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How to Segment Customers

Understand how to create and manage customer segments using Gameball's segmentation to personalize your campaigns and enhance targeting.

Rana ElGharib avatar
Written by Rana ElGharib
Updated over 2 weeks ago

Platform

Plan

Shopify

Starter (create up to 3 Segments), Pro, & Guru

Salla

Pro, & Guru

Non-platform clients

Growth & Enterprise


When creating different segments with specific conditions and rules, you will gain valuable insights into your overall pool of customers and their behavior. This allows you to plan more efficient, data-driven marketing strategies that improve overall performance.

How to Create Segments

Creating a new segment is simple. Begin by identifying the criteria you want to target from your wide customer base. For instance, you can create a segment for female customers who have been active within the past 30 days and frequently visit a specific product category. Once these rules are configured, Gameball will automatically identify any customer who meets the criteria and add them to the segment.

To create a new segment:

  1. Go to the Gameball dashboard.

  2. Navigate to Customers > Segments tab.

  3. Click Create New Segment.
    ​

  4. Fill in the segment’s general information:

    • Segment Name: Use a descriptive name, e.g., Engaged Customers.

    • Segment Tag Name: Provide a short label, e.g., Engaged.

    • Color: Choose a color for the tag.
      ​

  5. Proceed to add segmentation rules.

How to Use the Segmentation Rule Engine

You can create a segment using a single or multiple conditions. Begin by creating the first rule.

Choosing "Customer Attribute"

When selecting Customer Attribute, choose the customer profile data that will determine segment membership.

Available attributes include:

  • Customer Email

  • Is Guest Customer

  • Mobile Number

  • Score

  • Points

  • Tier

  • Is referred

  • Channel

  • Merchant

  • Branch

  • Total Orders Count

  • Total Amount Spent

  • Last Order Date

  • Average Order Value

  • Gender

  • Date Of Birth

  • Customer Join Date

  • Country

  • City

  • Zip Code

  • UTM Campaign

  • UTM Source

  • UTM Medium

  • UTM Content

  • UTM Term

  • Device

  • Browser

  • Operating System

  • Last Login Date

  • Last Captured Order Date

  • Average Captured Order Value

  • Total Referrals

  • Total Captured Orders

  • Total Captured Amount Spent

  • Total Redeemed Amount

  • Total Redemptions

  • Last Redemption Date

  • Last Referral Date

  • Last Coupon Usage

  • Last Gameball Coupon Usage

  • Last Message Sent Date

  • Last Email Sent Date

  • Total Spent

  • Orders Count

  • Product ID

  • SKU

  • Category

  • Collection

  • Product Title

  • Quantity Purchased (per product)

  • Price (per line item)

After choosing the attribute, define its metadata values accordingly.

Note: "Total captured orders" is calculated via Gameball, which counts the number of orders sent via the Order API. However, the "total amount spent" relies on you sending the total orders of every customer via the API from your side. Therefore, choose the correct attribute based on whether you need the source of data from your side or data counted by Gameball.

Choosing "Customer Event"

Events represent actions customers perform on your platform. Learn how to create and send events to Gameball.

To create an event-based segment rule:

  1. Select the relevant Customer Event.

  2. Define the event metadata.
    Example: If the event is "viewing a product," you can filter it to include customers who viewed a product in the Accessories category at least three times.

You can also:

  • Click Add Event Filter to add more metadata filters to a single event.

  • Click Add Condition to include multiple conditions under the same rule.

Choosing "Order"

You can create customer segments based on actual order data, providing more accurate, real-time customer targeting.
​

Order data includes:

  • Count

  • First Occurrence

  • Last Occurrence

  • Total Order Value (excluding fully refunded orders)

  • Order Date Range

  • Average Order Value

  • Specific Order Value Ranges
    ​

    Note: Fully refunded orders are excluded by default from the calculations.

Common Questions

Can Multiple Segment Conditions Include Both Customer Attribute and Customer Event at the Same Time?

Yes.

You can combine both customer profile attributes and behavior-based events in one segment. For example, you can create a segment that includes:

  • Female customers

  • Under 50 years old

  • Recently active on your platform

  • Made at least one purchase or added an item to the cart within the past month

This allows for precise targeting using detailed, multi-criteria rules.

How do you create multiple conditions under one segment?

After adding the first rule:

  1. Click Add Rule.

  2. Choose the correlation type between rules:

    • AND: Customers must meet all rules.

    • OR: Customers must meet at least one rule.

  3. Repeat the rule setup process for each additional rule.

Where to Find Data on Existing Segments?

To view details about an existing segment:

  1. Go to the Segments tab on the Gameball dashboard.

  2. Scroll to the list of created segments.

  3. Click on the name of the segment you want to explore.

You will be directed to the segment details page, which includes:

  • The rules that define the segment

  • The number and types of communication campaigns sent to customers in the segment

  • A chart displaying how many customers joined the segment per day

  • A full list of customers in the segment

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