Transaction percent in POS

Segment of customers whose number of purchases in a specified POS is within defined percent amount.

For example, you can create a segment of customers whose 20% of all transactions are transactions in a given POS etc.

To create only Transaction percent in POS 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 explain 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 Transaction percent in POS segment.

    During creation, you must specify (select name from a dropdown) one POS (store) which transaction will be included and transaction percentage in Percent field to be analyzed within that POS.

Transaction Percent Type

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 customers 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 customers 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