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Creating segments based on Point balance / expiration / tiers

Segment customers based on points

Updated over 2 weeks ago

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

easyPoints allows defining point balance, expiration and tier uids as individual metafields, so by using those as segment rules, you can set up segments based on the point information.


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
metafields.loyalty.tier_uid = 'uid_text'
→ Customers that have the selected tier uid.

※ Please replace "uid_text" with the uid of the tier you want to segment.

※ Please check this page for instructions on how to check the tier uid for each tier.

mf_segment2.png

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

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