Customer Segments Overview
Customer segments are used to divide customers into different groups based on common characteristics such as: customer type, age, gender, purchasing behavior, etc., and will allow you to filter reports by different groups more effectively and appropriately.
Here are a handful of examples that demonstrate how you can segment customers for more targeted campaigns:
Munchie Lovers
- Customers that like (purchased) edibles within the last 30 days
- Customer Types: Recreational, Medical, & Employee
- Product Types: Edibles (solid)
- Last Purchased within: 30 days
Phat Panda Preroll Lovers Segment
- Customers that like (purchased) Phat Panda prerolls, have bought at least 15 prerolls since becoming a loyalty customer, and have made a purchase within the last 14 days
- Customer Types: Recreational, Medical, & Employee
- Product Types: Prerolls
- Brands: Phat Panda
- Lifetime Sales Count Greater than: 15
- Last Purchased within: 14 days
Vendor Day Segment
- Customers that have been a loyalty customer since the beginning of 2020, like (purchased) Cheeba Chews, and has bought that brand at least 10 since becoming a loyalty customer
- Customer Types: Recreational, Medical, & Employee
- Member Since: 01/01/2020
- Brands: Cheeba Chews
- Lifetime Sales Count Greater than: 10
Local Customers Segment, Age 21-30
- Customers that are locals, and are between the ages 21 and 30 years old
- Customer Types: Recreational, Medical, & Employee
- Customer Tags: Local
- Age Range Between 21 and 30 years
Employee Customer Samples Segment
- Employee customers who purchase samples often
- Customer Types: Employee & Employee Med
- Select Product Types: Sample
To Create a Customer Segment:
- Hit the Marketing tab from the main menu
- Select Customer Segments
- To create a new segment, hit the blue 'New Customer Segment' button
- Fill out the segment criteria using any of the following fields:
- Name: this is the friendly name of what your segment is called
- Customer Segment Description
- Customer Types: Recreational, Medical, or Employee
- Customer Tags: Tags are customizable by venue
- Gender
- Birthday Options: this week or this month
- Age range
- Minimum Orders
- Minimum Spend
- Loyalty Membership: loyalty membership tiers are customizable by venue
- Last Contacted
- Min Lifetime Points
- Min Spendable Points
- Member Since
- Purchased - Product Types
- Purchased - Brands
- Purchased - Strains
- Lifetime Sales Count Greater Than: this is the total amount of times the customer has purchased a certain product type, brand, and/or strain
- Last Purchased Within: number of days since a customer has purchased a certain product type, brand, and/or strain
- Hit Save.
- To use these segments, go to the report of your choice and select the "Customer Segment" filter and pick the customer segment you'd like to filter by.
