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Creating segments based on Point balance / expiration

Segment customers based on points

Updated today

In Shopify you can create segments that automatically add or remove customers based on the segment rule.

easyPoints creates tier segments automatically, but also allows manually creating segments based on point balance and expiration.

Check this link for more details about the tier segments.


1. Applying customer's point information into metafields

You must first define the point related metafields. Check the following page for instructions.

2. Create a segment

Access the "Segments" section in the Shopify customer admin, and then create a new one.

Set the metafield you would like to segment, and what ever amount as the segment rule.

e.g.:

metafields.loyalty.expires_at <= +60d
→ Customers that will have their points expired in the next 60 days
metafields.loyalty.balance >= 1000
→ Customers that have 1000 points or more

mf_segment2.png

After creating a segment, you can use them in analytics, flows, and more.

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