build your segment.
Tip
Check the Summary box on the right to see the total number of customers and total number of loyalty members included in the segment. The Summary will dynamically update as you add or remove conditions.
Click Save when ready.
Important
Customers whose accounts have been deleted from your eCommerce platform are automatically excluded.
Email addresses ending in @example.com or @deleted.com are used for anonymization and are filtered out.
Once saved, your new segment will appear at the top of the list with a NEW label.
Next Steps
Once you’ve created your segments, you can start applying them to earning rules. Learn more about using segments in earning rules. You can update your segments at any time.