Advanced Segmentation (Stacking Conditions)

If you want to get more specific than simply selecting one filter or condition to create a Segment, you can select multiple conditions to really hone in on and identify your customer base.

For example, if you wanted to create a segment of your customer base that made their first purchase in a certain month AND from that group you want to see how many of them purchased a particular product (in that order), you would set up your conditions like this:

Cohort: [Month of purchase]

Purchased Product Names: [Product of your choice]

The effect of specifying both of those conditions is to limit the search to include only people who meet both criteria. It looks like this:


NOTE: Selecting "is in" instead of "is" will allow you to choose from a drop down menu of all your available choices and we recommend "is in" to always find what you're looking for

Let’s say you wanted to find out how many people purchased a product that you sell from a particular local vendor AND you also want to see how many of these customers were locals. You would set up your conditions like this:

Purchased Product Vendors: [Vendor of your choice]

City: [City of interest]

Zip: [Postal code for region]

It would look like this:



Finally, let’s say you just held a sale on ladies’ garments. You want to know how many women made their first purchase within that month, AND of them, how many actually bought a specific sale item, AND finally, if they used your coupon. The conditions would look like this:

Cohort: [Month of purchase]

Purchased Product Names: [Product of your choice]

Coupons Used: [Name of coupon]

Gender: [is not men]

And all that would look like this:


With this series of compounding conditions, you can determine how many first-time female buyers used your coupon to purchase a specific item you offered on sale last month. Voila!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Article is closed for comments.