Recipe Overview
- This template is designed for stores that wish to manage their customers on an annual basis.
- Prior to the start of each season, categorize customers who have made purchases as either "new" or "existing."
- Further refine your approach by managing customers who re-purchase within the fiscal year separately from those who purchase only once.
How to Use
- Before each fiscal year begins, create this segment group and monitor annual progress in real-time.
- Generate and compare data from previous years under the same conditions to evaluate year-over-year progress.
- To maximize sales within the fiscal year, implement targeted strategies for customer segments that have made only one purchase.
- Analyze the products purchased by customers who have bought twice within the fiscal year, utilizing insights like "most popular products by customer numbers."
January Version
🌎 All Customers
Segment Name: 🌎 All Customers
Description: All customers.
Condition Settings: Customers with a total purchase count (F) of 1 or more.
Tips: The following relationship holds:
🌎 All Customers = 🔥 FY24 New Customers + 🏅 FY24 Existing Customers + 👻 FY24 Non-Purchasers
Create this segment in ECPower
👻 FY24 Non-Purchasers/FY23 Non-Purchasers
Segment Name: 👻 FY24 Non-Purchasers/FY23 Non-Purchasers
Description: Customers who did not purchase in the FY23 and did not purchase in the previous fiscal year.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before December 31, 2022, with the latest purchase order.
Create this segment in ECPower
👻 FY24 Non-Purchasers/FY23 Purchasers
Segment Name: 👻 FY24 Non-Purchasers/FY23 Purchasers
Description: Customers who did not purchase in the FY24 but made purchases in the previous fiscal year.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between January 1, 2023, and December 31, 2023, with the latest purchase order.
Create this segment in ECPower
👻 FY24 Non-Purchasers
Segment Name: 👻 FY24 Non-Purchasers
Description: All customers who did not purchase in the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before December 31, 2023, with the latest purchase order.
Tips: The following relationship holds:
👻 FY24 Non-Purchasers = 👻 FY24 Non-Purchasers/Previous Purchasers + 👻 FY24 Non-Purchasers/No Previous Purchase
Create this segment in ECPower
🏅 FY24 Existing Customers/2+ Purchases
Segment Name: 🏅 FY24 Existing Customers/2+ Purchases
Description: Customers who existed before the FY24 and made 2 or more purchases during the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before December 31, 2023, with a total purchase count (F) of 2 or more, within the period from January 1, 2024, to December 31, 2024.
Create this segment in ECPower
🏅 FY24 Existing Customers/1 Purchase
Segment Name: 🏅 FY24 Existing Customers/1 Purchase
Description: Customers who existed before the FY24 and made 1 purchase during the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before December 31, 2023, with a total purchase count (F) of 1, within the period from January 1, 2024, to December 31, 2024.
Create this segment in ECPower
🏅 FY24 Existing Customers
Segment Name: 🏅 FY24 Existing Customers
Description: Customers who existed before the FY24 and made purchases during the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before December 31, 2023, with a total purchase count (F) of 1 or more, within the period from January 1, 2024, to December 31, 2024.
Tips: The following relationship holds:
🏅 FY24 Existing Customers = 🏅 FY24 Existing Customers/1 Purchase + 🏅 FY24 Existing Customers/2+ Purchases
Create this segment in ECPower
🔥 FY24 New Customers/2+ Purchases
Segment Name: 🔥 FY24 New Customers/2+ Purchases
Description: New customers in the FY24 with 2 or more purchases.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between January 1, 2024, and December 31, 2024, as the first purchase, with a total purchase count (F) of 2 or more, within the period from January 1, 2024, to December 31, 2024.
Create this segment in ECPower
🔥 FY24 New Customers/1 Purchase
Segment Name: 🔥 FY24 New Customers/1 Purchase
Description: New customers in the FY24 with 1 purchase.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between January 1, 2024, and December 31, 2024, as the first purchase, with a total purchase count (F) of 1, within the period from January 1, 2024, to December 31, 2024.
Create this segment in ECPower
🔥 FY24 New Customers
Segment Name: 🔥 FY24 New Customers
Description: All new customers in the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between January 1, 2024, and December 31, 2024, as the first purchase, with a total purchase count (F) of 1 or more, within the period from January 1, 2024, to December 31, 2024.
Tips: The following relationship holds:
🔥 FY24 New Customers = 🔥 FY24 New Customers/1 Purchase + 🔥 FY24 New Customers/2+ Purchases
Create this segment in ECPower
🌎 FY24 Purchasers
Segment Name: 🌎 FY24 Purchasers
Description: All customers who made purchases in the FY24.
Condition Customers who placed orders with a total purchase count (F) of 1 or more, within the period from January 1, 2024, to December 31, 2024.
Tips: The following relationship holds:
🌎 FY24 Purchasers = 🔥 FY24 New Customers + 🏅 FY24 Existing Customers
Create this segment in ECPower
April Version
🌎 All Customers
Segment Name: 🌎 All Customers
Description: All customers.
Condition Settings: Customers with a total purchase count (F) of 1 or more.
Tips: The following relationship holds:
🌎 All Customers = 🔥 FY24 New Customers + 🏅 FY24 Existing Customers + 👻 FY24 Non-Purchasers
Create this segment in ECPower
👻 FY24 Non-Purchasers/FY23 Non-Purchasers
Segment Name: 👻 FY24 Non-Purchasers/FY23 Non-Purchasers
Description: Customers who did not purchase in the FY23 and did not purchase in the previous fiscal year.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before March 31, 2023, with the latest purchase order.
Create this segment in ECPower
👻 FY24 Non-Purchasers/FY23 Purchasers
Segment Name: 👻 FY24 Non-Purchasers/FY23 Purchasers
Description: Customers who did not purchase in the FY24 but made purchases in the previous fiscal year.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between April 1, 2023, and March 31, 2024, with the latest purchase order.
Create this segment in ECPower
👻 FY24 Non-Purchasers
Segment Name: 👻 FY24 Non-Purchasers
Description: All customers who did not purchase in the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before March 31, 2024, with the latest purchase order.
Tips: The following relationship holds:
👻 FY24 Non-Purchasers = 👻 FY24 Non-Purchasers/Previous Purchasers + 👻 FY24 Non-Purchasers/No Previous Purchase
Create this segment in ECPower
🏅 FY24 Existing Customers/2+ Purchases
Segment Name: 🏅 FY24 Existing Customers/2+ Purchases
Description: Customers who existed before the FY24 and made 2 or more purchases during the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before March 31, 2024, with a total purchase count (F) of 2 or more, within the period from April 1, 2024, to March 31, 2025.
Create this segment in ECPower
🏅 FY24 Existing Customers/1 Purchase
Segment Name: 🏅 FY24 Existing Customers/1 Purchase
Description: Customers who existed before the FY24 and made 1 purchase during the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before March 31, 2024, with a total purchase count (F) of 1, within the period from April 1, 2024, to March 31, 2025.
Create this segment in ECPower
🏅 FY24 Existing Customers
Segment Name: 🏅 FY24 Existing Customers
Description: Customers who existed before the FY24 and made purchases during the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: before March 31, 2024, with a total purchase count (F) of 1 or more, within the period from April 1, 2024, to March 31, 2025.
Tips: The following relationship holds:
🏅 FY24 Existing Customers = 🏅 FY24 Existing Customers/1 Purchase + 🏅 FY24 Existing Customers/2+ Purchases
Create this segment in ECPower
🔥 FY24 New Customers/2+ Purchases
Segment Name: 🔥 FY24 New Customers/2+ Purchases
Description: New customers in the FY24 with 2 or more purchases.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between April 1, 2024, and March 31, 2025, as the first purchase, with a total purchase count (F) of 2 or more, within the period from April 1, 2024, to March 31, 2025.
Create this segment in ECPower
🔥 FY24 New Customers/1 Purchase
Segment Name: 🔥 FY24 New Customers/1 Purchase
Description: New customers in the FY24 with 1 purchase.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between April 1, 2024, and March 31, 2025, as the first purchase, with a total purchase count (F) of 1, within the period from April 1, 2024, to March 31, 2025.
Create this segment in ECPower
🔥 FY24 New Customers
Segment Name: 🔥 FY24 New Customers
Description: All new customers in the FY24.
Condition Settings: Customers who placed orders with purchase dates that meet the following condition: between April 1, 2024, and March 31, 2025, as the first purchase, with a total purchase count (F) of 1 or more, within the period from April 1, 2024, to March 31, 2025.
Tips: The following relationship holds:
🔥 FY24 New Customers = 🔥 FY24 New Customers/1 Purchase + 🔥 FY24 New Customers/2+ Purchases
Create this segment in ECPower
🌎 FY24 Purchasers
Segment Name: 🌎 FY24 Purchasers
Description: All customers who made purchases in the FY24.
Condition Customers who placed orders with a total purchase count (F) of 1 or more, within the period from January 1, 2024, to December 31, 2024.
Tips: The following relationship holds:
🌎 FY24 Purchasers = 🔥 FY24 New Customers + 🏅 FY24 Existing Customers
