Create Segment

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Query Group

“Query Group” is a group that combines multiple conditions.
You can add multiple conditions within a group, and link them with AND or OR.
If there are three or more conditions within a group, you can only choose to link all with "AND" or link all with "OR".
You can connect multiple groups with AND or OR. When connecting three or more groups, you can only choose to link all with "AND" or link all with "OR".

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Add / Delete Query and Query Group

Query groups can be added by clicking on "Add Query Group". You can create up to three query groups.
Query groups can be deleted by clicking on the "×" icon at the top right.
Queries can be added by clicking on "Add Query". Within one query group, you can create up to ten queries.
Queries can be deleted by clicking on the "×" icon on the right.

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Dimension

Category	Subcategory	Description	Type
Products	Product	Customer who placed order in which “Title of product”...	multiple
Products	Product Type	Customer who placed order in which “product type”...	multiple
Products	Product Variant	Customer who placed order in which “Product Variant”...	multiple
Products	Product Tag	Customer who placed order in which “Product Tag”...	multiple
Products	Product Vendor	Customer who placed order in which “Product Vendor”...	multiple
Orders	Order Tag	Customer who placed order in which “Order Tag”...	multiple
Orders	Sales Channel	Customer who placed order in which “Sales Channel”...	multiple
Orders	Coupon	Customer who placed order in which “Coupon”...	multiple
Orders	Order Date	Customer who placed order where “Order date” is in...	period
Orders	Order Value	Customer who placed order where “Order value” is in...	numeric
Acquisition	Referrer	Customer who placed order in which “Referrer”...	multiple
Acquisition	Landing Page	Customer who placed order in which “Landing Page”...	multiple
Acquisition	UTM source	Customer who placed order in which “UTM source”...	multiple
Acquisition	UTM medium	Customer who placed order in which “UTM medium”...	multiple
Acquisition	UTM campaign	Customer who placed order in which “UTM campaign”...	multiple
Customers	Country	Customer whose “Country” ...	multiple
Customers	Province	Customer whose “Province” ...	multiple
Customers	Customer Tag	Customer whose “Customer Tag” ...	multiple
Customer stats	Recency (Days From Last Purchase)	current date ー last purchase date	numeric
Customer stats	Frequency (Total Order Count)	Total order count of all period	numeric
Customer stats	Monetary (Total Order Value)	Total order amount of all period	numeric
Customer stats	AOV (Average Order Value)	Average order amount of all period	numeric
Customer stats	Purchase interval days	Average purchase interval days of all repeat orders	numeric

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Operator options for each Dimension

Operation type	Option	Meaning
numeric	is within range of	A ～ B means A or more, B or less. If you do not specify either value, it will mean "All above" or "All below.”
numeric	is equal to	It matches the specified value exactly.
numeric	is not equal to	It refers to everything that does not match the specified value.
multiple	contains all of	It includes all the specified options. In the case of order-related dimensions (order, product, customer acquisition), it means "customers who have placed an order containing all the specified options within a single order.”
multiple	contains any of	It includes any of the specified options.
multiple	contains none of	In the case of order-related dimensions (order, product, customer acquisition), it means "customers who have not placed an order containing any of the options".
period	is between dates	You create a period condition by specifying a date and time. If you do not specify either value, it means "All past" or "Up to the most recent date." Please note that the latter does not mean "the date the customer segment was created.”
period	is within days range of	You create a period condition by referring to X days before and Y days before the current point. If you do not specify either value, it will mean "All past" or "Up to the most recent date.”

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Advanced filters

For order-related dimensions (order, product, customer acquisition), you can specify the following detailed filters:
Order Period: Specifies the period during which orders were made.
Nth order: Specifies the Nth that orders were made. If you choose 1st, it means customer who placed order in which product is xxx WHERE the Nth of the order is 1st. In short, you can create segments based on first purchased product.
Order Count: Specifies the number of orders made.
The detailed filters that can be set for each dimension are as follows. (★: Can be set)

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Category	Dimension	Order Period	Nth order	Order Count
Products	Product	★	★	★
Products	Product type	★	★	★
Products	Product Variant	★	★	★
Products	Product Tag	★	★	★
Orders	Order Tag	★	★	★
Orders	Sales Channel	★	★	★
Orders	Order Date	-	★	-
Orders	Coupon	★	★	★
Acquisition	Referrer	★	★	★
Acquisition	Landing Page	★	★	★
Acquisition	UTM source	★	★	★
Acquisition	UTM medium	★	★	★
Acquisition	UTM campaign	★	★	★
Customers	Country	-	-	-
Customers	Province	-	-	-
Customers	Customer Tag	-	-	-
RFM and AOV	Recency (Days From Last Purchase)	-	-	-
RFM and AOV	Frequency (Total Order Count)	★	-	-
RFM and AOV	Monetary (Total Order Value)	★	-	-
RFM and AOV	AOV (Average Order Value)	★	-	-

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Operator options for each Advanced Filter

Advanced Filter	Option	Meaning
Order Period	Unspecified	By default, nothing is specified (meaning "for all periods") is set.
Order Period	is between date	You can specify a period by date. If you don't specify either value, it means "all past" and "up to the latest date", respectively. Please note that the latter does not mean "up to the date the customer segment was created.”
Order Period	is within days range of	You can create a period condition in the form of "from X days ago to Y days ago" based on the current point. If you don't specify either value, it means "all past" and "up to the latest date", respectively.
Nth order	Unspecified	By default, nothing is specified (meaning "for all Nth of order") is set.
Nth order	is first	Specify this if you want to target the first purchase.
Nth order	is last	Specify this if you want to target the most recent purchase.
Nth order	is in	Specify the range of frequencies that will be targeted. For example, if you specify "2 to 4", you will count orders that are the 2nd, 3rd, or 4th order for each customer. If you do not specify either value, it means "from the first order" and "up to latest order", respectively.
Order Count	Unspecified	By default, nothing is specified (meaning "at least one order") is set.
Order Count	is within range of	Set the threshold or range for the order count that will be targeted. If you do not specify either value, it means "up to X orders at most" and "at least X orders or more", respectively.

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Preview Metrics

Preview the list of metrics when creating a customer segment with the currently set queries.

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Save Segment As…

Name

Name of the customer segment.
There is a 64-character input limit. Also, duplication with existing names is not allowed.
It can be changed after creation.

Description

This is a field for entering a description about the content of the condition-based customer segment.
You can add information that makes the conditions, creation purpose, and content of the segment easy to understand when viewed in a list.

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FAQ

How can I create a segment that includes all existing customers?

You can create a segment by setting “RFM > Total Order Count” as “1 ~ (null)”, which means customer who placed order (for any products) at least one time.

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Query Group

Add / Delete Query and Query Group

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Dimension

Operator options for each Dimension

Advanced filters

Operator options for each Advanced Filter

Preview Metrics

Save Segment As…

Name

Description

FAQ

How can I create a segment that includes all existing customers?

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