Identify your 100 top customers according to their spending level

Scope

In this tutorial, you will see how to identify a target group of contacts within a segment, to be able to send them customized offers, or message deliveries as required.
For this example, you will learn how to select the top 100 customers that, in the previous year, had the highest online spending levels. You can then go on to send them a promotional code for use online, or similar.

Procedure

You will start by creating a segment that is made up of just one rule, which includes all the conditions required to identify the customers who have made online purchases in 2017. Then you will learn how to refine the segment further, resulting in an audience that consists of the top 100 customers, with the highest online spending levels during that year.
To initially define the appropriate segment, do the following:

  1. Sign in to the platform and click the Segments tab in the Control bar, at the top of the page, to display the My segments page.
  2. Click Create new segment.
    The New segment page displays.
  3. Give the segment a unique and recognizable name, for example, ‘Top 100 E-commerce customers 2017’.
  4. Click Create Purchases Rule, followed by Create custom Rule, on the next page.

Now, you need to define the rule that determines the segment for 2017 spending levels.

  1. Give the rule a name of your choice, for example, ‘2017 online purchases’.
  2. Under Action, select Have purchased.
  3. Under Time frame, select In date range, then January 1, 2017 in the first field, and December 31, 2017 in the second one.
    This condition limits the rule to purchases made during 2017.
  4. Under Match, select ALL.
    This ensures that only the contacts who satisfy all the conditions you define for the rule are included in the segment.
  5. Under Store category, select Equal to and E-commerce.
    Note:
    If Store category is not displayed by default, under Add condition, click the downwards pointing arrow to the right of the box, and select it from the drop-down list.
  6. When you have finished defining the conditions that identify the customers who have made online purchases in 2017, click Add.
    You are returned to the New Segment page and the rule is added to the Segment Summary panel, which is displayed, together with the appropriate number of contacts, to the right of the page.

Next, you need to refine the segment to identify the top 100 customers with the highest online spending levels:

  1. In the Segment Summary panel, click Refine your selection.
    The Refinements controls display in the main panel.

  1. Give the refinement a name of your choice, for example, ‘Top 100 e-commerce customers 2017’.
  2. Under By, select Spending level.
  3. Under Number of contacts, enter 100, then under Narrowed to, select Top.
    These two steps determine that the top 100 customers are to be identified.
  4. Under Time frame, select In date range, then January 1, 2017 in the first field, and December 31, 2017 in the second one.
  5. When you are finished, click Add to apply the refinement to the segment.
    The refinement is added to the Segment Summary panel, and the number of contacts in the Result box is reduced to 100.

  1. Click Save to be able to apply the segment to future deliveries, or Start new plan, to use it immediately.

Once you have defined the segment and the corresponding refinement, you can continue to plan a promotional delivery to the top 100 customers, with the highest online spending levels in 2017.

For more details, see the dedicated section in the Contactplan Guide or contact our Customer Service.