Customers | Segments

Segments in Orbit allow you to group customers based on shared rules or conditions. This makes it easier to identify specific customer groups, such as VIP customers, high-spending customers, or customers who meet certain order criteria.

Segments can be used to organise customers and support future marketing, reporting, or customer management workflows.

Accessing Segments

To access Segments:

1. From the left-hand menu, go to Customers.

2. Click Segments.

You will be taken to the Segments page, where you can view all existing customer segments.

Segments list

The Segments page shows a list of your existing segments.

Each segment displays:

• Name — the name of the segment

• Description — a short explanation of what the segment is for

• Status — whether the segment is active

• Members — the number of customers currently included in the segment

• Last Updated — when the segment was last changed

You can also use the search bar to find a specific segment.

Creating a new segment

To create a new segment:

1. Go to Customers > Segments.

2. Click Create segment.

3. Enter a Segment name.

4. Add a Description.

5. Choose whether the segment should be Active.

6. Active segments are available for use in marketing campaigns and other features.

7. Add conditions, if required.

8. Click Create segment.

Segment details

When creating or editing a segment, the Segment details section contains the basic information for the segment.

This includes:

• Segment name

• Description

• Active status

The description is optional, but it is recommended because it helps you and your team understand what the segment is used for.

Segment conditions

Conditions define which customers should be included in the segment.

For example, a segment could include customers where:

Order total is greater than 50

This would allow you to create a VIP or high-value customer segment based on order value.

You can choose how conditions should be matched:

• Match all conditions — customers must meet every condition to be included.

• Match any condition — customers only need to meet one of the conditions to be included.

Adding a condition group

To add conditions to a segment:

Open the segment.

1. Go to the Conditions section.

2. Click Add condition group.

3. Choose whether customers should match all conditions or any condition.

4. Click Add condition.

5. Select the condition type and enter the required value.

6. Save or create the segment.

If no conditions are defined, customers can still be manually added to the segment.

Viewing a segment

To view a segment:

1. Go to Customers > Segments.

2. Click the segment name.

This gives you a full overview of how the segment is configured and which customers are included.

Executing a segment query

If a segment uses conditions, you can use Execute query to run the segment rules and update the customers included in the segment.

This is useful when you have changed the conditions or when customer/order data has changed and you want to refresh the segment membership.

To execute a query:

1. Open the segment.

2. Go to the Conditions section.

3. Click Execute query.

Orbit will check which customers match the configured conditions.

Segment members

The Members section shows the customers currently included in the segment.

You can click a customer name to open their customer record.

Manually adding members

You can manually add customers to a segment by clicking Add member in the Members section.

This is useful when you want to include specific customers in a segment even if they do not currently match an automatic condition.

Removing members from a segment

To remove a customer from a segment:

1. Open the segment.

2. Scroll to the Members section.

3. Find the customer you want to remove.

4. Click the delete icon next to the customer.

This removes the customer from the segment membership list.

Editing a segment

To edit a segment:

1. Open the segment.

2. Click Edit in the top-right corner.

3. Update the segment details or conditions.

4. Save your changes.

You can edit the name, description, status, and conditions of the segment.

Deleting a segment

To delete a segment:

1. Open the segment.

2. Click the three-dot menu in the top-right corner.

3. Select Delete segment.

Use this carefully, as deleting a segment removes the segment from Orbit.

Active and inactive segments

Segments can be marked as active or inactive.

An active segment is available for use in marketing campaigns and other features.

An inactive segment remains saved in Orbit but may not be available for active use across the platform.

Why segments are important

Customer segments help you manage your customers more effectively by grouping them based on behaviour or value.

Using segments can help you:

• Quickly identify important customer groups

• Create targeted customer lists

• Support marketing campaigns

• Track high-value customers

• Organise customers without manually reviewing each account

• Combine automatic rules with manually added members

If you have any questions, please contact us at support@orbitcommerce.net