Your page automatically sorts every customer into a segment based on their buying behavior. Segments are how you spot your most loyal customers and the ones who might be slipping away.
The five segments
- New — joined recently and may have placed their first order
- Active — bought from you recently
- VIP — your top spenders and most loyal customers
- At risk — used to buy and have gone quiet
- Inactive — no recent activity for a long time
Where to find them
- 1
Open Customers from your sidebar
Click Orders, then Customers in the left sidebar. The dashboard opens with headline stats — total customers, new customers, retention rate, and average customer value — plus a few more metrics, a Top customers list, and insights about your top spenders and at-risk shoppers.
- 2
Open the full directory
Use the "View all customers" button at the bottom of the Top customers card to open the directory. You will see segment tabs across the top — All, New, VIP, Active, At risk, and Inactive — each showing the count for that group. Click a tab to see only that segment. There is also a Segment dropdown and a Sort menu in the search area to refine further.
- 3
Export the list
Click Export in the top right to open the Export customers page. Set an optional "Created from" and "Created to" date range, tick "Include inactive customers" if you want them, then click Generate export. Your CSV is prepared in the background and appears under Recent jobs with a download link once it is ready.
Focus on At risk first
A customer who has bought before and gone quiet is often easier to win back than a brand new one to win for the first time. Reach out with a kind message or a small thank-you.
Frequently asked questions
Do segments update automatically?
Yes. As customers buy or stay quiet, they move between segments on their own. You do not have to update anything by hand.
Can I create my own segment with custom rules?
Not today. The built-in segments cover the most common groupings most stores need. If you have a more specific use case, export your customers and filter in a spreadsheet.
Can I bring in a list of customers from another tool?
Yes — use the Import customers button on the directory page. There is a separate guide on importing from a CSV.