Intelligent Segments helps you identify customer groups that present the highest revenue opportunities. Instead of manually analyzing customer behavior, the platform automatically highlights segments that may require attention, estimates their potential business impact, and recommends the best campaign strategy for each.

The segments are refreshed regularly to reflect the latest customer behavior, helping you prioritize your marketing efforts.

Intelligent Segments analyzes your customer data and:

These segments are built using RFM (Recency, Frequency, Monetary) analysis to identify customers based on their purchasing behavior.

Examples include customer groups that may be at risk of churning, highly valuable repeat customers, or customers with strong upsell potential.

In addition to customer segments, Intelligent Segments also classifies leads based on their engagement level.

Available lead segments include:

Lead segments are determined using engagement signals such as:

The Segment Library provides a collection of ready-to-use customer and lead segments, allowing you to quickly target common audiences without creating segments manually.

Each Intelligent Segment displays an estimated revenue impact to help you understand where your marketing efforts may have the greatest effect.

The estimated impact is intended to help prioritize opportunities and should be used as guidance when planning campaigns.

Intelligent Segments are automatically refreshed once every week to reflect changes in customer behavior and engagement.

1. What are Intelligent Segments?

Intelligent Segments automatically identify customer groups that represent the highest opportunities for revenue growth or retention based on customer behavior and purchase history.

2. How are Intelligent Segments different from regular segments?

Traditional segments require you to decide who to target. Intelligent Segments automatically identify high-impact audiences, prioritize them, estimate their potential impact, and recommend the next best marketing action.

3. How is the revenue impact calculated?

The revenue impact is an estimate based on customer behavior, historical performance, and segmentation models. It is intended to help prioritize campaigns and should not be considered a guaranteed outcome.

4.How often are Intelligent Segments updated?

Segments are automatically refreshed every week so recommendations stay aligned with your latest customer data.

5. What are Lead Segments?

Lead Segments categorize prospects into Hot, Warm, and Cold based on engagement signals such as add-to-cart events, clicks, replies, and other interactions.

6. What is the Segment Library?

The Segment Library is a collection of pre-built customer and lead segments that can be used immediately without manually creating segmentation rules.

7. Can I edit or ignore the recommended strategy?

Yes. Campaign strategies and AI-generated templates are recommendations. You can customize the campaign, choose a different strategy, or create your own messaging.

8. Why don't I see many Intelligent Segments?

Stores with limited purchase history or engagement data may have fewer available segments initially. As more customer data is collected, additional segments and more accurate recommendations become available.

Are Intelligent Segments based on RFM analysis?

Yes. Intelligent Customer Segments are built using RFM (Recency, Frequency, Monetary) segmentation as the foundation, along with additional behavioral insights to surface actionable opportunities.

For further assistance or to raise feature requests related to Intelligent Segments please contact [email protected]