Reach customers by what they buy, subscribe to and earn.
Build email and text segments from orders, subscriptions, loyalty points and tiers, consent, location and site activity, all from one customer record.
- from Shopify, Stripe, Square and more
- Orders
- from Shopify, Stripe, Square and more
- status, interval and next billing date
- Subscriptions
- status, interval and next billing date
- points, tier and last activity
- Loyalty
- points, tier and last activity
In short
What is a customer segment?
A customer segment is a group of contacts who match conditions you set, like "placed two or more orders" or "subscription is paused." In SmartyTap, segments can use subscription and loyalty data next to orders and consent, because all of it lives in Chargezen on the same customer record.
The problem
Your email tool knows who opened. Your subscription app knows who paused. Your loyalty app knows who's close to the next tier. None of them talk to each other, so your best message goes to the wrong people. SmartyTap puts all three in one place, so a segment can ask all three questions at once.
Everything you need to sell more.
Orders and spend
Number of orders, amount spent, last order date, discount codes used and products bought, from Shopify, Stripe, Square, Squarespace, Recharge or Chargezen.
Subscriptions
Status (active, paused, cancelled, expired or failed), billing and delivery interval, next billing date and number of subscription orders.
Loyalty
Points balance, current tier, when they reached it and their last loyalty activity.
Consent and preferences
Email and text consent, the preferences customers chose and your own custom fields.
Email and text activity
Campaign emails delivered, opened, clicked or bounced, texts sent and received, and text link clicks.
Profile, place and site activity
Postal code, time zone, language and birthday, lists they're on, and what they did on your site.
How it works.
- 1
Search for a condition
Browse by category or search conditions, events and properties by name.
- 2
Set the rule
Choose the comparison and time period, like "in the last 30 days" or "at least once."
- 3
Stack conditions
Add as many as you need, from orders, subscriptions, loyalty and more.
- 4
Send to it
Include or exclude the segment in any campaign, and it stays up to date as customers change.
Segments only a revenue platform can build.
A few groups you can make when subscriptions, loyalty and messaging share one record.
Billing in three days
Active subscribers whose next billing date is coming up, for a "swap or skip" reminder.
Paused, but loyal
Paused subscribers with a high points balance, for a win-back offer that uses their points.
New to Gold
Customers who reached a loyalty tier in the last week, for a thank-you with their new perks.
Lapsed regulars
Three or more orders, but none in the last 90 days, for a come-back message.
Texts welcome
Customers who agreed to texts and clicked a text link recently, for your next drop.
Monthly vs. yearly
Subscribers by billing interval, so annual customers don't get monthly offers.
Conditions you can use.
Grouped the way you'll find them in SmartyTap.
| Category | Conditions |
|---|---|
| Orders and revenue | Number of orders, amount spent, last order placed, discount codes, orders containing a product variant, order source |
| Subscription details | Status, billing interval, delivery interval, next billing date, number of subscriptions and active subscriptions, number of subscription orders, subscription source (Chargezen, Shopify, Recharge, Stripe) |
| Loyalty | Points balance, current tier, date the tier was reached, last loyalty activity |
| Consent and preferences | Email and text consent, customer preferences, custom fields |
| Email and SMS | Campaign emails delivered, opened, clicked and bounced; texts sent and received; text link clicks |
| Customer profile and location | Postal code and address, time zone, language, birthday, customer since |
| Website and lists | Recorded activity on your site, list membership |
Orders and revenue
- Conditions
- Number of orders, amount spent, last order placed, discount codes, orders containing a product variant, order source
Subscription details
- Conditions
- Status, billing interval, delivery interval, next billing date, number of subscriptions and active subscriptions, number of subscription orders, subscription source (Chargezen, Shopify, Recharge, Stripe)
Loyalty
- Conditions
- Points balance, current tier, date the tier was reached, last loyalty activity
Consent and preferences
- Conditions
- Email and text consent, customer preferences, custom fields
Email and SMS
- Conditions
- Campaign emails delivered, opened, clicked and bounced; texts sent and received; text link clicks
Customer profile and location
- Conditions
- Postal code and address, time zone, language, birthday, customer since
Website and lists
- Conditions
- Recorded activity on your site, list membership
AI help
Campaign Agent
Suggests who to send each campaign to, based on what your customers buy and do.
The right group, without building it from scratch.
What you get.
Messages that fit
Subscribers, loyal regulars and first-time buyers each get the message meant for them.
One less export
No copying subscription or loyalty lists into your email tool. The data is already there.
Consent built in
Consent is a condition like any other, so you only reach people who agreed.
Turn more first-time buyers into regulars.
Email, texts, forms, automations, customer data and AI, working together in one app.
- Email + texts
- Migration help
- Inbox setup
Common questions
A group of contacts who match conditions you set, like "placed two or more orders" or "subscription is paused." In SmartyTap, segments can combine subscription and loyalty data with orders and consent, because all of it lives on the same customer record.
Yes. Use status (active, paused, cancelled, expired or failed), billing or delivery interval, next billing date, number of subscriptions and number of subscription orders. Subscriptions from Chargezen, Shopify, Recharge and Stripe can all be used.
Yes. Use a customer's points balance, current loyalty tier, the date they reached it and their last loyalty activity.
Yes. Segments are rules, not fixed lists, so customers move in and out as their orders, subscriptions, points and consent change.
No. SmartyTap doesn't score customers with RFM or predict lifetime value. You can build similar groups from number of orders, amount spent and last order date.
SmartyTap Starter is $20 a month. Pro is $199 a month, or $1,990 a year.
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