How to Use AI Segmentation

The AI Segmentation feature allows you to create and manage dynamic customer segments based on behavioral data. These segments automatically sync with your email service provider, enabling targeted marketing campaigns without complex rule management.

Basic Setup - Install Raleon and Connect your ESP

It's just two steps to get started with our AI segmentation.

1. Install the Raleon app in Shopify and make sure Raleon is enabled (You've probably already done this, which is why you're reading this).
2. Use our Email Service Provider integrations to connect Raleon to your ESP.
   1. Klaviyo
   2. Sendlane*(coming soon)*

That's it! Once those 2 items are complete, within about 12 hours you will see your ~8 automated segments built for you within Raleon and synced to your ESP.

Accessing AI Segmentation in Raleon

1. Navigate to the Promotions tab in the left-hand navigation
2. Click "AI Segmentation"
3. Select "Segment Overview"

Understanding the Segment Overview

The Segment Overview page displays:

• Automated segments created by Raleon
• Custom segments you've created
• Key metrics for each segment:
  • Number of customers
  • Average customer lifetime value in the segment
  • Trailing 90-day revenue of customers in each segment.

Viewing Segment Details

To view detailed information about any segment:

1. Click on the segment name from the overview page
2. The detail view shows:
   • Last sync time with your email service provider
   • Segment definition (The Signals used to create the segment)
   • Summary metrics:
     • Total customers
     • Lifetime spend
     • Average order value
     • Average lifetime value
   • Customer list with individual metrics

Creating New Segments

To create a new segment:

1. Click the "Create Segment" button in the top right corner
2. Enter a segment name
3. Add a description (recommended)
4. Use the drag-and-drop interface to build your segment:
   • Drag signals from the left panel
   • Drop them into either "Include" or "Exclude" boxes
   • Example: Include "discount purchasers" but exclude "frequent returners"
5. Click "Save" to create your segment

AI Segments can be based on a single Signal or a combination of many. Whenever you change the combination of Signals in a Segment, Raleon will automatically update the count of customers in the segment for you and display key metrics on the Segment creation page. You can use this to guide yourself as you create a focused, but still adequate segment for your campaign.

Using Segments with Email Service Providers

Segments automatically sync with your connected email service provider:

• Syncs occur nightly
• No manual rule creation required
• Segments appear as tags in your email service provider
• Use segments in:
  • Marketing campaigns
  • Automated drips
  • Triggered messages
  • Customer journey flows

Next Steps

Once the above is done, you can then jump into:

• Sending your first campaign with a Raleon segment
• Adding Raleon segments to your flows
• Creating your first custom AI segment
• Reviewing your customer insights