Customer Segments
Segments let you group customers based on specific criteria for analysis, targeted campaigns, and metric tracking. Fenicia supports both static and dynamic segments, each with built-in analytics.
Segment Types
| Type | Behavior | Example |
|---|---|---|
| Dynamic | Updates automatically based on filtering rules | Customers who spent over $5,000 in the last 90 days |
| Static | Fixed list of customers, managed manually | VIP list curated by the sales team |
Tip
Use dynamic segments when you need membership to update automatically. Use static segments for curated lists that don't change often.
Creating a Segment
Go to the segments section
Navigate to CRM > Customers > Segments or click the Segments tab from the customer list.
Click New segment
Press the New segment button and select the type: Dynamic or Static.
Set the name and description
Give it a descriptive name that clearly identifies the segment's purpose. The description is optional but recommended.
Configure filtering rules (dynamic segments)
For dynamic segments, define the conditions that determine membership:
- RFM segment: Select one or more segments (champions, at risk, etc.)
- Total spend: Greater or less than a specific amount
- Order count: Range of orders placed
- Last purchase date: Within a defined period
- Tags: Include or exclude specific tags
- Entity type: Individual or organization
You can combine multiple rules with AND / OR operators.
Add members manually (static segments)
For static segments, add customers in three ways:
- Manual search: Search and select customers individually
- CSV import: Upload a file with email addresses or identifiers
- Snapshot: Capture the current results of a filter as a fixed list
Save the segment
Click Save. Dynamic segments will calculate their members immediately.
Segment Analytics
Each segment includes an analytics panel with KPI cards that give you a quick view of performance:
| KPI | Description |
|---|---|
| Total customers | Current number of members in the segment |
| Total revenue | Sum of accumulated spend across all members |
| Average order value | Average amount per order within the segment |
| Lifetime value (LTV) | Average lifetime value of members |
The panel also displays a ranking of the top 10 customers in the segment, sorted by total spend.
Metric updates
Dynamic segment analytics are recalculated each time you access the segment. Static segments display data based on current membership.
Member Management
Dynamic Segments
Membership is managed automatically based on the configured rules. A customer enters or leaves the segment as their behavior changes.
Static Segments
You can manage membership manually:
- Add members: Click Add customers and search by name or email
- Remove members: Select one or more customers and click Remove from segment
- Import: Upload a CSV with customer identifiers to add in bulk
Customer Lists
Lists are a special type of static segment, designed for specific use cases:
| List type | Use |
|---|---|
| Manual | Individual customer selection for a specific campaign |
| Imported | Customers loaded from an external CSV file |
| Snapshot | Point-in-time capture of dynamic filter results |
Tip
Snapshots are useful for freezing a group of customers at a specific moment. For example, capture today's "At risk" customers for personalized follow-up.
Editing and Deleting Segments
To modify an existing segment:
- Open the segment from the list
- Click Edit to change the name, description, or rules
- Save your changes
To delete a segment, click the options menu (...) and select Delete. This action does not delete the customers themselves, only the grouping.
Deleting segments
Deleting a segment is irreversible. If the segment is being used in campaigns or automations, make sure to unlink it before deleting.
Next Steps
Need help? Contact support or check our FAQ.