Segments for eCommerce

Note: This article is about segmenting your eCommerce customers into groups based on their shopping behavior and information collected from your online store.

Customer Reporting

Pre-built eCommerce Segments

The RFM Matrix

eCommerce Filters

Create & use segments

Use Cases of how to use a segment

Customer Reporting

Creating meaningful customer reports is an important part of any CRM system. In Revamp CRM you can easily know more about your customers and leads, by creating different Segments - that works as a customer report of each category of your contacts database - and keeping track of each segment sales activities.

In Revamp CRM, you can either learn more about your customer insights, shopping behavior by:

1) Navigate to Segments in your top menu bar > Segments.

2) By navigating to Reports > Customer Behaviour report and you'll find  your store customer analytics and RFM report

Customer analytics for your e-Commerce store

When you connect your online store with Revamp CRM, we automatically and immediately create the most common and best practices customer segments that you need to have a better understanding of your customers shopping patterns.

You’ll find alot of reports such as customer behaviour report it will show you such analytics:

Customers activities in the last 24 hours:

  • New Customers
  • Customers with new orders
  • Next order due in
  • Customers with abandoned carts

Customers activities in the last 6 months:

  • Inactive Customers
  • One purchase customers
  • Repeated Customers
  • Last contacted
  • Loyal Customers (Customers who purchased more than 5 orders, you can edit the criteria of your Loyal Customers, just head to Settings > Top Spenders)

The RFM Matrix:

RFM (recency, frequency, monetary) analysis over the last 12 months helps you determine quantitatively which customers are the best ones and which need a little more attention by examining how recently a customer has purchased (recency), how often they purchase (frequency), and how much the customer spends (monetary).

To see eCommerce RFM Matrix, head to Reports > Customer behaviour report> RFM.

In here you can see each group of customers' AOV (average order value), group percentage, Value, and customers count.

By clicking on the Customers Count, you'll be headed to view customers' pre-filtered list so you can check each customer's profile, to learn more about them and take further actions, by calling them, or sending individual emails, or better, save the segment and create an email marketing campaign. 

Note: When you click on the RFM segments, it opens a "search result" based on pre-selected filters that we created. If you need to save that segment, just click on the Add Segment button that appears on top of your search results.

Customer Segments

ready made customer segments  allow you to segment customers by their purchase patterns. You can create customer segments using multiple filters such as  'has abandoned cart' and 'accepts marketing'.  Dividing it into 4 main categories

By Order:

  • Ad Campaign
  • Ad Medium
  • Ad Source
  • Cancel Reason
  • Days since purchase
  • Financial Status
  • Fulfillment status
  • Has a Coupon: if the order has a specific coupon code.
  • Has Any Coupon: if the order has any coupon.
  • Has any notes
  • Has a note
  • Hours since purchase
  • Location ID
  • Order ID
  • Order date
  • Order landing site
  • Order referring site
  • Order tags
  • Order value
  • Payment method
  • Sales channel
  • Store Ordered from

By Category:

  •  Has Purchased: Customers who have purchased a product from a specific category in your store.

By Product:

  •  Has Purchased
  •  Has SKU (stock keeping unit)
  •  Product Tags

By Customer/Contact (28 filters): 

  • City
  • Has purchased any products
  • Last cart date
  • Last contacted
  • Last order date
  • Orders count in range
  • Orders total value in range
  •  Country
  •  Has Tags
  •  Has Tickets
  •  Signed Up Date and more..

By Customer lifetime conditions:

  • APC per customer (Average Product Count)
  • Average amount spent by order
  • Number of Orders
  • Numbers of products ordered
  • Order Amount Spent

Combine Segmentation Criteria: The purchase activity can be used in conjunction with other segmenting criteria in your account to target specific groups of customers. You could combine purchase history with customers ratings and send to your most loyal customers who recently spent a large amount of money.

This allows you to create focused and targeted marketing as well as boost your sales. 

Create & use segments:

To use  eCommerce filters and create a new segment, go to Customers > People and click on advanced search

This window will pop-up 

Use eCommerce filters, for example, specify $ amounts for your orders as well as specify your search for a certain product

You can also add multiple filters for the most precise segmentation. You'll be able to find the customers you're looking for and use the filters to create a new segment.

The count of customers matching those filters will appear along with their Total Orders Count, Total Orders Value and AOV. Click Save Segment.

Another Way to use eCommerce Filters:

You can reach eCommerce Filters through  Segments > Create a Segment

After adding a segment you can:

  • Send bulk Email Marketing Campaigns
  • Set up an eCommerce Automation to remind your customers to complete their purchases or buy other recommended products and more.
  • Set up a workflow automation to better manage your contacts, add tags, create tasks, assign to team member to follow-up and more.

Use cases of how to use a segment:

OK, let's  admit it we all face that time that we are unprepared for the updates that happen through our business maybe it will be a holiday season, offers, discounts or even if you want to know which is your loyal customers and who is not?,  here comes the part of the segmentation tool; segment is a powerful marketing technique; Once you've segmented your audience into smaller chunks, you can target these groups with customer-centric marketing material and  that generates a huge return on your investment .  You can still get in on the marketing potential of the season. Therefore revamp trying to make it easier for you and provided this cases to make your work daily life more simple.  

Case Study 1:

If you have a Shopify store and want to differentiate your customers according to your customers purchasing performance if they are purchasing one time repeated customers or the loyal customers, and it is so important for your business to know your most valuable customers are participating in your word-of-mouth and viral campaigns. Segments can help you uncover these valuable users:

Case Study 2: 

If you run out of time and you own a  jewellery  shop and it is just two weeks away from Christmas and you are busy with your clients and routine aspects of your work. which seems that you are completely unprepared for the holiday season and  want to send tailored cross-sell campaign to one-time purchase customers attracting them to buy during a Christmas sale you can do that in a very simple way by using your Revamp account:

  • With Revamp you can use our ready-made segments "one purchase customers".
  • You can add a newsletter to this segment (by using our ready-made templates, select Christmas). 
  • You can also send two days before Christmas reminding them of your offer by running automation on the same segment.  

Still need help? Contact Us Contact Us