Segmenting Data

Metorik allows you to segment any resource (eg. Orders, Customers, Subscriptions, Products, Coupons, Carts) by any of its attributes (total items, payment method, LTV, etc).

Additionally, you have the ability to save segments for re-use later and share them with your team.

Segments can also be leveraged for regular and recurring exports, digests, or on your dashboard.

Video

In this video, Bryce walks you through the segmenting system, demoing how it works and how you can get the most out of it.

Segmenting basics

Segmenting is available on the following 'resource pages':

To start segmenting, select the segment dropdown and choose a 'field' that you want to segment by:

The fields available to segment by will vary based on the resource.

For customers, it includes fields like the total spent, order count, and last order date, while orders could be filtered by the products they contain, time they happened, payment method, and more.

At the top of the segmenting system, you can choose whether the resource should meet all of the filters you create or any.

For each filter you create in a segment, the 'options' you can use will depend on the field chosen. For example, filtering by a 'number' field like 'total spent' would give you the following options:

So you could specify ' total spent between x and y' or 'total spent greater than x'.

Date fields, on the other hand, have a completely different set of options:

The in the period one is particular is quite useful, giving you dynamic periods like:

You can add as many filters as you'd like by hitting the plus (+) icon on the right of each filter. Similarly, you can remove a filter by hitting the (x) icon.

When segmenting orders, customers, products, or subscriptions you'll also be able to filter by custom meta fields your store has (more on this here).

When you're done applying filters for your segment, click the blue Segment button to get the results:

Additionally, you can use the Reset Filters button to remove all of your filters and clear the selected segment (if any).

Totals footer

The totals footer displays key totals for the results of the segment you are currently viewing. For example:

Orders Segment: Total Number of Orders in Segment, Total Gross Sales, Total No. Items, Average Order Value, Average Order

Customers Segment: Total Customers in Segment, Total Life Time Value (LTV), Total Orders, Average LTV, Average Orders per Customer

Products Segment: Total Products in Segment, Net Revenue, Net Items Sold, Number of Items in Stock

Depending on the segment you are currently viewing, extra totals can be shown by clicking the 'plus' button (currently on for orders and customers):

Saving custom segments

At the bottom of the segmenting area, you'll find the very useful button Save Segment button. After clicking that, you can enter a name for the segment, choose if it should be accessible to the whole team or just you.

After you've created or selected a saved segment, you can de-select it (keeping the filters in place) duplicate it (you'll the be able to edit the filters and save it with a new name), delete it, or update the segment with any additional filters you've added.

If you want to access any of your existing custom segments, or one of the suggested segments Metorik includes, you can do so by clicking the Choose a Segment drop down in the top right of the segmenting area.

Segments page

The segments page is where you can go to get a bird's eye view of a resource's respective segments, including the live stats for each one. You can find it by clicking the 'Segments' toggle at the top of the resource page.

The stats you see will vary based on the resource, but here's an example of a Customers Segments page:

Clicking on a segment will take you through the resource page and apply the segment, allowing you to see the customers (or orders, etc.) that belong it.

You can export all of your segments and their respective stats by clicking the Export button. Learn more about Exporting Data.

Additionally, depending on the resource, you may find a Segment Settings button on the right. There you're able to customise the settings that are used to build some of your automatically suggested segments. Here are the customer segment settings:

Keep in mind, only team members with the analyst or higher role can view the segments page.

When you select either a custom segment or a suggested segment, the URL of the page will be updated with the ID for it. You can then send the link to the URL to anyone else on your team and the segment will be applied automatically for them.

Automating segment exports

When it comes to exporting segments, you can do so on the spot or automatically on a recurring-basis by clicking the Export button on the resource page above the results table. Learn more about Exporting Data.

Report & Cohort Segmenting

You can also also use the segmenting tool on all the main Reports and Cohorts in Metorik:

Learn more about Reports Segmenting.