Filtering and combining customer segments for further analysis

A Repeat Customer Insights customer was asking how to filter the exported customer list to find specific segments for their analysis.

In Google Sheets:

  1. Load the customer export into a new spreadsheet or sheet
  2. Use Data > Create a Filter on the columns
  3. Then click the filter icon on the top of the column named "Segments"
  4. Use Filter by condition with "Text contains" and whatever name of the segment you’re looking for. e.g. type "loyal" to show all of the customers in a segment with loyal in the name like Loyal, Defection risk loyal, Potential loyal

Excel and other spreadsheet apps should have similar options.

Alternatively you can use the pre-filtered segment files. The app will automatically create a separate customer list that’s been pre-filtered for each segment. This can be easier if you’re looking for one specific segment, say to load into an advertising or email marketing platform.

Segmenting your customers has always been touted as a powerful marketing tool but many stores avoid it because it can be time-consuming.

Repeat Customer Insights will automatically segment your entire customer base for you based on the valuable data Shopify has already collected. Ranging from 5 to over 125+ different segments, you can pick how much power you want to harness. Each segment is also available to export for further analysis like this customer was asking about.

Eric Davis

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