Getting started with filters and customer segments

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Foore lets you filter and segment important groups of customers, so you can identify a specific group of customers and send them targeted messages. For example, you could create a segment of customers who did not visit for last 45 days and subscribe them to win-back message sequence, or you could create a segment of new customers, happy customers or whatever you like.

We will guide you through steps to filter and create customer segments.

What is a segment?

A segment is a group of your customers defined by rules (or filters) that you set. Customers are automatically added to the segment based on customer activities to match those rules. 

We recommend creating a segment for every important group of customers you’d like to monitor closely and send a message to – for example, customers slipping away or customers who gave a bad feedback recently.

Create a segment

Let’s start by creating a segment for customers that are slipping away. We will filter all customers who visited within the last 4 months (Check-in in the last 240 days) but did not visit in the last 30 days.

Visit People and add filters with Last Checkin more than 30 days ago and Last Checkin less than 240 days ago.

Save the segment by clicking the Save Segment button.

The segment will show on the submenu and will always show the latest set of customers matching the filters.

You can create many segments to monitor important groups of customers for your business.

Useful segments to create

Each business has a specific customer profile and groups of customers. Here are some ideas to get you started.

New Customers – These are customers who recently visited your store for the first time. You may want to ask these customers for feedback and tell them more about your offerings.

Promoters – These are customers who loved your services or products. They are your word of mouth marketers and can refer their friends and families to your business. Send them messages to refer their friends to your business.

Slipping Away – These are customers who did visit you earlier but it’s been some time since they visited and you should be worried about them. Send the message to understand if they faced any issues to win them back.

Support needed – These are customers with open support tickets. They faced issues and you raised a ticket but the ticket is still open. You should send them regular updates on ticket status.

How to edit or delete a segment

To delete a segment, hover over the segment in the submenu and a red cross will appear. Click the cross to delete the segment.

Note: Deleting the segment does not delete the customers of the segment

To edit a segment just click on the segment and hit Save Segment button after making necessary changes to the segment filters.

When to use and/or for the segment

You can combine the filters to create sophisticated filters. and combines the filters such that all filters must be true. or combines the filters such that a customer will become part of the segment even if one of the filters is true for the customer.

That’s a wrap. We walked through steps to create and manage customer segments.

With Foore’s customer filter and segments, you can identify the most important group of customers and send them personalized messages.

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