Segments
The Segments module enables you to group customers based on shared behaviors or characteristics (e.g., "Big Spenders," "Email Subscribers," "Customers from Dhaka"). These dynamic lists automatically update as customer data changes, making them powerful tools for targeted marketing and analysis.
Location: Customers → Segments
What Are Segments?
Segments are dynamic customer groups defined by rules you create. Unlike tags (which are manually applied), segments automatically include or exclude customers based on conditions like purchase history, location, subscription status, or spending amount.
- Dynamic Groups - Lists update automatically as customer data changes
- Rule-Based - Define conditions using AND/OR logic across multiple criteria
- Multi-Criteria - Combine financial, demographic, and behavioral filters
- Live Preview - See matching customers before saving the segment
Segments are most powerful for marketing. For example, create a "Big Spenders" segment (customers who spent over ৳10,000) and send them exclusive promotions — the list stays current without manual updates.
Segments Overview
Segments Dashboard
The Segments Dashboard is your central hub for organizing and managing dynamic customer groups. To access it:
- Log in to your Soppiya Admin Panel.
- In the left-hand sidebar, click on Customers.
- Select Segments from the sub-menu.
Understanding the Data Table
The dashboard displays your segments with three primary columns:
- Name: The custom title you gave the segment (e.g., "Email domain").
- Condition: A quick summary of the logic applied. For example, "match 1 conditions" indicates the segment is built on a single rule.
- Created At: The specific date and time the segment was first generated. The system uses relative dates (e.g., "Last Monday at 3:28 PM") for recent items to help you identify newer groups at a glance.
Quick Start Guide
If you're creating segments for the first time, follow these steps:
- Identify a target group — Decide what customer group you want to create (e.g., "High Spenders")
- Create the segment — Click Add Segment and define your conditions
- Preview results — Verify the matching customers before saving
- Save the segment — It will appear on your dashboard and update automatically
- Use for marketing — Reference your segments when creating targeted campaigns
For detailed instructions, continue reading below.
Organizing and Finding Segments
As your list of segments grows, you can use the built-in management tools to stay organized:
Searching by Name
Click into the Search Bar at the top of the list. Type any part of a segment's title to instantly filter the view. This is the fastest way to find a specific group when you have dozens of active segments.
Advanced Sorting
Click the Sort icon (⇅) on the right side of the search bar to open the sorting menu. You can organize your list based on four criteria:
- Id: The internal system ID.
- Title: Alphabetical order by segment name.
- Created At: When the segment was first built.
- Updated At: When the segment's conditions were last modified.
Note: You can further refine your view by selecting Ascending (top to bottom) or Descending (bottom to top).
Filtering by Metadata
To see segments that meet specific technical criteria:
- Click the Add filter (+) button.
- Select Tax Collectable.
- In the dropdown that appears, check the Collectable Tax box.
- The dashboard will now only show segments that involve customers with specific tax collection statuses.
- To clear the filter, click the "Tax Collectable" tag and select Clear.
Navigation and Actions
- Pagination: If you have a large number of segments, use the Left and Right Arrows at the bottom of the table to move between pages.
- Viewing Details: Click on the Name of any segment to open its configuration page, where you can edit its conditions or view the specific customers currently in that group.
- Creating New Segments: Click the black Add segment button in the top-right corner to begin building a new dynamic customer list.
Why use sorting? Sort by Updated At (Descending) to quickly find the segments you were most recently working on, ensuring you don't lose track of active marketing experiments.
How to Create a Segment
To build a custom group, click the black Add segment button in the top right corner.
Naming and Identification
- Title: Enter a clear name.
- Note: If you choose a field like "Customer Country" or "Customer Region," the system may assign a specific ID to the value for technical accuracy.
Defining Conditions (The Logic)
-
Match Type: Choose how multiple rules interact.
- All conditions (AND logic): Customers must meet every rule.
- Any conditions (OR logic): Customers must meet at least one rule.
-
Field Selection: Choose from the comprehensive dropdown list:
- Financials: amount spent, number of orders, first ordered at, last ordered at.
- Demographics: customer cities, customer countries, customer regions.
- Marketing/Status: customer email domain, customer tags, email subscription status, sms subscription status, tax collection status.
- Product Activity: products purchased, variants purchased.
-
Operator Selection: Choose the relationship for the rule:
- is equal to / is not equal to
- is greater than / is less than
- contains / ends with / starts with
-
Input Types:
- Text/Number: For names, cities, or amounts.
- Toggle Switch: Used for "Yes/No" fields like Tax Collection Status or SMS Subscription Status.
- Product Picker: When selecting products purchased, a modal will open allowing you to search and checkmark specific items from your inventory.
Previewing Results
As you define conditions, the system dynamically checks your database:
- "Customers not found": Appears if no current customers match your specific criteria. This allows you to refine your rules before saving.
- Customer List: If matches are found, a numbered list of customer names (e.g., 1. Hiday Ahmed) will appear at the bottom for verification.
Managing Segments
- Save/Discard: Use the buttons in the top header to finalize or cancel your segment creation.
- Edit: Click any segment name from the dashboard to update its logic.
- Delete: To remove a segment permanently, click the red Delete Segment button at the bottom of the editing page.
Deleting a segment does not delete the customers inside it; it only deletes the grouping rule.
Real World Examples
To help you understand how segments work in practice, here are common setups.
Example 1: High-Value Customers (Big Spenders)
Goal: Create a segment of customers who have spent over ৳10,000 to target them with exclusive offers.
Configuration:
| Setting | Value |
|---|---|
| Title | Big Spenders |
| Match Type | All conditions |
| Condition 1 | Amount Spent → is greater than → 10000 |
Why this works:
- Automatically includes any customer who crosses the spending threshold
- List updates in real-time as new orders are placed
- Perfect for VIP promotions and loyalty rewards
Example 2: Local Customers from a Specific City
Goal: Target customers in Dhaka for a city-specific flash sale.
Configuration:
| Setting | Value |
|---|---|
| Title | Dhaka Customers |
| Match Type | All conditions |
| Condition 1 | Customer Cities → is equal to → Dhaka |
| Condition 2 | Email Subscription Status → Subscribed |
Why this works:
- Combines location with marketing consent for compliant targeting
- Only reaches customers who have opted in to marketing
- Updates automatically when new Dhaka customers subscribe
Example 3: Repeat Buyers of a Specific Product
Goal: Find customers who have purchased a specific product to send them related recommendations.
Configuration:
| Setting | Value |
|---|---|
| Title | Summer Dress Buyers |
| Match Type | All conditions |
| Condition 1 | Products Purchased → is equal to → "Summer Dress" |
| Condition 2 | Number of Orders → is greater than → 1 |
Why this works:
- Product picker lets you select exact items from your inventory
- "Number of Orders > 1" ensures you're targeting repeat buyers, not one-time purchasers
- Great for cross-selling and upselling campaigns
Troubleshooting
Common issues and how to fix them:
"Customers not found" when creating a segment
Possible causes:
- The conditions are too restrictive
- No customers match the criteria yet
Solution:
- Simplify your conditions — start with a single, broad rule and add more gradually
- Check the operator (e.g., "is greater than" vs. "is equal to")
- Verify that customer data actually contains the values you're filtering for
Segment isn't showing expected customers
Possible causes:
- The match type is set to "All conditions" when "Any conditions" is needed (or vice versa)
- Customer data hasn't been updated recently
Solution:
- Review the match type — "All" requires every rule to be true, "Any" requires at least one
- Open a few customer profiles to verify their data matches your conditions
- Check if the segment has the correct operators (e.g., "contains" vs. "is equal to")
I can't find my segment on the dashboard
Possible causes:
- The segment list has grown and it's on another page
- An active filter is hiding it
Solution:
- Use the search bar to find it by name
- Clear any active filters
- Sort by Updated At (Descending) to find recently modified segments
If you're still experiencing issues, contact Soppiya support with the segment name, conditions, and expected vs. actual results.
Best Practices
Segment Management Best Practices
Creating Segments
- Use descriptive titles: "Dhaka VIP Subscribers" is better than "Segment 1"
- Start simple: Begin with one condition, verify results, then add complexity
- Preview before saving: Always review the matching customer list before finalizing
Organization
- Sort by Updated At: Quickly find segments you're actively using
- Delete unused segments: Remove old segments to keep the dashboard clean
- Document your logic: Note down why each segment was created for future reference
Marketing
- Combine with consent: Always include an "Email Subscription: Subscribed" condition for email marketing segments
- Test with small segments first: Before launching a campaign to 1,000+ customers, test with a small segment
- Update regularly: Review segment conditions quarterly to ensure they still serve your goals
Common Mistakes to Avoid
- ❌ Using "All conditions" when you mean "Any conditions" — this drastically changes results
- ❌ Targeting customers without marketing consent — always filter by subscription status
- ❌ Creating too many overlapping segments — consolidate similar groups when possible
- ❌ Forgetting to preview — always check matching customers before saving
Summary
Segments let you create dynamic, rule-based customer groups that update automatically. They're essential for targeted marketing, customer analysis, and store management.
Key takeaways:
- Segments are dynamic — they update automatically as customer data changes
- Use AND/OR logic to combine multiple conditions for precise targeting
- Preview matching customers before saving to verify your conditions
- Always include marketing consent conditions in segments used for email/SMS campaigns
- Deleting a segment removes the grouping rule, not the customers themselves
- Sort and search your segments dashboard to stay organized as your list grows
If you're just getting started, create one simple segment — like "Email Subscribers" or customers who have spent over a specific amount — and use the preview feature to verify it works correctly.