1Mint Club
Blog/Customer Management
Customer Management

How to Create Customer Segments

1Mint Club TeamMarch 1, 20267 min read

Sending the same message to every customer is like throwing darts blindfolded — you might hit something, but you're wasting most of your effort. Customer segments let you divide your audience into meaningful groups so you can send the right message to the right people at the right time.

1Mint Club supports two types of segments: manual segments where you hand-pick customers, and rule-based segments that automatically group customers based on conditions you define. Both are powerful, and this guide will show you how to use each one.

Before You Start

  • An active 1Mint Club partner account
  • Customers already added to your database
  • A clear idea of how you want to group your customers

Access the Segments Feature

1

Navigate to Customer Segments

From your dashboard, click "Customers" in the sidebar, then switch to the "Segments" tab. This is where all your customer segments live — you can create, view, edit, and manage them from this single interface.

2

Click "Create Segment"

Hit the "Create Segment" button to start building a new segment. You'll be presented with options for naming your segment, adding a description, and choosing the segment type.

Create a Manual Segment

3

Choose "Manual" as the segment type

Select "Manual" when you want full control over who's in the segment. This is ideal for VIP lists, event attendees, or any group where membership is based on your personal knowledge rather than data rules.

4

Name and describe your segment

Give your segment a clear, descriptive name like "VIP Customers Q1 2026" or "Holiday Event Attendees." Add a description to help your team understand the purpose of this segment. Good documentation pays off when you have dozens of segments later.

5

Add customers individually

Search for and select the customers you want to include. You can add as many as you need. Each customer you add becomes a "member" of this segment. When you use this segment in a campaign later, only these specific customers will receive your message.

Pro Tip

Manual segments are perfect for high-touch situations like personal invitations or exclusive offers. They work best for smaller, curated groups where every member matters.

Create a Rule-Based Segment

6

Choose "Rule-based" as the segment type

Select "Rule-based" when you want the segment to automatically include customers who match certain conditions. This is 1Mint Club's most powerful segmentation tool — it lets you create dynamic groups that update as your customer data changes.

7

Build your rules with the Rule Builder

The Rule Builder interface lets you define conditions using three components: a field (like "visit_count," "email," "birthday," or any custom field), an operator (like "equals," "greater_than," "contains," "before," "after," etc.), and a value. For example: "visit_count greater_than 5" would match customers who've visited more than five times.

8

Combine rules with AND/OR logic

You can add multiple rules and combine them using AND (all conditions must be true) or OR (any condition can be true) combinators. For example: "visit_count greater_than 5 AND last_visit_date after 2026-01-01" targets frequent, recent customers. OR logic is useful for broader segments: "city equals New York OR city equals Los Angeles."

Pro Tip

Start simple with one or two rules, then refine. You can always add more conditions later. Overly complex rules can result in very small segments that are hard to work with.

9

Process rules and review matches

Click "Process Rules" to see which customers match your conditions. The system evaluates every customer against your rules and shows you the resulting member count. Review the list to make sure the segment looks right before saving.

Available Operators Reference

10

Text operators

For text fields (name, email, city, etc.), you can use: "equals," "not_equals," "contains," "not_contains," "starts_with," "ends_with," "is_empty," and "is_not_empty." These cover virtually every text-matching scenario you'll encounter.

11

Number and date operators

For numeric fields (visit count, purchase amount) use: "equals," "not_equals," "greater_than," and "less_than." For date fields (birthday, anniversary, last visit) use: "before," "after," "equals," and the empty/not-empty checks. Dates let you create time-sensitive segments like "customers with birthdays this month."

Pro Tip

Rule-based segments with date conditions are incredibly powerful for automated birthday and anniversary campaigns. Create a segment like "birthday after [start of month] AND birthday before [end of month]" and pair it with a monthly birthday campaign.

Wrapping Up

You've mastered customer segmentation on 1Mint Club. Whether you're hand-picking VIPs or building smart rule-based groups, you now have the tools to target your communication precisely. The next natural step is putting those segments to work — read our guide on "How to Create and Send Campaigns" to start reaching your customers with targeted messages.