Segments Recommended for Your Store
Segments Recommended for Your Store are customer segments picked from your own sales, such as customers who bought once and are likely to order again soon. You add one in a click, and it then works like any other segment.
How It Works
By the Numbers looks at your customers and orders, then compares them with similar stores. It suggests up to 6 segments at a time. Each one is set to your store’s own order timing, not a fixed cutoff.
The first suggestions appear after your store finishes its first data import. Open them from Recommended for Your Store on Customer Segments.
Each suggestion shows:
- the segment’s name and how many customers are in it
- one sentence on why it fits your store
- a Why section with the numbers behind it
- how your store compares with similar stores
The line Tuned for shows the industry the suggestions were based on. Click Change to update your store’s category.
Steps
- Open Customer Segments.
- Click Recommended for Your Store.
- To see who is in a suggestion, click Preview Customers.
- To keep it, click Add Segment. You can change the name first.
The segment appears on the Your Segments tab with a Copilot AI label. You can open its page, use it as a report filter, sync it to your marketing tools and export it.
To add a suggestion and sync it in one step, use Send instead of Add Segment.
If you edit the rules of an added segment, its label changes to Custom. Renaming it keeps the Copilot AI label.
Sending a Suggestion
Send sits beside Add Segment on each card. It adds the suggestion as a segment under its own name. Then it syncs the segment to a platform with auto-sync on.
You need the Manage integrations permission, and your store needs access to Integrations.
- One platform connected: the button reads Send to Klaviyo, or the name of the platform you connected.
- Several platforms connected: the button reads Send. Pick a platform from Where to Send It.
- No platform connected: Send opens a menu of platforms, such as Connect Klaviyo. Pick one to add the segment and start connecting that platform. Once it’s connected, the segment syncs there. For an ad platform, you choose the ad account first.
If the name is taken, a window asks for another, and the send goes on once you add it. An ad platform with exactly one ad account syncs to it at once. With several ad accounts, or a Meta ad account whose Custom Audience terms aren’t accepted, the sync window opens so you can choose an account or accept the terms.
How to Sync a Segment covers what happens after the send.
Dismissing and Restoring
To remove a suggestion, click Dismiss and pick a reason: Not relevant, I already have one or The numbers look wrong. A dismissed suggestion isn’t suggested again for 6 months.
Click Undo in the message that appears to bring it back. Later, open Dismissed at the bottom of the drawer and restore it from there.
What to Know
- Add Segment and Send are off when your store is at its limit of custom segments, and the drawer says so. Delete a segment you no longer use to make room.
- A suggestion expires after 60 days, sooner when it is tied to a season.
- To ask for new suggestions, click Suggest Segments. This works once every 24 hours, and the new ones show up in a few minutes.
- Suggestions use totals about your store and similar stores. Customer names, emails and addresses are never part of them.