Create A Segment Based On The Total Revenue Recorded For Contacts

About this task

The Total Revenue criterion allows you to create segments based on the total revenue recorded for contacts.

Revenue can be tracked in the application using the Orders Service or via the API. For more information on using the Orders Service, see Configure Order Settings. For information on tracking revenue in the API, see the addOrUpdateOrders documentation.

Note: Segments do not collect tracking or order conversion data from test deliveries.

To create a segment based on the total revenue recorded for contacts:

Procedure

  1. Go to Contacts > Segments.
  2. To
    • Create a new segment, click Create New Segment.
    • Edit an existing segment, click the pencil icon Edit Segment in the row associated with the segment you want to edit.
  3. Click Add Rule.
    If you want to add this criterion to an existing rule, skip this step.
  4. Click Commerce.
  5. Click Total Revenue.
  6. In the first pull-down menu, select one of the following:
    • Equals
    • Is Not Equal To
    • Is Less Than
    • Is Less Than Or Equal To
    • Is Greater Than
    • Is Greater Than Or Equal To
  7. Enter a numerical value in the text box.
    Tip: Click Add to add multiple numerical values.
  8. Click Add Criteria if you want to add another criteria.

What to do next

To view the revenue recorded for a contact, go to Contacts > Search, search for your contacts, then click on the email address of a contact. You will be taken to the Contact Details page for that contact. In the RFM Metrics section, you can view the total revenue recorded for the contact. For more information on viewing revenue data for an individual contact, see Contact Details RFM Metrics.