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New Customer Segment Filters: "Customers who don’t have selected membership active", "Customers who don’t have this tag"
New Customer Segment Filters: "Customers who don’t have selected membership active", "Customers who don’t have this tag"
Erin Crager avatar
Written by Erin Crager
Updated over a week ago

With customer segments, you can now target larger groups by filtering out (excluding) others.

What are customer segments?

These allow you to take a look at your entire customer population and filter it down based on criteria you set. This is helpful if you want to target a specific group with messaging -- for instance, a group that seems more likely to convert to a membership than others.

One common use case is to filter a segmented list by:

  • number of visits -- people who have visited, say, 5 times in the last month

  • who also haven't purchased a membership yet

This group is ripe for conversion.

Customers who don’t have selected membership active

But lets say the group you want to target is more nuanced than the common case above. A new filter called "Customers who don’t have the selected membership(s) active" allows you to target anyone who isn't on the membership(s) you select.


How is this different? Why is it better?

The initial use case actually filters out a special group: anyone who has previously made a purchase of a membership. This is an important group to get re-engaged and back into regular billing cycles, and the new filter option of "Customers who don’t have the selected membership(s) active" allows you to expand your segment to include this group.

You can play around with the new segmented list options by clicking Customers > Customer List > Customer Segmentation.

Customers who don’t have this tag

In customer segmentation, you can now filter to see customers who don't have a certain tag, helping to target new potential groups. Ex. those that haven't yet received a membership tag.

The 'filter by customer tags' toggle will give you the following options:

  • Customers who have this tag; and

  • (New) Customers who don't have this tag

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