Customer segmentation is a great way to identify and group customers based on shared shopping behavior and other characteristics. Segmentation is important for understanding what your customers want, need, and are likely to do. You can use customer segmentation in Dutchie POS to create messaging relevant to your customers’ needs and create more personalized experiences for your customers.
Things to consider
- Segmentation runs nightly in the background of Dutchie POS and automatically adds and removes customers to each segment based on the parameters defined.
- Dutchie includes 11 default segments that are common scenarios for dispensaries and can be edited to fit your needs. These segments are inactive by default and can be activated when needed.
Create customer segments in Dutchie Backoffice
When you create a segment and click Save, Dutchie runs a query for customers in your system and adds customers to the segment based on customer data in your system. To create a segment:
- Go to Customers > Segments.
- Click Create Segment.
- Enter a name for your segment in the Name field.
- In the Add customers who meet the following conditions section, configure the attributes to fit your segment.
- Click Save.
Customer conditions and attributes
Customer attributes
When creating a segment, customer attributes are labeled as ‘Attributes of someone’ the following attribute customer data points are available in this segment:
| Attribute | Option |
| Out of state customer | Is |
| State | Is, Is not |
| Birthday | On, before, after, between, in the next |
| Birth month | Is in, is not in |
| Age | Exactly, more than, less than, between |
| Gender | Is in, is not in |
| Medical expiration date | On, before, after, between, in the next |
| Customer type | Is in, is not in |
| Zip code | Is, Is not |
| Customer group | Is in, is not in |
| Loyalty tier | Is in, is not in |
What some has or has not done
This segment represents attributes tied to customer actions like first purchase, last purchase, and spending. The following attribute customer data points are available in this segment:
| Attribute | Option |
| Last purchase location | Is in, is not in |
| First purchase date | On, before, after, between, in the last, before number of days ago |
| Last purchase date | On, before, after, between, in the last, before number of days ago |
| Total discounts used | Exactly, more than, less than, between |
| Customer total spending percentile |
Top, bottom Example: You want to send an email about a special to customers who are in the top 40% of customer spend at your store. |
| Customer average spending percentile | Top, bottom |
| Total spend |
Exactly, more than, less than, between Example: You want to send an email that includes a special for customers who have spent more than $200 at your store in the past 90 days. |
| Average | Exactly, more than, less than, between |
Predictive analytics
This segment is used to leverage customer analytics. You can use this segment to create groups of customers who most commonly by a certain brand or category.
| Attribute | Option |
| Order placed | Exactly, more than, less than, between |
| Most commonly bout category | Is in, is not in |
| Most commonly bout brand | Is in, is not in |
| Has bought category | Is in, is not in |
| Has bought brand | Is in, is not in |
| Has bought tags | Is in, is not in |
Use segment
The Use segment button allows you to quickly put your segments in action to send emails to customers in the segment for promotions or updates and give customers in the segment a discount on certain products.