Customer Segments

Creating and managing customer segments in Quotient

Segments in Quotient let you group customers based on shared characteristics or behaviors. They're powerful tools for targeted marketing and personalization.

Creating Segments

You can create segments in two ways:

1. Segment Editor

Navigate to Segments under the Audience section to use our visual editor. The editor lets you combine multiple filters to define your target audience.

You can filter customers based on:

Shopping Behavior

Purchase history and frequency
Total spend amount
Cart activity
Product views

Email Engagement

Open and click rates
Subscription status
Campaign responses

Location

Country
Region
City
Timezone

Custom Properties

Tags
Custom attributes
Previous segment membership

2. Audience Agent

Our AI assistant can help you build segments through natural conversation. Simply describe the customers you want to target, and it will help create the appropriate segment. Try asking:

"Create a segment of customers who spent over $100 last month"
"Show me customers who haven't opened emails in 30 days"
"Find customers in the Pacific timezone who bought recently"

Using Segments

Once created, you can use segments in two key ways:

Email Campaign Targeting

Select specific segments as the audience for your email campaigns
Exclude segments from receiving certain campaigns
Create more personalized messaging for different customer groups

Customer Journey Personalization

Start journeys for specific segments
Create conditional branches in journeys based on segment membership
Customize journey actions based on which segments a customer belongs to

Best Practices

Keep segments focused: Create specific segments for clear use cases rather than trying to cover too many criteria in one segment
Update regularly: Review and update your segments periodically to ensure they remain relevant
Test before sending: Always preview your segment size and composition before using it in campaigns
Document your segments: Use clear names and descriptions to help team members understand each segment's purpose

The Audience agent can help you optimize your segments and suggest new targeting strategies based on your business goals.

Documentation