Home Academy Learning modules

Use customer segmentation

7:57 minutes total learning time
Discover how Customer Segmentation in Insights automatically groups customers based on purchasing behavior, helping you uncover risks and opportunities across your entire customer base. Learn how these dynamic insights support smarter decisions to improve retention, loyalty, and growth.

3 videos in this learning module

1

Insights: customer segmentation

2:45
2

Filter and resegment customers

2:42
3

Exclude customers from Insights calculations

2:30
Insights: customer segmentation
Filter and resegment customers
Exclude customers from Insights calculations

Insights: customer segmentation

While you likely know your top customers, those who buy less often or spend less can be easy to overlook. Customer segmentation helps you stay on top of your data by automatically analyzing buying behavior to group customers and uncover insights.

 

 

 

Supporting documentation

Filter and resegment customers

Learn how to use filtering and re-segmenting to analyse your customers from different perspectives. This tutorial explains the difference between narrowing your view and recalculating customer behavior, helping you uncover deeper insights and identify opportunities within specific areas of your business.

 

 

 

Supporting documentation

Exclude customers from Insights calculations

Learn how to use the Remove customers option to exclude specific customers from Insights calculations. You’ll see how exclusions immediately affect customer counts and revenue totals, and how removing customers differs from filtering by excluding them entirely from segmentation and Insights results.

 

 

 

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