Segmenting Orders, Subscriptions, and Carts based on customer filters

When using Metorik's  segmenting system on orders, subscriptions, and carts, you may want to filter the results to customers that meet certain rules. Let's have a look at how you can do this in Metorik.

Customer in Segment Filter

This filter helps you narrow down your order, subscription and cart segments to only customer that match (or don't match) a previously created Customer Segment.

To use the "Customer in Segment" filter, first head over to your Customers page and create the customer segment you want to include/exclude. Make sure to save it to your Saved Segments list.

Then, head back to your Orders, Subscriptions or Carts page, and load the segment you just created.

You can also exclude Customers in the segment by changing the filter from "is in" to "is not in":