Segmenting customers is crucial for gaining insights and growing your business. This guide will show you how to use By the Numbers, a Shopify app, to segment customers and generate reports.
Before we dive into segmentation, let's cover some basics.
Customer Segmentation is the process of grouping customers based on traits or behaviors. Here are some possible segmentation characteristics available in By the Numbers:
With so many options, it's easy to feel overwhelmed. Let's start by building a segment for customers whose first purchase was a 'Large Widget.'
To get started with By the Numbers, install the app and open the 'Segments' page from the left navigation panel under the 'Customers' heading.
From there, you can select from 20+ preset segments automatically generated based on your customers' behaviors and traits. These segments give you instant insights into your business, such as customers in any RFM group, customers that have never used a discount code, or customers who have recently signed-up but have yet to order.
The 'Segment Details' page also includes helpful stats like Average Order Value, Average Customer Lifespan, Order Frequency and Customer Value.
By the Numbers also has the ability to connect and sync segments with an email marketing platform (like Klaviyo) so you can engage with and win-back customers.
To create custom segments based on different customer behaviors, click the 'Create Segment' button on the top right of the page. You can then designate things like Name, Description, and Filters.
Filters can be used to group customers based on their behavior. For example, filtering for 'Purchased Product (First order only)' lets you create a segment based on the first product that customers purchased. To see the full list of Filters, visit the Help Guide.
This allows you to limit any of the dozens of reports generated with By the Numbers to include only the desired segment of customers. Let's take a look at an example Cohort Retention Report:
Simply select the custom or pre-built segment you'd like to filter the report by from the 'Segment' drop-down menu. The report's values will then adjust to reflect the desired segment, allowing you to zero in on which customer segments are over or under-performing.
Hopefully, this guide has shown that customer segmentation doesn't need to be a pain. By the Numbers makes it easy to segment your customers and generate reports. Stay tuned for more useful guides in the future!
