Custom customer list

Segment of customers chose by admin user on demand.

For example, admin can create segment of his “favoruite” customers

To create only Custom customer list 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

2. 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 explain purpose of the segment for internal reference
• To activate the customer segment, in Active field select “Active” from the dropdown list

3. In Segment Parts set the conditions that must be met to assign the customer to only Custom customer list segment.

   During creation, you need to specify email address or phone number of every customer that you want to add.

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

4. You can simply remove condition by clicking bin icon in a particular row

5. When it is done, tap SAVE