Segments
A segment is a group of customers that share something in common. That could be a list of specific phone numbers you've put together yourself, or it could be customers who all behaved in a similar way, like everyone who started checkout but didn't complete their purchase this month.
Segments let you act on these groups in a targeted way. You can use them to restrict discounts, trigger automations, block certain payment methods, or run campaigns for specific sets of customers.
Two Ways to Create a Segment on Shopflo
Shopflo gives you two ways to build a segment depending on whether you already know who you want to target, or whether you want the platform to figure that out based on customer behavior.
Creating Segments Manually (Static List)
A static list is a segment you build manually. You bring the list, Shopflo stores it. The customers in it don't change unless you update the list yourself.
This works well when you have a fixed group in mind, like:
A list of phone numbers belonging to customers with frequent cancellations, where you want to block COD
A set of PIN codes from areas with high return rates, where you want to exclude certain promotions
How to create a static list segment:
Step 1: Go to the Segments page.
Step 2: Click the New segment button.
Step 3: Choose Static list.
Step 4: Paste your customer list (such as phone numbers) into the designated field.
Step 5: Add a title and description to help identify this segment later.
Step 6: Click Save segment to finish.
Your static segment is ready. Use it for automations, restricting discounts, or any other targeted action.
You can also create static segments based on PIN codes, for example, to address high returns from a specific area.
Step 7: On the New segment screen, select Static list again, import a CSV file containing them.
This approach lets you upload customer data from spreadsheets, making it easy to set up policies for specific groups.
Once uploaded, just click Done and Save segment to activate your new segment.
Creating Dynamic Segments
A dynamic list is a segment built on conditions rather than a fixed list. You define rules like "customers who started checkout at least once in the last 30 days but completed zero purchases" and Shopflo automatically figures out which customers match.
As customer behavior changes over time, the segment updates itself. Someone who completes a purchase gets removed. Someone new who drops off gets added. You don't have to do anything.
This is useful when you want to stay on top of a group that's always shifting, like:
Customers who visited a page but didn't buy
Customer who started checkout but didn't complete it in the last 30 days
Any behavior-based group you want to track in real time
How to create a dynamic list segment:
Step 1: Go to the Segments page and click New segment.
Step 2: Select Dynamic list.
Step 3: Pick a ready-made template or start from scratch.
Templates cover common use cases, like “checkout started but not purchased” or “page visited but not purchased” in the last 30 days.
Step 4: Review the preset conditions. For example, you can set it to include customers who started checkout at least once in the last 30 days but completed zero purchases.
Step 5: Click to Create the segment and count data.
Step 6: Preview additional data fields, such as customer names or phone numbers.
The system fetches and displays the list of customers matching your conditions.
Step 7: When you’re satisfied, click Save segment.
💡 You don't need to refresh or re-upload anything. The segment stays current on its own.
Which One Should I Use?
| Static List | Dynamic List |
Best for | Fixed, known groups | Behavior-based, live targeting |
Updates automatically | No | Yes |
Supports CSV upload | Yes | No |
Frequently Asked Questions
Can I use segments for automations? Yes. Both static and dynamic segments work with automations, discount restrictions, payment method rules, and targeted offers.
What data can I upload in a static list? Phone numbers or PIN codes. You can paste them in directly or import a CSV file.
Do I need to update a dynamic segment manually? No. Dynamic segments update automatically as customers match or stop matching your conditions.
What happens as soon as I save a segment? It's immediately available to use across the platform, whether that's in automations, discount rules, or any other targeting feature.