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How to create a segment

Navigate to Segments in the sidebar and click Create Segment. Or click Save as Segment from any filter panel on a report page to save your current filters as a reusable segment.
Create segment screen

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Step-by-step

1

Choose the segment type

Select what type of records this segment will filter:

Orders

Filter WooCommerce orders by status, payment method, value, date, country, and more

Customers

Filter customers by location, registration date, order count, lifetime value, and more

Products

Filter products by category, price range, name, and SKU

Subscriptions

Filter subscriptions by status, plan, start date, and billing amount
2

Add conditions

Each condition has three parts:
Click Add Condition to add more. All conditions use AND logic — a record must match every condition to be included.
3

Name and save

Give your segment a clear, descriptive name. Click Save Segment.
Use names that describe the customer, not the filter — e.g. “High-Value UK Repeat Customers” not “country=UK AND value>500”.

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Available conditions by type

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Example segments to get you started

  • Customer: Total order count greater than 3
  • Customer: Lifetime value greater than $300
Use this to identify your VIP customers for loyalty campaigns.
  • Customer: First order date is in the last 90 days
  • Customer: Total order count equals 1
Use this to target first-time buyers with a second-purchase offer.
  • Order: Payment method is PayPal
  • Order: Total greater than $200
Use this to understand high-value PayPal buyer behaviour.
  • Subscription: Status is Active
  • Subscription: Billing period is Monthly
Use this to export a list of all active monthly subscribers.