Segment Management
Template showcase

Template showcase

Last Update:
Apr 12, 2024

What is Template?

  • We provide examples of how to create customer segments (how to combine conditions) based on cases from ECPower users, published as templates.
  • Please use these to expand your ideas on what kind of customer segments to create.

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Check

  • You can check the detailed condition settings of the templates.
  • It displays the usage scenarios for the templates and the strategy ideas for the customer segments.

Create

  • By clicking 'Create' on each template, you will transition to the new create customer segment page while retaining the template's condition settings. Please edit and create as appropriate.

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Categories

"Manage Segments"

Customer Lifecycle (RFM) Create segments based on RFM status.
Specific Needs Create segments based on purchased products.
Initial Purchase Create segments based on characteristics at the time of the first purchase (product, acquisition channel, order method, etc.).
Acquisition Channel Create segments based on acquisition channels and UTM parameters.
Purchase Method Create segments using order tags.
Demographic Create segments using customer tags.
Geographic Create segments based on place of residence (province).
Customer Journey Create segments based on the customer journey, such as purchasing X on the first order and purchasing Y on subsequent orders.

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"Plan Campaigns"

Promote Repeats Segments suitable for measures to increase repeaters.
Promote Cross Sell Segments suitable for cross-selling proposals.
Promote New Product Segments that can be utilized when proposing new products.
Generate Revenue Segments of customers who are likely to purchase from marketing measures.
Wake Up Hibernatings Segments suitable for measures to revive hibernating customers.
Reward Loyals Segments for loyal customers.

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Default value for templates

  • Default value for RFM segments are set as follows. Please adjust the default values of the template according to the situation of your store.
  • In other templates, values are set randomly from each dimension of the store's data.

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Dimension Default Value Ideas for setting a threshold
One-timer Total Order Count = 1 n/a
Repeats Total Order Count 2 - 4 You set the threshold based on the 'Average Order Count' value. For example, you can set the threshold for repeaters and loyal customers to twice the 'Average Order Count' value.
Loyals Total Order Count 5 - You set the threshold based on the 'Average Order Count' value. For example, you can set the threshold for repeaters and loyal customers to twice the 'Average Order Count' value.
Active Days From Last Purchase - 30 You set the threshold based on the 'Days From Last Purchase' value. For instance, you can define customers with a 'Days From Last Purchase' value less than or equal to the specified threshold as active.
At Risk Days From Last Purchase 60 - 90 You set the threshold based on the 'Days From Last Purchase' value. For example, you define customers with a 'Days From Last Purchase' greater than the threshold but less than or equal to twice the 'Repurchase Interval' as at risk of churn.
Churned Days From Last Purchase 90 - You set the threshold based on the 'Days From Last Purchase' value. For instance, you can define customers with a 'Days From Last Purchase' greater than twice the value as churned.

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Change log

Jul 13 2023 Article Published

Nov 10 2023 Updated

Dec 10 2023 Updated

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