How to build customer segments.
A segment is a saved set of rules. Its members update by themselves as customers book and spend.
- Who it is for
- Owners and managers
- Plan
- Advance and Team
Create a segment
- Open Segments (gyms: Members > Segments; salons, barbers and clinics: Messages > Segments; other businesses: Marketing > Segments).
- Click New segment and fill Name and Description.
- Under Rules, click Add rule and pick a field: Tag, Booking count, Last booking, Total spent or Email domain.
- Set the condition, for example Last booking not since 90 days, to find quiet customers.
- Choose Match all (AND) or any (OR).
- Check the Preview count, then click Create segment.
What your customers see
- Nothing changes for customers until you send them a campaign using the segment.
Common problems
- Total spent matches nobody.
- The total spent rule is entered in cents, as the field label shows. Multiply the amount by 100.
- Segments is not in my sidebar.
- Segments are part of the Advance and Team plans, and hidden while Starter mode is on in Settings > Features.
Related guides
- How to find customers and see whose membership is expiring
- Marketing and loyalty
- WhatsApp and messaging
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.