Anniversary

Segment of customers who have registration or birthday anniversary in specify number of days .

For example, you can create segment of customers who have birthday within 14 days from today or register today.

To create only Anniversary type segment:

  1. Tap Segments on the Admin sidebar and choose Add segment. You can also add rule directly from All segments list by clicking Add segment at the top of the page
Add Segment Options
  1. In Basic informations section, do the following:
  • Enter a unique segment Name to identify the customer segment when working in the Admin
  • Enter a brief Description that explains purpose of the segment for internal reference
  • To activate the customer segment, in Active field select “Active” from the dropdown list
Basic Informations Section
  1. In Segment Parts set the conditions that must be met to assign the customer to only Anniversary segment.

    During creation, you need to specify whether to include dates of birth or registration dates and number of days before anniversary occurs.

  • in Type field choose anniversary type. Options include:

    • Birthday
    • Registration
  • provide number of days before anniversary occurs

anniversary

Tip

For example

if Days is equal to 0 then all customers, who e.g. have birthday today or register account today or at the same date like today but in previous years, will be assigned to this segment.

If Days is equal to 5 then all customers, who e.g. have birthday within 5 days (including today) or registered account within 5 days in previous years (including today), will be assigned to the segment.

Note

One Segment consists of one or more conditions (types). Conditions can be combined through AND and OR logical operators.

  • AND Condition

    is used to perform a logical conjuction on two conditions. Both conditions linked with this operator must be true.

    For example, you can create segment with a list of customers who made purchase in specific POS and bought specific SKU. The list will contain customer who met both, 1st and 2nd condition.

  • OR Condition

    is used to perform a logical disjunction on two conditions. At least one of conditions linked with this operator must be true.

    For example you can create segment with a list of customers who made purchase in specific POS or bought specific SKU. List will contain customer who met only the 1st condition, who met only the 2nd condition and met both conditions.

To learn more about conditions type, see Segment parts types

  1. You can simply remove condition by clicking bin icon bin in a particular row
  1. When it is done, tap SAVE