---
title: Customer segments
slug: customer-segments
docTags: 
createdAt: 2022-06-22T10:54:08.000Z
---

## <font color="#ae1536">1.</font> <font color="#ae1536">Introduction</font>

Businesses receive a lot of orders from customers daily. It’s difficult for them to retarget their customers manually or send them order-related notifications depending on their purchase category.

Customer segments help you to send broadcasts to a particular group of customers based on their purchasing category or pattern. 

By default, you get a set of 8 system-created segments based on the RFM model.

RFM model is a marketing tool to analyse the customer’s purchasing patterns or habits.

The RFM model has 3 important quantitative factors:

- Recency - How recently a customer's purchase was made.
- Frequency - The frequency with which a client makes a purchase.
- Monetary Value - The amount of money spent by a consumer on purchases.

## <font color="#ae1536">2.</font> <font color="#ae1536">Availability</font>

This option is available under <font color="#0C121D">egments</font>

![](https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/knL9ky5IO4UjeWB9zBnDc-20260605-133606.png)

## <font color="#ae1536">**3.**</font> <font color="#ae1536">**Setup**</font>

You have an option of using the default system-generated segments, or you can create your own customer segments based on your use case.

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### 3.1 Add Segment

Click on ‘Add Segment’. You get an option of adding a name to your segment.

### 3.2 Set Date

Below that you get an option of setting a date range.

### 3.3 Parameters

You can set parameters based on the number of orders, order amount, Average order value (AOV), Last order and product type.

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The segments can also be created on the parameters such as customers’ collection name and country name.

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You can also add multiple parameters by clicking on the ‘Add Parameter’ button.

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### 3.4 Filter Expression

Using this option, you can add logical expressions such as ‘AND’, ‘OR’ between the created conditions.

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### 3.5 Custom Expression

You can also add ‘CUSTOM’ conditions depending on your intended output. The expressions will function from the left-hand side to the right-hand side. Any value other than the parameters and the expression will not work.

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Once the segment is created it would be visible under the customer segment list.

![](https://api.archbee.com/api/optimize/FEqjvWZnyymr_PEhXLLlG/ctJigK5545EV3BPQ96o8b_screenshot-2022-10-17-at-41421-pm.png)

The customer segments created by you would be under the segment type ‘CUSTOM’, and the default system-created segment would be under segment type ‘SYSTEM’.

‘Count’ is the number of customers included in that particular segment.

****<font color="#ae1536">**Note**</font> - *System Segments auto-refreshes and updates the count data every 12 hr.*

The User-Created Segment (i.e. CUSTOM) needs to be refreshed manually by clicking on the ‘Refresh Segment’ button under the “**⋮**” button.

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The ‘Retarget Customers’ button will redirect you to the broadcast window.

Using the ‘Download Customer List’ option, you can download the list of customers in a ‘.csv’ file format with the details such as Name, Email, Phone number, Store AOV (avg. order value), Customer AOV, Number of orders, Amount spent, Last order date and product type.

