Rules are checked from the top, and the first one that fits wins.
| Segment | R | F | M | Who this is, and what to do |
|---|---|---|---|---|
| Champions | 4 to 5 | 4 to 5 | 4 to 5 | Bought lately, buy often, spend most. Reward them and ask for reviews. |
| Cannot Lose | 1 to 2 | 4 to 5 | 4 to 5 | Big spenders from the past, now quiet. Win them back first. |
| At Risk | 1 to 2 | 3 to 5 | 1 to 5 | Used to buy often, now gone. Send a personal message. |
| Loyal | 3 to 5 | 3 to 5 | 3 to 5 | Buy regularly and spend well. Offer early access and bundles. |
| New | 5 | 1 to 2 | 1 to 5 | First order very lately. Welcome them. |
| Promising | 4 | 1 to 2 | 1 to 5 | Bought not long ago, once or twice. Give a reason to return. |
| Potential Loyal | 3 to 5 | 3 to 5 | 1 to 5 | Recent with a few orders. A next order offer can make them loyal. |
| Need Attention | 3 | 1 to 2 | 3 to 5 | Spent well, starting to go quiet. A limited offer works now. |
| About to Sleep | 2 to 3 | 1 to 2 | 1 to 5 | Few orders, low spend, a while ago. Share popular products. |
| Lost | Everyone else | Lowest scores. | ||
Champions and Loyal also need at least 2 orders, which you can change. Rename any segment, pick its color and edit its rule under Settings, Customer segments, Segments.
Changing a rule scores everyone again. Those moves are logged, but Pro does not act on them, so a settings change never sends a batch of coupons.