# Customer segments

> Group customers by rules, such as what they spent, when they last ordered, their company, tags or country, then filter, export and use the group in discounts.

Source: https://docs.bifrostorbit.com/commerce/everyone/customer-segments/

A segment is a group of customers made from rules, such as "spent more than €500" or "hasn't ordered in the last 90 days". Customers join and leave a segment by themselves as they order, so it is always up to date. Editors and Admins can make and change segments; everyone can see them.

## Make a segment

1. Open **Customers** and select **Segments**, then **New segment**.
2. Give it a name, such as Regulars in Norway, and a description your team will understand.
3. Add rules, and choose whether customers must match **All rules** or **Any rule**.
4. Select **Add segment**. The customer list opens with the segment chosen.

| Rule | Matches customers who |
| --- | --- |
| Spent | Spent more or less than an amount in one currency, across the orders they placed. Less than includes customers who never spent in that currency. |
| Orders | Placed more than, fewer than or exactly that many orders. |
| Last order | Ordered in the last, or not in the last, so many days, or after or before a date. Customers who never ordered don't match. |
| Company | Belong to a company, a particular company, or none. |
| Tag | Have a tag, or don't. Add tags to a customer under **Edit**. |
| Country | Have a saved address in that country, or don't. |
| Marketing emails | Agreed to marketing emails, or didn't. |
| Shop account | Have an account in the shop, or check out as guests. |

For example, Northwilds' "Lapsed trade customers" is: Company is any company, and Last order not in the last 120 days.

## Use a segment

- **Filter:** choose the segment above the customer list. Search works within it.
- **Export:** select **Export** to download the customers you see as a spreadsheet (CSV), with their orders, spending per currency, tags and consent. Exporting needs the right to manage customers.
- **Discounts:** a discount can be limited to a segment, so only customers in it can use the code when they are signed in.

Select **Edit segment** to change the rules. Removing a segment doesn't touch the customers in it.