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What Segments are recommended for getting started?

Jason Wiese avatar
Written by Jason Wiese
Updated over a month ago

Segments are customizable contact lists that help you deliver targeted messaging and gain deeper reporting insights. Below are the segments we recommend creating. The table includes:

  • Title: A suggested name to easily identify the segment in your list

  • Description: An overview of what the segment is used for

  • Conditions and Filters: The logic used to define who’s included in the segment

If you are not familiar with creating segments, read the following:


New Lead Segments

Title and Description

Conditions and Filters

New Profile: Created an account in Mariana Tek

  • New Profile in Mariana Tek

    • When Was The Profile Created? > Relative to today > Within the last > 1 day/7 days/30 days

Intro Offer Purchased: Purchased an Intro Offer in Mariana Tek within the last X days

  • Made a Purchase

    • When Was The Purchase Made? > Relative to Today > within the last > X days

    • Which Purchase(s)? > a specific purchase type

    • Which Type of Purchase? > specific purchases > any of the following purchases > select Intro Offers

Intro Offer Purchase, No Booking: Purchased an Intro Offer, but has not made a reservation

  • Made a Purchase

    • When Was The Purchase Made? > Relative to Today > at least > 14 days or however long the intro period is

    • Which Purchase(s)? > a specific purchase type

    • Which Type of Purchase? > specific purchases > any of the following purchases > select Credit Package Intro Offers

  • Number of Visits

    • How Many Visits? > exactly > 0

    • When Did These Visits Occur? > Static time frame > All time

  • Future Reservation

    • Customers Who Have/ Do Not Have? > Does not have

    • When Are You Looking For? > Relative to Today > within the next > 14 Days

Intro Offer Expired, No follow-up purchase: Customer has an expired Membership Intro Offer but did not purchase a follow-up membership or credit

  • Has a Membership

    • Which Memberships? > Specific membership(s)

    • Which Membership Types? > select membership(s) > add any Membership Intro Offers

    • Which Membership Status(es)? > any of the following membership status> done

    • When Did They Start Their Membership? > static time frame > all time

  • Made a purchase

    • Customers Who Purchased/Did Not Purchase? > has not purchased

    • When Was The Purchase Made? > static timeframe > all time

    • Which Purchase(s)? > a specific purchase type

    • Which type of Purchase? > specific purchase category > any except the following > same membership selected in the Has a Membership condition

Purchased Intro Offer, No follow-up purchase

  • Made a Purchase

    • When Was The Purchase Made? > Relative to Today > at least > 14 days or however long the intro period is

    • Which Purchase(s)? > a specific purchase type

    • Which Type of Purchase? > specific purchases > any of the following purchases > select Credit Package Intro Offers

  • Has an Active Credit Package

    • Customers Who Have/Do Not Have? > Does not have

    • How Many Visits Remaining? > at least > 1

    • Which Credit Packages? > all credit packages

  • Has a Membership

    • Customers Who Have/Do Not Have? > Does not have

    • Which Memberships? > All active memberships

Lost Leads: New account in Mariana Tek, but has not purchased a membership or credit package

  • New Profile in Mariana Tek

    • When Was The Profile Created? > Relative to today > Within the last > 14-30 days

  • Made a purchase

    • Customers Who Purchased/Did Not Purchase? > has not purchased

    • When Was The Purchase Made? > Relative to Today > within the last > 14 days

    • Which Purchase(s)? > a specific purchase type

    • Which Purchase Category? > specific purchase category > any of the following purchases > Memberships and Credits

First Class Booked in the next 48 hours

  • Future Reservation

    • When Are You Looking For? > relative to today > within the next > 2 days

  • Milestone Visits: Will exclude anyone who has ever visited the brand

    • How Many Visits? > Less than > 1

Missed First Class within the last 24 or 48 hours: Had a first reservation but was marked as a no-show

  • Number of Visits

    • How many visits? > exactly > 1

    • When Did These Visits Occur? > within the last > 1 day

    • What Types Of Visits Does This Count? > specific visits

    • Which Visit Status(es)? > any of the following > penalty cancel, grace cancel, penalty no show, grace no show

  • Milestone Visits:

    • How Many Visits? > Less than > 1


Conversion Segments

Title and Description

Conditions and Filters

Intro Offer to Package Purchase: Purchased an Intro Offer and then purchased a Credit Package

  • Number of Visits

    • How Many Visits? > at least > 1

    • When Did These Visits Occur? > within the last > X days for the length of the Intro Offer

    • What Types Of Visits Does This Count? > specific visits

    • Which Payment Option(s)? > only specific payment options > credit types > select the Intro Offer

  • Made a Purchase

    • When Was The Purchase Made? > Relative to today > within the last > X days

    • Which Purchase(s)? > a specific purchase type

    • Which Type of Purchase? > Any except the following > select Intro Offer

    • Which Purchase Category? > any of the following categories > Memberships and Credits

Intro Offer to Membership: Purchased an Intro Offer and then purchased a Membership

Number of Visits

  • How Many Visits? > at least > 1

  • When Did These Visits Occur? > within the last > X days for the length of the Intro Offer

  • What Types Of Visits Does This Count? > specific visits

  • Which Payment Option(s)? > only specific payment options > membership types > select the Intro Offer

  • Made a Purchase

    • When Was The Purchase Made? > Relative to today > within the last > X days

    • Which Purchase(s)? > a specific purchase type

    • Which Type of Purchase? > Any except the following > select Intro Offer

    • Which Purchase Category? > any of the following categories > Memberships and Credits


Member/Converted Segments

Title and Description

Conditions and Filters

Current Members: Customers with an active membership

  • Has a Membership

    • Which Memberships? > All active memberships

Active Non-Members: Customers with 4+ visits in the last 30 days but no membership

  • Number of Visits

    • How Many Visits? > at least > 4

    • When Did These Visits Occur? > relative to today > within the last > 30 days

  • Has a Membership

    • Customers Who Have/Do Not Have? > Does not have

    • Which Memberships? > Specific Membership(s)

    • Which Membership Status(es)? > any of the following > active, frozen, pending_customer_activation, pending_start_date

    • When Did They Start Their Membership? > static timeframe > all time

Membership expired within the last 10 days: Customer's membership has expired and has no active memberships

  • Membership Expiration

    • When Was The Expiration Date? > relative to today > 10 days

  • Has a Membership

    • Customers Who Have/Do Not Have? > Does not have

    • Which Memberships? > specific membership(s)

    • Which Membership Status(es)? > any of the following membership statuses > active, frozen, pending_customer_activation, pending_start_date

    • When Did They Start Their Membership? > static timeframe > all time


Other Segments

Title and Description

Conditions and Filters

Purchased a Credit or Membership within the last seven days

  • Made a Purchase

    • When Was The Purchase Made? > relative to today > within the last > 7 days

    • Which Purchase(s)? > a specific purchase type

    • Which Purchase Category? > any of the following categories > Memberships and Credits

High Value Lapsed Clients: Winback for customers with no visits in the last 45 days that have a high valued credit package

  • Last Visit

    • When Was Their Last Visit Or Interaction? > Relative to today > at least > 45 days

    • Was Their Last Visit Any Type Or A Specific Type? > specific type of visits

    • Which Payment Option(s)? > only specific payment options > Credit Types > select high value credit package

  • Has a Membership

    • Customers Who Have/Do Not Have? > does not have

Today’s Birthdays

  • Birthday

    • In the future > exactly > 0 days

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