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Customer Segmentation
Customer Segmentation

Learn how to create customer segments in Lootly.

Aleksandra Velkova avatar
Written by Aleksandra Velkova
Updated over a week ago

Segmenting your customers based on different criteria enables you to learn why customers do what they do at your store. The data you can get from segments is valuable to everyone from your marketing, merchandising, advertising teams and even your finance team.

Within Lootly, you can create segments of your customers based on several different criteria which can give you information on purchasing behavior, average spend but also brand engagement such as number of successful referrals, point redemption and more.

What's really cool about Segments in Lootly, is that you can customize the requirements on which you wish to create the segment and answer a lot of questions about your customers.

Check out how.



To open the segments report builder, navigate to Customers from your main Lootly menu -> Segments :

Here you can see 4 data columns:

  • Customers - will show you the number of customers in the segment you created.

  • VIP tier - how many of those are in a VIP tier

  • AOV - how much is the average order value across that segment

  • Value generated - how much value has this segment generated through the programs.

  • Below these 4 columns, you can see the Customers table, which will list the exact customers (with name and email address) that belong in the segment you created.

How to create a segment

To create a segment, or a custom report, click on the Create Report green button on the screen:

You'll be prompted to choose the requirements on which you want to build the report:

You can choose any combination of criteria you want, depending on the questions you want answered.

Don't forget to name your report.

Save your settings.

Step 2 : Run your report

Once the report is constructed, you now have to run it.

  • From the dropdown, choose your report name.

  • Click Run.

  • In the below table called Customers, you’ll see the generated report containing the data points you selected in the previous step:

You can also export this report for your own reporting purposes.

If you need to edit the logic of a specific report you created, you can do so on the Edit Logic button. Once you edit logic, save the change and run your report again.

Few things to keep in mind:

  • All reports are saved and included in the dropdown for future needs. Reports are not automatically updated; you have to select the report and click Run to obtain an updated version.

  • There’s no limit to the number of reports you can configure.

  • The table will contain columns of data only relevant to the logic filters you set when creating the report.

Let us know if you have any questions about advanced reports in Customer Segments, we’re happy to help.

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