Skip to main content

Segment your customers for marketing campaigns

Segment your customers to send targeted email & SMS campaigns to your clients

Updated over a month ago

One of the most powerful features of Porter’s marketing module is the ability to target clients based on their real behavior — like how much they’ve spent, how often they visit, and who they book with.

For example, you can filter for:

  • Customers who have spent over $1,000

  • Have more than 3 visits

  • And have been to the shop within the past 6 months

This lets you easily target and reward your VIPs.

Another example:
🎯 Send a campaign to first-time clients who haven’t returned in the last 60 days to encourage rebooking and offer a discount.


🎯 Where to Segment

When you’re creating a campaign, under the “To” section, you’ll see two options:


🗂 Pre-Built Segments

We’ve created a few useful segments for you:

  • All Subscribed Customers – every customer who’s opted into marketing

  • Active Customers – customers with a visit in the last 12 months

  • Inactive Customers – customers without a visit in the last 12 months

  • Biggest Spenders – top 20% of customers by total spend

  • Frequent Visitors – top 20% of customers by total appointments


🧩 Build a Custom Segment

To create your own custom segment:

  1. Click “Build Custom Segment”

  2. Choose any combination of filters:

    • Total spend (e.g. “greater than $500”)

    • Number of visits

    • Last visit date

    • Service type (e.g. tattoo vs. piercing)

    • Mailing list for (specific artist followers)

You can combine as many filters as you want to get ultra-targeted.

  1. Click Review Segment

  2. Once satisfied, name your segment and click Save

  3. You’ll now be able to select this custom segment when sending future campaigns

Did this answer your question?