Using customer segments with Subscription Experiences
Use customer segments to provide Subscription Experiences to specific groups of customers, or add and remove customers from specified cohorts for improved customer management.
This guide covers how to use segments with Subscription Experiences.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Before you start
- Subscription Experiences are available to specific merchants. Schedule a set-up call with Recharge to get started, or contact your Customer Success Manager directly.
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Segments are available to Pro or Custom plans merchants.
- See Managing customer segments for instructions on creating, managing, and deleting customer segments.
How it works
A segment is a group of customers that have similar characteristics. Recharge customer segments are similar to customer segments in Shopify or customer lists and segments in Klaviyo.
A segment member is an existing Recharge customer that has been added to a segment. You can add customers to one or several segments. Customers are recognized by their email address, which is associated with their Recharge customer record.
There are a few methods you can use to add customers to a segment:
- Manually add customers to a segment
- Bulk import customers with a CSV file
- Import an external segment
- Automatically add customers to a segment after a specified point in a Subscription Experience strategy
You can use segments when building certain Subscription Experiences to:
- Group-specific customers together based on the incentive or action included in the Subscription Experience
- eg. Add customers to a "Free Gift" segment the first time they receive a free gift after hitting a streak milestone to track which customers have received incentives
- Target specific groups of customers with incentives or actions
- eg. Build a 6% credits experience that only triggers and offers the incentive to customers in your "Big Spenders" segment
Using customer segments when building Subscription Experiences
Use a segment when configuring the Trigger node for Rewards or Upcoming Order Cross-sell strategies, or when using the Conditional Branch node to build Rewards, Upcoming Order Cross-sell, Cancellation Prevention, or Win Backs strategies.
Using the segment node with Subscription Experiences
You can add the Segment node to the following Subscription Experiences to add or remove customers from a specified segment when they reach the point in the experience. :
- Rewards
- Cancellation Prevention
- Win Backs
- Upcoming order Cross-sell
- Failed Payment Recovery
- Automate
Drag and drop the node onto the flow canvas to add or remove customers from a segment depending on the customer's place in the experience:
For example, you can segment all customers who receive a milestone incentive after their first order to analyze their purchasing behavior as they continue in the subscription experience.
You can choose a previously created segment, or create a new segment when configuring the experience:
- Click on the segment node.
- Select Create new segment.