Tutorial: Creating a Segment for Contacts with a Lifetime Value Range

This tutorial will guide you through the process of creating a segment for contacts whose lifetime value falls within a specified range.

Steps to Create a Segment

1. Access the Audience Tab:

   From the team dashboard, click on the Audience tab located in the top navigation bar.

2. Navigate to Segments:

   Click on Segments to proceed to the segment screen.

3. Create a New Segment:

   On the segment screen, click on Create Segment.

4. Name Your Segment:

   Provide a name for your segment. For example, "Between $500 and $2,000" for contacts who have spent between $500 to $2,000.

5. Add a New Group:

   Click on New Group and then click on Add Condition.

6. Select Contacts Entity:

   Click on Choose an Entity and select Contacts.

7. Choose Lifetime Value Action:

   Click on Choose an Action and scroll down to find the option called Lifetime Value.

   The lifetime value of a contact is the aggregate of the revenue collected from platforms like Shopify, WooCommerce, Stripe, PayPal, and Revenue API.

8. Set the Value Range:

   Select the Lifetime Value option and provide a range. Remember, the minimum and maximum values are inclusive. For instance, a contact with exactly $500 of revenue will be included in the segment.

   Set the minimum value to $500 and the maximum value to $2,000.

9. Save and Update Contacts:

   Click on Save and then click on Update Contacts to view all the contacts for this segment.

10. Create the Segment:

    Once you're satisfied with the contacts included, simply click on Create Segment.

And that's all you need to do to create a segment for contacts having a lifetime value between a specified range.