--- title: "Customer Segments for Email and SMS - SmartyTap | Chargezen" description: "Build email and text segments from orders, subscriptions, loyalty points and tiers, consent, location and site activity, all from one customer record." url: "https://chargezen.com/smartytap/segments" lang: "en" --- Canonical URL: https://chargezen.com/smartytap/segments # 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. [Start SmartyTap](https://admin.chargezen.com/signup?product=smartytap) 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. 1 ### Search for a condition Browse by category or search conditions, events and properties by name. 2. 2 ### Set the rule Choose the comparison and time period, like "in the last 30 days" or "at least once." 3. 3 ### Stack conditions Add as many as you need, from orders, subscriptions, loyalty and more. 4. 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. ### 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. [Start SmartyTap](https://admin.chargezen.com/signup?product=smartytap) [Back to SmartyTap](https://chargezen.com/smartytap) * Email + texts * Migration help * Inbox setup ## Common questions ### What is a customer segment? 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. ### Can I segment by subscription status? 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. ### Can I segment by loyalty points or tier? Yes. Use a customer's points balance, current loyalty tier, the date they reached it and their last loyalty activity. ### Do segments update on their own? Yes. Segments are rules, not fixed lists, so customers move in and out as their orders, subscriptions, points and consent change. ### Does SmartyTap have RFM scores or predicted lifetime value? 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. ### How much does SmartyTap cost? SmartyTap Starter is $20 a month. Pro is $199 a month, or $1,990 a year. ## Explore more SmartyTap features. [ ### Campaigns Send to a segment, A/B test it and track every link.](https://chargezen.com/smartytap/campaigns) [ ### Audience data Preferences, permissions and details in one profile.](https://chargezen.com/smartytap/audience-data) [ ### Abandoned cart Follow up with shoppers who left checkout.](https://chargezen.com/smartytap/abandoned-cart) [ ### Subscriptions The subscription data your segments can use.](https://chargezen.com/subscriptions) [ ### Rewards The points and tiers your segments can use.](https://chargezen.com/rewards) [ ### Glossary: tiered rewards How loyalty tiers work and why they keep customers coming back.](https://chargezen.com/glossary/tiered-rewards)