Quick Guide: The best Segments to start with on Shopify.

2 Min Read.

Quick Guide: The best Segments to start with on Shopify.

Segmentation can be a powerful tool for analyzing and optimizing your business. This article will guide you through some of the segmentation tools and reports that come prebuilt in By the Numbers — a Shopify app.

What is Segmentation?

Segmentation is the process of dividing customers into groups based on shared traits and characteristics for more fine-tuned analysis. While you’re free to create your own custom segments (process described in detail here), this post will show you how to use By the Numbers’ 20+ prebuilt segments.

Getting Started with Pre-built Segments

First, if you haven’t already installed By the Numbers you’ll need to do so. The app offers a free 14-day trial so you can try it out before you commit to a purchase. After it’s installed, open the Segments page on the left side panel under the ‘Customers’ heading. You should see this:

The segments displayed are automatically generated based on your store’s customers (their behaviors, demographic information, purchase history, etc.). They give you instant insights into your business by zeroing in on what matters most.

Choosing the right Segment and report

On their own, segments can be used to create targeted email marketing campaigns (see: syncing email marketing platform like Klaviyo). However, combined with the right reports a segment can give powerful insights. Here are a couple of our go-to report and segment combinations:

The prebuilt segment “Top 25th Percentile Customers by Total sales” zeroes in on your high value customers. Combined with the Products Sold report it spit out the products your most important customers are buying.

Have you ever wondered how much customers who use discount codes spend compared to customers who have never used a discount code? The Full price Customers and Non-full price Customers segments show customers who have always paid full price and customers who have never used a discount code with an order. Use either of those segments with the Total Sales report to see how those groups perform from one month to the next.

Do you have a favorite segment and report combination that we didn’t mention? Tell us about it! We love hearing about how users are using the app to optimize their businesses.