To check your customer segments, follow the below
User Authority to check your customers' segments:
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Owner âś…
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Manager âś…
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Operator ❎
1- Go to “Customers” to check your customers’ types and segments and you will find a filtration of your customer and a description for each segment:
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Champions:
Ordered many times recently (Ordered 3 or more orders in the last week) -
Loyal:
Ordered many times in the last 3 months (Ordered 3 or more orders in the last 3 months - between 8 to 90 days) -
Promising:
Ordered a few times recently (Ordered up to 3 orders in the last 3 months - between 31 to 90 days) -
New:
Just made their first order recently (Ordered from1 to 2 orders in the last month) -
Low value:
Ordered very few times and last order was a long time ago (Ordered from 0 to 1 orders since more than 3 months - 181 days to infinite) -
Needs attention:
Ordered many times but it has been a while (Ordered2 or more orders since more than 3 months ago)
2- Select one of the segments and all of the customers under that segment will appear
3- To check one customer in particular, you can click on that customer and you will find the full details (Addresses - Phone number - Sales insights - Order History….etc)
4- If you want to get a report of the Customers data, you can click on “Export” at the right side of the dashboard and you will get it through your registered email
To watch a short video of how to check your customer's segments and get a detailed report of it