Customer segments
You can also use Wildmetrics without integrating a payment provider like Stripe.
If you want to start using Wildmetrics but you are using a different payment provider than Stripe, then you can still use WMX by defining a customer segment.
This means that you only integrate ActiveCampaign with Wildmetrics and you are ready to play with your AC data inside of WMX.
There are two things to do in order to get started:
- Define a customer segment
After you have integrated your AC account with WMX, it's time to define a customer segment in WMX.
The customer segment allows you define one or more ActiveCampaign tags that are used to categorise customers in ActiveCampaign. So this means that every time someone purchases one of your products or services it is important to apply a tag to that person. We usually recommend to apply two types of tags:
- STATUS: Customer
- PURCHASE: Product Name
This means that every person that purchases something will receive two tags. Tag "STATUS: Customer" to communicate that this person is a customer now and then also tag "PURCHASE: Product Name" to show what they purchased. You would obviously change the part "Product Name" with the name of your product (example: PURCHASE: Wildmetrics).
If you use a shopping cart like ThriveCart for example, you would give these customer tags inside the shopping cart assuming your shopping cart has an integration with ActiveCampaign. If they don't have an integration, you may want to use Zapier.
Here's how this looks like in ThriveCart:
Applying AC tags in ThriveCarts
Applying AC tags in ThriveCarts
Now that you apply customer tags in AC, it's time to define your customer segment in Wildmetrics.
In order to define a customer segment in WMX, head over to Settings / Integrations in WMX. Make sure that you are only integrated with ActiveCampaign and not Stripe. If you have done that, then you will see a dollar icon ($) inside the ActiveCampaign box.
This dollar ($) icon will only appear if the importation of your ActiveCampaign data is completed and the status says "Ready".
Define your customer segment by clicking the $ icon
Click the dollar ($) icon to open-up the segment builder and define your segment by clicking on (+) button. Search your customer tag or tags like described in this help article.
Defining your customer tag(s)
If for example you apply a tag "STATUS: Customer" to all people that purchase something from you, you would have to search for that tag inside the segment builder & select it by clicking on it. An alternative would be to use the "Contains" condition in case you apply PURCHASE tags (contains "purchase").
Once you have defined all your tags, click "Save" and your customer segment will be saved. You can now head over to your dashboard and refresh your browser page. You should now see customers inside the customer box if you already have some customers.
If you head over to your email reports, you should also see customers in the customer column. If you don't see any yet, increase the time period to "All".
Last modified 1yr ago