How To Use Segments (Customers)?

  • Click ‘Segments (Customers)’ in the Left Bar on Enalito Dashboard. The Segments Dashboard shows all the customer segments.

  • Click ‘CREATE’ in the upper right corner to Create Your Own Segment. Choose the duration or the type of segment you want to create from the Dropdown list.

  • Enter the name and description for the segment you want to create. Select the behavior (Purchase, Browsing, Cart Abandoned) or the attribute you want to base your customer segment on.

  • In the case of Purchase Behavior, set up the RFM filter for any of the R, F & M attributes. Select the Operator.

  • Select the Score you want to segment customers with; in accordance with the attribute and the operator set for it.
  • Similarly, set up the operator and score for other RFM attributes you want to acknowledge for forming a customer segment.

  • Once Filters are set, click ‘+’ to confirm. You can also add other conditions with different operators and scores to refine the customer segments. The segment can be saved right here (or at any stage), or other filters can be updated to get more drilled down segments.

  • Similarly, under ‘Value Filter’, you can select an attribute in ‘Field’ along with the ‘Operator’.

  • Feed a ‘Value’ in order to filter customers in accordance with the value related to a particular attribute. Click ‘+’ to add the filter to the segment. You can also add multiple Value filters to refine segments or simply save right here.

  • For purchase behavior exist extended attributes other than RFM, so you can also set ‘Score Filter’. Select the ‘Field’ you want to filter the segment with.

  • Then, Select the ‘Operator’ to limit the score of the selected field.

  • Select the ‘Score’ as per which you want to segment customers in relevance to the selected Field.

  • Click ‘+’ to add the created condition. You can also add multiple fields to drill down the segments. Here also, you can save right here or add filters further to make more refined customer segments.

  •  Similar to customer segmentation based on purchase behavior, you can also segment customers based on browsing behavior. Although the process is the same. You can select the ‘Operator’ and ‘Score’ for RFM Values like done for Purchase Behavior.

  • Similarly, the ‘Value Filter’ can be set like done for Purchase Behavior.

  • The RFM Filter and Value Filter for ‘CART’ Abandoned Behavior can also be set in the same procedure as it is set for Purchase and Browsing Behavior.

  • To set up the ‘Attribute’ Based Filter, select the attribute name for which you want to segment the customers.

  • Select the ‘Operator’ to comply with the selected attribute of the customers.

  • Fill in the last field with the first three characters of the attribute, date, or True/False to set up the condition that the customers of the segment must be complying with.

  • You can add a number of attributes to refine and drill down to the desired customer segment.

  • You can check the ‘MATCH’ button to either Match All of the attribute-based conditions or any of them. You can click ‘SAVE’ to form the segment based on fed conditions.

  • This is how Segments (Customers) are used. You can form a segment with either one of the behaviors or including all of them. Save the segment with as many filters to derive the most effective customer segments for your business.
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