How to use Upsell.com's customer segment condition to revolutionize your customers' post-purchase experiences | Shopify

What is the "customer segment" condition?

The "customer segment" condition in the Upsell.com Flow Builder allows merchants to target Shopify’s customer segments directly within their flows. To learn more about Shopify's customer segments and how to set them up for use within Upsell.com, see later in this article.

How to add the customer segment condition within the Upsell.com Flow Builder

From within the Flow Builder click Add Condition

Select Customer segment from the options in the right-hand action menu

Choose whether the segments you select will be inclusionary or exclusionary

From the dropdown menu, choose one or more Shopify customer segments and click Save

🛠️ InformationThese segments are set up previously, can be set up in a separate window now (see below), or you can use one of Shopify’s premade customer segments such as:Customers who have never purchasedCustomers who have purchased more than onceAbandoned checkouts in the last 30 daysEmail subscribersCustomers who have purchased at least once

Set up slots and widgets that you wish to display to your customers

Click Save and activate your flow

What are customer segments?

Customer segments are dynamic, rule-based lists that group customers with similar characteristics. These segments update automatically in real-time based on whether customers meet the criteria.

Using Shopify's customer segments, you can supercharge Upsell.com with greater precision and segmentation. For example, you can:

Discover insights about your customers, such as purchasing behavior or geographic trends
Combine multiple customer segments for tailored targeting
Develop cost-efficient marketing strategies based on predicted spending

Creating customer segments

You can group customers with similar characteristics into segments:

From the Shopify main menu, click Customers, then Segments, and finally Create segment

Create your segment(s) using:

Template - Choose from Shopify's premade templates organized by helpful topics

Templates

Filter - Build your own segment from scratch using filters, operators, and values, or search for the filter you need

AI - Use Shopify's native AI (Sidekick) to create a segment based on your description

Shopify's AI, 'Sidekick'

🛠️ Top Tips‎Use Shopify's built-in AI Sidekick to quickly create the segmentation you need without learning a new language of operators and valuesFor more details about customer segments, check Shopify's articles:-‎ ‎ ‎ ‎ * components of a customer segment and‎ ‎ ‎ ‎ * filter reference guide, or‎ ‎ ‎ ‎ * contact Shopify support‎ ‎ ‎ Keep your customer segments updated. Regularly review and adjust them to align with your business goals and optimize their use in Upsell.com flows‎ ‎ ‎ Combine conditions for precision. Use the customer segment condition alongside other Flow Builder conditions for highly targeted post-purchase flows

Well, that’s a wrap!

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Updated on: 04/11/2025

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