Customer segments help you categorize customers, personalize rewards and discounts, and gain real-time insights at checkout. Unlike customer groups, which are compiled and maintained manually, customer segments are automated based on customizable criteria like purchase history, shopping behavior, personal attributes, and more.
Get the full benefit of customer segments
Schedule a demo to learn about optional add-on features that can help you further leverage customer segments and drive repeat business, such as email campaigns and loyalty program enhancements.
Things to know
- Segments update every 24 hours, not instantaneously. For example, if you make a sale that qualifies a customer for a particular segment, they won't be added to that segment until the following day.
- Segments are not location-specific. Any segment you create will appear in all locations within your LSP.
- The user permissions View Segments and Edit Segments are required to access these features.
Default customer segments
There are several pre-configured customer segments, including:
- Win back/dormant shopper
- Out of state customer
- High AOV
- Upcoming birthday
- Big spender
- New customers
- Med ID expires soon
- Most commonly bought: Flower
- Most commonly bought: Edibles
- Most commonly bought: Concentrates
These segments are inactive by default. To activate these segments:
- In the Backoffice, go to Customers > Segments.
- Check the Show inactive segments box, if it's not already checked.
- Click the three dots ... next to an inactive segment and select Activate. Once activated, a segment's audience will refresh every 24 hours.
- To deactivate a segment, click the three dots ... next to an active segment and select Deactivate.
The Shows in Register column in the Segments table indicates which segments appear in the Customer insights section in the cart. This section shows up to 4 applicable segments for each customer, including "Big spender" and "Most commonly bought" product categories.
Create your own customer segments
- In Dutchie Backoffice, go to Customers > Segments.
- Click on Create Segment and enter a descriptive name for your segment.
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Define segment criteria:
- In the Add customers who meet the following conditions section, set the parameters that define your segment (e.g., customers with a last purchase date over 30 days ago for a "Win-Back" campaign).
- Click Save to create the segment.
Note: User-created custom segments do not appear in the cart.
Check out this segment builder walkthrough for a visual on how you can use segments in Dutchie POS:
Suggested segments
Here are some ideas to get started with your own custom segments:
Senior segment
Benefits: Target any customer above the age of 55 with campaigns, discounts, or loyalty.
Locals segment
Benefits: Target customers that reside in surrounding zip codes with campaigns, discounts, or loyalty.
Win back first-time shopper
Benefits: Target customers who processed their first transaction before a specified date to win back their business and loyalty.
Discount lover
Benefits: Target customers that use discounts regularly at your dispensary.
Customer spend segments
Benefits: Target customer that have spent a certain dollar amount in a threshold of time.
View segment details and analytics
From Customers > Segments, select a segment to view more information or make changes:
- The Overview tab shows key analytics about the segment, including AOV, average number of items per cart, number of transactions, and total spend. The Segment demographics section provides more detail such as age group, location shopped, types of products purchased, and more.
- The Audience tab provides a list of all customers who currently meet the segment's conditions. This automatically refreshes every 24 hours.
- The Segment details tab shows how the segment is configured and the conditions required. This is where you can edit your custom segments.
- The Associated discounts tab shows any discounts that use this segment as a condition.