ShowClix Support Center

Create Customer Segments

Last Updated: Jan 16, 2017 12:09PM EST
Customer Segments are groups of customers, organized by common parameters you can establish. The creation of these segments has been included with an overall redesign of the Customers section in the Admin. The new section allows better filtering and sorting options, as well as the ability to export a CSV of a particular segment.
 

1. Getting Started




Click the Customers section in the Admin, and click Create Segment. This will open an overlay with the menu for setting up a new segment. The number of total customers associated with your account is displayed at the top. 
 

2. Flexible and Fixed Conditions


Next, you’ll need to select between flexible (any) or fixed (all) conditions. 

Use this option to determine whether customers in your segment must match all of your conditions, or if they must only match at least one of your conditions.
 

3. Selecting Condition Types


Click Add Condition to open a dropdown menu which displays all available condition types. 

There are three different categories of available conditions.
  • Customer Details. Basic customer information, such as name and mailing information. Useful for creating segments of customers in a similar location.
  • Customer Loyalty. Customer purchase history with an emphasis on qualitative conditions, such as total amount spent. Useful for creating segments of frequent customers for rewards, marketing outreach, etc.
  • Purchasing Behavior. Additional purchase history conditions with an emphasis on specific details, such as orders in a single date range or customers of a specific group of events. Useful for identifying and exporting lists of customers with shared history.

Click a condition type to add it to your segment’s setup. As you add new conditions, you’ll see the total customer number adjust to reflect your conditions. Once you’ve added a condition, you can adjust its parameters — see the next section, Editing Conditions — or you can keep adding new conditions.
 

4. Editing Conditions




Once you’ve selected a condition type, you must determine its parameters. 

Each condition has three parts:
  • a condition type;
  • a conditional statement;
  • and a value.

The condition type is most simply explained as the data you want to use in the condition (such as the customer’s name or an average purchase amount).

The conditional statement determines the relationship between your condition type and the value you have entered. 

The value is what you enter or select in the field provided.

---

For example, in the condition City | is not | Pittsburgh...
  • City is the condition type. It determines what piece of customer information we are observing for the condition — in this case, the city in their billing addresses.
  • Is not is the conditional statement. This option specifies that we want our segment to exclude all customers who match the value we enter.
  • Finally, Pittsburgh is the value. Again, in this example, we want a list of all customers who are not located in Pittsburgh.

---

There are several different varieties of conditions, each with its own general style of conditional statements and values outlined below:
  • Text entry. Enter text in the field provided. Some statements support comma-separated entry for multiple entries.
  • Numerical value. Enter a number in the field provided. Some statements support comma-separated entry for multiple entries.
  • Dropdown menu. Click the dropdown and select from the available options.
  • Event selection. Use the search and filters provided to select from your events.
  • Date range. Click the date field and enter the preferred date(s).
  • Question responses. Click the dropdown and select a question; then select the accepted responses.

(Note: See the Appendix at the end of this guide for more detail on condition types and conditional statements.)

Finally, once you’ve selected all of your conditions, click Show Customers to complete your setup.
 

5. Appendix


The following is a detailed list of possible condition types and conditional statements.

Condition Types:

Customer Details
  • First Name.
  • Last Name.
  • Email. 
  • Address line 1.
  • Address line 2.
  • City.
  • State.
  • ZIP Code.
  • Country.

Customer Loyalty
  • Number of tickets purchased. The total amount of tickets the customer has purchased. By default, does not include canceled tickets.
    • Note: This condition type also provides options for the amount of tickets canceled and the amount of tickets purchased with canceled tickets included.
  • Number of events with tickets purchased. The total amount of events for which the customer has purchased tickets.
  • Number of products purchased. The total amount of tickets the customer has purchased.
  • Number of completed orders. The total amount of orders the customer has placed. 
  • Number of events attended. The total amount of events for which at least one ticket was marked as attended.
    • Note: This condition provides three options for specifying the definition of attended:
      • The ticket was scanned in.
      • The ticket was fulfilled on site.
      • The ticket was either scanned in or fulfilled on site.
  • Total spend amount. The sum value of all purchases the customer has made. Includes face value, all fees, taxes, etc.
  • Total donation amount. The sum value of all donations made through the Donation field in the checkout process, across all events.
  • Average spend amount. The average order total of all orders the customer has placed.
  • Average donation amount. The average amount of all donations made through the Donation field in the checkout process.
  • Average ticket amount. The average cost of all tickets the customer has purchased.
  • Average tickets per order. The average amount of tickets per order across all orders the customer has placed.

Purchasing Behavior
  • Purchased tickets for these events. Includes customers who have purchased at least one ticket for the selected event(s).
  • Purchased tickets for these price levels. Includes customers who have purchased at least one ticket for the selected price level(s).
  • Tickets by event date. Includes customers who purchased at least one ticket within the selected date range.
  • Answered this multiple-choice question. Includes customers who responded with the selected answer(s) to a particular question.
  • Orders by date. Includes customers who placed an order within the selected date range.
  • Order amount by date. Includes customers whose order total is within a certain range and occurred within the selected date range.

Conditional Statements:
  • Is. Specifically match the selected value.
  • Is not. All who do not specifically match the selected value.
  • Starts with. The selected letter/number matches with the first letter/number in the selected field.
  • Is any of. Specifically match at least one of the selected values. (Separate each value with a comma.)
  • Is none of. All who do not specifically match any of the selected values. (Separate each value with a comma.)
  • After. Occurring on or after the selected date.
  • Before. Occurring on or before the selected date.
  • From dates. Occurring within the selected date range.
  • With these answers. All customers who selected any of the selected responses.
  • Is greater than.
  • Is greater than or equal to.
  • Is less than.
  • Is less than or equal to.
  • Any of.
  • None of.
  • All of.
support@showclix.com
https://cdn.desk.com/
false
assistly
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete