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Creating a segment

Segments turn subscription, lifecycle, CRM/CDP and application data into customer contexts you can act on and measure. Use them to target different flows, questions and interventions, then compare how each group responds.

A segment can include criteria such as MRR, billing interval, subscription duration, plan, CRM or CDP data and custom properties from your application or service.

To create a segment, click Segments in the left navigation and then the Create a segment button. Segments can also be created when adding or editing offer rules.

Creating a segment

Basic details​

Enter a name for your new segment.

Tags​

Use tags to categorize your segments. Find relevent segments faster with the tag dropdown on the Segments page.

Conditions​

Segments are made up of a set of conditions that define which customers belong to the segment. When creating a segment you'll create one or more conditions made up of a property, an operator and a value, for example: Subsciber - MMR > $100.

Available properties​

These are the default properties available when a subscription platform is connected. Check out custom properties for more targeting options.

Subscriber​

  • MRR — The subscriber's total monthly recurring revenue
  • LTV — The subscriber's total lifetime value
  • Status — The subscriber's status (Active, Canceled, Saved or Reactivated)
  • Active offer ID — The ID of the offer last accepted by the subscriber
  • Active coupon ID — The subscription platform ID of the coupon applied to the subscriber
  • Days since saved — The number of days since the subscriber was saved
  • Session date — The date of the subscriber's most recent flow session that reached a terminal state (canceled, saved, deflected, or incomplete)
  • Session start date — The date the subscriber most recently started a flow session, including sessions they did not complete. This property reflects in-progress sessions from prior visits, making it useful for suppressing a step for subscribers who recently entered the flow even if they did not finish it.

Subscription​

  • MRR — The subscription's monthly recurring revenue
  • LTV — The lifetime value of the subscription
  • Is free trial — Whether or not the subscription is on a free trial
  • Status — The subscription's status (Trialing, Active or Canceled)
  • Duration (days) — The number of days since the subscription was created
  • Will renew — Whether or not the subscription will automatically renew at the end of the current billing period
  • Next billing date — The subscription's next billing date
  • Is past due — Whether or not the subscription is currently past due
  • Active coupon ID — The subscription platform ID of the coupon applied to the subscription
  • Discount percentage — The discount percentage of the subscription's active coupon
  • Discount fixed amount — The fixed monetary discount amount of the subscription's active coupon
  • Session date — The date of the most recent flow session for this subscription that reached a terminal state (canceled, saved, deflected, or incomplete)
  • Session start date — The date the subscriber most recently started a flow session for this subscription, including sessions they did not complete.

Product​

  • ID — The subscription platform product ID
  • Name — The name of the subscription's product

Plan​

  • ID — The subscription platform plan ID
  • Interval — The billing interval for the plan (Day, Week, Month or Year)
  • Interval count — The number of units per billing interval, for example "2" for a plan that bills every two weeks
  • Quantity — The subscription's plan quantity
  • Name — The name of the subscription's plan

Add-on​

  • ID — The subscription platform add-on ID
  • Name — The name of the add-on

Custom properties​

Aside from the default available properties, segments can also use any of your custom properties. Learn how to create custom properties in the next section.

Editing a segment​

To edit a segment, click the pencil icon at the top of the segment page.

Edit a segment

Editing a segment's conditions may affect your live cancellation flow, so make sure to test your changes in test mode before updating segments that are part of your flow routing rules, offer rules or step conditions. ProsperStack will warn you when editing a segment that's currently in use by a cancellation flow.

Editing a segment