eCommerce & Customer Segmentation

You have questions. With Metorik’s segmenting tools you’ll have answers.

Segment your store's data by any combination of attributes, and get instant answers to questions you thought previously unanswerable.

  • Instant Results — Get answers in seconds, not minutes
  • 500+ Filters — Segment by any attribute, including custom fields
  • More than Customers — Segment Orders, Subscriptions, Products, and more
⭐⭐⭐⭐⭐ Rated 4.9/5
and loved by thousands of store owners
An isometric abstract illustration of customer orders being segmented in Metorik. A yellow flashlight beam shines low across the order cards revealing the shape of a funnel.

Join thousands of stores saving countless hours:

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⭐⭐⭐⭐⭐

Metorik is the analytics dashboard we use daily (hourly sometimes) to segment our data in ways which is not possible despite having Shopify Plus.

A screenshot of Metorik's segmenting tools.

eCommerce Data Segmenting Create laser-focused customer groups with 500+ filters

More than just purchase amount or location, Metorik's powerful segmentation tools let you quickly create hyper-specific groups of orders, customers, or subscriptions based on almost any combination of attributes you can think of.

Precise Logic Controls

Combine filters into groups and apply advanced logic to target exactly the data you want, and exclude everything you don't need.

Unlimited Combinations

Choose from over 500 order, customer, product, variation, category, subscription, coupon, or carts filters. Combine them in almost infinite ways to answer your most specific questions.

Custom Business Data

Automatically sync your custom fields (Woo) and unique business attributes, enabling you to create segments based on the data that matters most to your specific business model.

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⭐⭐⭐⭐⭐

Metorik is the missing tool WooCommerce has always needed. eCommerce without advanced reporting is like a car without gas. Metorik's intuitive UX and powerful data segmentation is a game changer for eCommerce.

— Kenn Kelly

CEO, Never Settle 🇺🇸

A screenshot of Metorik's eCommerce data segmenting showing the ability to segment multiple data types in one segment.

Connect your data across boundaries

Real business questions don't respect data silos. Metorik's segmenting tools let you combine different types of data to answer complex questions, for example;

  • Fulfilment — Segment yesterday’s Orders of a particular Product with 2-Day Shipping, paid with Google Pay, but that are missing a delivery date
  • Sales — Find all Orders from a particular Sales Rep from Customers in Texas where the Product needs a heavy duty delivery service.
  • Operations — Show all Refunded Orders placed in June containing Subscription products from a list of brands/vendors.
A screenshot showing some of the customer segmenting filters available in Metorik, and the matching order table in an isometric skew in the background.

Answers in seconds. See results as you build your segments.

No more waiting minutes for segments to compile, only to realize it's not quite what you wanted, then adding another filter and waiting even longer.

Metorik's segmenting system provides results in seconds, giving you real-time feedback as you build your segments. You'll know immediately if your filters are capturing the right data.

Experience real-time segmenting that feels more like a conversation than a database query.

Segmentation is just the beginning

It’s nice to see your total orders or total sales, but it’s not particularly insightful…

Being able to create rule-based groups of your data is one of Metorik’s superpowers, and it will be yours too, because once you’ve created these Saved Segments you can leverage them everywhere in Metorik to bring targeted insights and share valuable information with your whole team.

Segment, and
Send Automatic Reports

Automatically share relevant information with your team. Send weekly reports to individual reps showing only their customers' orders and revenue, or pop a daily revenue report into your #sales channel in Slack.

Learn more about Digests

Segment, and
See a Custom Dashboard

Create personalized dashboards showing the metrics and lists that matter to each team member. From executives tracking growth trends to support teams monitoring customer health.

There’s no per-user charge in Metorik so everyone in your team can access the data they need.

Segment, and
Export Data to CSV

Automatically share relevant information with your team. Send weekly reports to individual reps showing only their customers' orders and revenue, or pop a daily revenue report into your #sales channel in Slack.

Learn more about Exporting
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⭐⭐⭐⭐⭐

…we used Metorik to create several new customer segments and send targeted email promotions.

It paid for itself several times over in the first week.

— Robby McCullough

Co-Founder, Beaver Builder 🇺🇸

eCommerce Data Segmentation FAQs

Can't find what you're looking for below? Read our Help Docs

What is eCommerce Segmentation?

eCommerce Segmentation divides your customer base into distinct groups based on shared characteristics like purchase behavior, demographics, or engagement levels. Instead of treating all customers the same, you create targeted groups such as VIP customers, first-time buyers, or seasonal shoppers.

Key benefits include:

  1. Personalized marketing campaigns with higher conversion rates
  2. Improved customer retention through targeted messaging
  3. Increased revenue per customer via relevant product recommendations
  4. Better resource allocation by focusing on high-value segments

Modern tools like Metorik provide over 500 filters to create precise customer segments in real-time, eliminating the need for manual spreadsheet analysis.

How does customer segmentation work for Shopify stores?

Shopify customer segmentation analyzes your Shopify store’s data to create targeted groups based on purchase behavior, location, product preferences, and purchasing patterns. While Shopify offers basic segmentation, advanced targeting requires specialized tools.

Common Shopify segments include:

  • High-value customers vs. bargain hunters
  • Repeat buyers vs. one-time purchasers
  • Geographic regions or shipping preferences
  • Product category preferences and brand loyalty

Tools like Metorik integrate directly with Shopify to provide advanced segmentation capabilities, including custom field filtering and cross-resource analysis (filtering customers by specific order attributes).

How can I segment WooCommerce customers beyond basics?

WooCommerce customer segmentation should focus on behavioral data rather than just demographics. Advanced segmentation uses purchase patterns, engagement levels, and custom business data to create actionable customer groups.

Effective behavioral segments:

  • Purchase patterns: Frequency, seasonality, average order values
  • Engagement levels: Email responses, website activity, promotion uptake
  • Lifecycle stages: New, active, at-risk, or churned customers
  • Product preferences: Category loyalty, price sensitivity, brand affinity

Metorik automatically syncs WooCommerce custom fields, enabling segments based on your data from other plugins, or custom fields you’ve set up to capture the important information for your business.

What are the most effective customer segmentation strategies?

The most effective eCommerce segmentation strategies surface naturally aligned customer groups that can be leveraged for smarter targeting and personalization.

Top segmentation approaches:

  • RFM Analysis: Recency, Frequency, Monetary value to identify VIP and at-risk customers
  • Lifecycle Segmentation: New, active, at-risk, win-back stages for appropriate messaging
  • Behavioral Segmentation: Product preferences, browsing patterns, engagement levels
  • Value-Based Segmentation: Customer lifetime value and profit contribution

Success requires real-time updates and multi-layered approaches. Platforms like Metorik enable combining these strategies simultaneously for precise, automatically updated customer groups.

How do you segment customers based on order history?

Purchase behavior segmentation analyzes transaction patterns to create meaningful customer groups based on how, when, and what customers buy—often more actionable than demographic data.

Key purchase behavior segments:

  • Frequency-based: One-time buyers vs. repeat customers, purchase cycles
  • Value-based: High/low average order value, consistent vs. fluctuating spenders
  • Product behavior: Single-category vs. cross-category buyers, brand loyalists
  • Timing-based: Seasonal shoppers, sale-driven customers, dormant accounts

Advanced tools like Metorik enable complex segments such as "customers with 3+ orders in 6 months with AOV >$100" through intuitive filtering and real-time results.

What tools are needed for advanced ecommerce customer segmentation?

Advanced ecommerce customer segmentation requires tools with robust data integration, flexible filtering, and automation capabilities to handle complex analysis without technical expertise.

Essential tool capabilities:

  • Data Integration: Direct platform connections (Shopify, WooCommerce), custom field support
  • Advanced Filtering: Multiple filter combinations, cross-resource analysis, real-time updates
  • Automation: Saved segments, automated reporting, export capabilities
  • User Experience: Intuitive interface, instant results, team collaboration

Specialized platforms like Metorik offer 1,000+ filters across all store data with millisecond query responses, designed specifically for ecommerce complexity beyond basic spreadsheet or platform-native capabilities.

How do you create automated reports from customer segments?

Automated segment reporting transforms one-time insights into ongoing business intelligence by setting up recurring reports that automatically update based on saved customer segments.

Process for automated reporting:

  • Create and save segments: For key business questions (VIP customers, at-risk accounts)
  • Define report parameters: Including metrics, frequency, and recipients
  • Customize by audience: Executive dashboards, sales territory reports, marketing campaign analysis
  • Set up delivery automation: Email reports, data exports, and threshold alerts

Tools like Metorik streamline this by automatically generating reports from saved segments, such as "weekly sales by customer tier" or "monthly retention by acquisition source", saving hours of manual work while ensuring consistent insights.

What's the ROI of having advanced customer segmentation in eCommerce?

Advanced customer segmentation typically delivers 300-500% ROI within the first year through improved marketing effectiveness, operational efficiency, and strategic insights.

Direct impact areas:

  • Revenue increases: 15-30% higher conversion rates, 10-25% increased AOV through targeted messaging
  • Cost savings: Improved ad spend efficiency, 5-10 hours/week saved on manual analysis
  • Retention improvement: 20-40% churn reduction via targeted retention campaigns

Many businesses see immediate returns—one Metorik customer reported the tool "paid for itself several times over in the first week" through targeted email campaigns, while another saved "8-10 hours of labor per month" on sales reporting automation.

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Still have questions?

Can’t find the answer you’re looking for? Chat to our friendly team.

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