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How to create customer segments

Learn how to send the right message to the right person

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Written by Seba de Welcome Back

The power of Welcome Back lies in using real customer data to send the right message to the right person. Instead of sending mass emails blindly, you can create segments based on purchase behavior and visit patterns.

How to create a segment

  1. Go to the Email Marketing module and open Segments.

  2. Click New segment and give it a name.

  3. Add filter conditions: activity level, points balance, last visit date, device type, enrollment date, and more.

  4. Combine conditions with AND/OR rules for precise targeting.

  5. Save the segment — it updates automatically each time you use it in a campaign.

Segment ideas for restaurants

  • VIP customers: balance over 200 points, visited in the last 30 days

  • At-risk customers: inactive for 45+ days

  • New customers: enrolled in the last 7 days

  • Almost there: less than 20 points from their next reward

Have more questions? Send us a message in this chat and we'll help you out.

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