How to Create Customer Segments in Your Database

Segmentation allows you to divide your customer database into groups based on common characteristics. In Yezza, the purpose of customer segmentation is to have a more targeted approach to your customers which will yields better results.

For example, suppose your clinic is running a promotion for ultrasound services. You want to target this offer specifically to females aged 25 and older. This is where customer segmentation becomes essential.

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Steps:

1. In Yezza, go to Clinic Management > Patients > Information & Medical Records

2. Click at + symbol

3. Name your segment and choose either Dynamic or Static segment:

• Dynamic Segment: A dynamic segment updates automatically based on predefined criteria
• Static Segment: A static segment is created manually and remains fixed unless updated by someone.

4. Once your segment is created, you may start define the criteria. Click Edit Dynamic Filters:

5. Set the filters and finally you may see your customers that fulfils these criteria.