Segments

Segments allows customers to be grouped based on matching specific event criteria, for example:

• A specific level of lifetime spend

• Purchase of specific products

• Repeat purchases

Segments can be used to support concepts such as:

• A customer profile group

• An identified specific interest

• Membership Levels (VIP)

• Eligibility for a specific offer

Segments are configured in the Segments manager within the TallyMark's console and have the following properties:

Name

A name for the segment.

Description

A description for the segment

Segment Expiry Configuration

Segment membership can be configured to automatically expired based on several modes of operation:

Mode	Operation
None	Segment membership does NOT expire
Until Anniversary Date	Membership of the segment expires at the Customer's next anniversary date
Until Anniversary Date plus 1 year	Membership of the segment expires at the Customer's anniversary date plus 1 year. For example, if a customer's join date is 31 May 2020 (making their anniversary date 31 May) and they are added to the list on 23 December 2020, they will remain a member of this segment until 31 May 2022.
Specified Period	For a specified period in days, months or years - to a maximum of 5 years.
Specified Date	Until a specifed date to a maximum of 5 years.

Status

A status:

Status	Description
Configure	A segment that is in the process of being initially configured.
Test	A segment that is configured, available for testing but not Active
Active	An active rule that is being used to by a rule.
Inactive	An Inactive rule. Once a rule has been made in active is cannot be made Active again.
Archived	An Archived rule that is in a read only state.