How to Manage Customer Segments?

How to Manage Customer Segments?

Customer Segmentation helps merchants organize their customer base into meaningful groups based on purchasing behavior, engagement levels, and activity trends. By creating these segments, merchants can better understand their audience, deliver tailored promotions, and improve overall marketing efficiency.

This guide shows how to view, create, export, remove and use customer segments in the Applova Merchant Portal to support more targeted and data-driven customer engagement.

Notes
Note: Customer segments are located within the customers tab in merchant portal settings.

InfoUse Case Scenario

Sunrise Café, a cozy neighborhood breakfast spot, serves hundreds of customers weekly across dine-in, pickup, and online channels. The owner, Jasmine, wants to better understand her customers’ purchasing behavior—especially who returns often, who hasn’t ordered in a while, and who tends to spend more. Instead of manually exporting and sorting spreadsheets, Jasmine uses Customer Segmentation in the Merchant Portal.

By using this feature, Sunrise Café is able to:

  • Quickly build targeted customer groups using predefined segmentation templates, allowing Jasmine to focus on loyal regulars, newly joined customers, high-value spenders, or those who need an incentive to return.

  • Send tailored Push Notifications—such as a “We miss you!” message to customers who haven’t ordered recently, or a reward message to those who frequently visit.

  • Automate recurring promotions by using segments inside Scheduled Notifications, helping the café deliver timely offers to the right audience every week.

  • Attach segments to Promo Codes, ensuring discounts are redeemed only by the intended customer groups, like special perks for returning customers or appreciation rewards for top spenders.

  • Export segment lists whenever deeper analysis or external marketing is required.

With Customer Segmentation, Sunrise Café can personalize communication, reduce marketing waste, and strengthen customer loyalty—without any manual work or technical expertise.

How to Manage Customer Segments?

How to View Customer Segments?

Follow these steps to access and view your defined customer segments.

Step 1
Login to the Applova Merchant Portal.

Step 2
Navigate to Settings and then click on "Customers" section.

Step 3
Click on the "Segments" tab.

Notes
Here, you will see a table displaying all available segments.

Each segment shows:

  • Segment Name

  • Report Button

  • Remove Button


How to Create a Customer Segment?
You can quickly create customer segments using the built-in templates and customize the condition values before creating the segment.

Step 1
Navigate to Settings, choose Customers, and then click on the "Segments" tab.

Step 2
Click on Create Segment.



Step 3
Select the required segment and click on "Create Segment". 



Notes
 Following are the list of available pre-defined segments :
• New Customers – Customers who registered in the last 30 days

• Recent Customers – Customers who placed ≥1 order in the last 60 days
• Lapsed Customers – Customers with 0 orders in the last 60 days
• Frequently Active Customers – Customers with ≥3 orders in the last 30 days
• 
Inactive Customers – Customers whose last order was >90 days ago

These condition values can be adjusted in the Confirm Segment popup before the segment is created.
Step 4
Click Confirm to create the segment.

Info
You can update the values shown for each segment condition based on your requirement. For example, you can change the Order Date or the Order Count before creating the segment.



Step 5
The new segment will appear in the segments tab.



How to Edit a Customer Segment?
Segment condition values can be edited based on your business needs. This helps you customize customer groups for more targeted engagement.

Step 1 Navigate to Settings, choose Customers, and then click on the “Segments” tab.

Step 2 Click the “Edit” button next to the customer segment you want to update.
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Step 3 Update the required values for the segment conditions.
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Step 4 Click “Confirm” to save the changes.


How to Export a Customer Segment?
Exporting a segment allows you to download customer data for external analysis or marketing.

Step 1
Navigate to Settings, choose Customers, and then click on the "Segments" tab.

Step 2
Click on the "Export" button in the Actions column.



Step 3
A CSV file will be downloaded.
Notes
This file will contain customers relating to the download segments
It will contain customer details such as:
1 Customer Name
2 Phone Number 
3 Email 
4 Created Date (The date the customer Joined)
How to Remove a Customer Segment
If a segment is no longer needed, it can be removed from the list.

Step 1
Navigate to Settings, choose Customers, and then click on the "Segments" tab.

Step 2
In the Segments table, click the Remove button next to the segment you want to delete.


Step 3
Click "Confirm" to delete the segment.


How to Use Customer Segments?

Customer segments can be applied across multiple features in the Merchant Portal, including Push Notifications, Scheduled Notifications, and Promo Codes. Using segments in these areas allows you to deliver more targeted communication and personalized offers to the right customers. The sections below explain how segments are used within each feature.

Push Notifications
This allows messages to be sent targeting specific groups—such as new customers, repeat visitors, or high-value spenders—ensuring the notification is relevant to the audience.


Scheduled Notifications
This allows to deliver timed messages to specific groups—such as customers who order frequently, those who haven’t visited in a while, or those with higher spending patterns—ensuring each automated notification reaches the most appropriate audience.


Promo Codes
This allows Promo Codes to be targeted toward specific groups—such as loyal customers, newly joined customers, or customers who need an incentive to return—ensuring the offer is redeemed by the intended audience. Customer segments can be applied to both Order Level and Product Level Promo Codes, giving you greater flexibility in how and where discounts are delivered.


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Text Message Marketing
This allows bulk SMS campaigns to be targeted toward specific customer groups—such as new customers, high spenders, and inactive customers. This ensures each message reaches the most relevant audience.

 
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