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.
| 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.
Navigate to CRM > Customers > Segments or click the Segments tab from the customer list.
Press the New segment button and select the type: Dynamic or Static.
Give it a descriptive name that clearly identifies the segment's purpose. The description is optional but recommended.
For dynamic segments, define the conditions that determine membership:
You can combine multiple rules with AND / OR operators.
For static segments, add customers in three ways:
Click Save. Dynamic segments will calculate their members immediately.
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.
Membership is managed automatically based on the configured rules. A customer enters or leaves the segment as their behavior changes.
You can manage membership manually:
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.
To modify an existing segment:
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.
Need help? Contact support or check our FAQ.