Segments & filters

Turn your customer data into actionable insights! Segmentation is one of Mantle’s most powerful features – you can slice and dice your customer list to find exactly the right people for your campaigns, analysis, and business decisions.

From the Customers screen, you can filter using:

• Quick filters: Apply common filters like customer status (Subscribed, Cancelled, etc.) with one click
• Advanced filters: Build complex combinations with multiple criteria
• Saved segments: Access your previously created segments for consistent analysis

Building powerful filters

Here’s where the magic happens – combining filters to find exactly the customer groups you need:

1. From the Customers screen, click More filters to see all your filtering options
2. Pick the criteria you want to apply – you can stack as many as you need
3. Adjust each filter’s parameters to narrow down your results
4. Watch the customer list update in real-time as you add or change filters

Want to see all the filtering options? Mantle’s got you covered with filters for everything:

Category	Filter	Description
Customer & account	Account owner	Specific account managers or representatives
	Customer source	Acquisition channel
	Email address	Specific customer email addresses
	Custom fields	Any custom data fields you’ve defined
	Tags	Customers with specific tags
	Exclude tags	Customers without specific tags
	Exclude test customers	Remove test accounts from results
	Has active test subscription	Accounts with active test subscriptions
	Archived	Show or hide archived customer accounts
	Stripe customer	Customers using Stripe as their payment processor
Financial	Monthly spend	Customer’s monthly payment amount
	Last 30 days revenue	Recent revenue generation
	Abandoned charge	Customers with failed payment attempts
	Abandoned charge date (EDT)	When payment issues occurred
	Billing provider	Payment processor (Stripe, etc.)
	Billing status	Current billing state
	Time since last payment	Recency of successful payments
	Frozen subscription(s)	Customers with frozen or paused subscriptions
App & subscription	Current apps installed	Which apps customers have installed
	Other apps used	Specific combinations of apps
	App plan	Specific subscription plan
	App plan filters	Advanced options for plan details
	App plan interval	Billing frequency (monthly, annual, etc.)
	Most recent app plan	Latest selected plan
	First install date (EDT)	When customers first installed
	Latest install date (EDT)	Most recent installation
	Install duration	How long they’ve had the app installed
	Latest subscription start date (EDT)	When current subscription began
	Most recent subscription duration	Length of current subscription
	Trial status	Customers currently in or completed trials
	Trial expires in days	Customers nearing trial expiration
Shopify-specific	Shopify plan	Customer’s Shopify plan tier
	Shopify development plan	Development stores
	Shopify access token	API access token status
	Country	Specific geographic locations
	Industry	Retail category or industry segment
Engagement & behavioral	Features	Product features customers are using
	Churn risk	Customers showing indicators of potential churn
	Time to uninstall	Recently uninstalled customers
	Uninstall date (EDT)	When customers removed the app
	Uninstall reason	Specific reasons given for uninstalling
	Uninstall reason search	Keywords in uninstall feedback
	Traffic source	Where customers originally came from
	Traffic source medium	Marketing medium (social, email, etc.)
	Traffic source page type	Landing page types
	Traffic source search term	Search keywords that led to acquisition
	Traffic source surface detail	Specific traffic source details
	Intake attributions	Marketing attribution data
	Usage metrics	How customers engage with your app

Saving your segments

Found a filter combination that’s useful? Save it as a segment so you can use it again:

1. After you’ve applied your filters, click Save as segment
2. Give your segment a descriptive name that tells you what it’s for
3. Add a description if you want (totally optional)
4. Click Save

Your saved segments show up in the Segments list for quick access. From there, you can:

• View a segment by clicking its name
• Edit a segment’s filters by clicking the edit icon
• Duplicate a segment to create variations
• Delete segments you no longer need

See those arrows next to each saved segment? They show trends in your data:

• Up arrows mean the segment’s customer count has grown over the past 30 days
• Down arrows mean it’s shrunk over the past 30 days

These trend indicators help you quickly spot growing or shrinking customer segments without having to dig into each one.

Managing your segments

When you click on a saved segment, you’ll see a detailed management interface:

Segment details:

• Edit the segment name and control who can see it (Organization, By role, or Private)
• Duplicate the segment to create variations

Active filters: See all the current filters defining your customer group

Segment history: Track performance over time with metrics like customer count, CLV, average spend, and a visual trend chart to understand how your segment is changing.

Segment ideas that actually work

Here are some segments you can create to drive real business results:

Revenue growth segments

• Trial conversion targets: Find users nearing the end of their trial for timely conversion outreach
• Upgrade candidates: Spot free or basic users showing high engagement who might want premium features
• Payment issue resolution: Quickly address customers with abandoned charges or billing problems
• High-value customer retention: Give special attention to your most valuable customers

Churn prevention segments

• At-risk customers: Identify subscribed customers showing warning signs of potential churn
• Recent uninstalls: Reach out to customers who uninstalled recently for valuable feedback
• Re-engagement opportunities: Target previously active customers who’ve gone quiet
• Long-term retention: Recognize and reward your most loyal, long-term customers

Marketing effectiveness segments

• New customer onboarding: Ensure smooth initial experiences for recently installed customers
• Industry-specific messaging: Tailor communications to customers in specific retail categories
• Geographic campaigns: Create region-specific promotions or support for international customers
• Acquisition channel optimization: Analyze performance by traffic source to optimize marketing spend

Customer experience segments

• Review encouragement: Identify satisfied customers who haven’t left reviews yet
• Customer advocacy: Leverage customers who’ve provided positive feedback
• Support prioritization: Give additional attention to enterprise or high-value customers
• Feature education: Target users who aren’t taking advantage of valuable features

Taking action with segments

Segments become really powerful when you use them to drive business actions:

Email campaigns

Send targeted communications to specific customer groups:

1. From your segment, click Actions → Send Email
2. Create your email content targeted specifically to this customer group
3. Schedule or send immediately

Automated workflows

Use segments as triggers or conditions in Mantle Flows:

1. Create a Flow that targets a specific segment
2. Set up automated actions based on segment membership
3. As customers enter or leave the segment, your workflow responds automatically

Export for external use

Export segment data for use in other tools:

1. From your segment, click Actions → Export
2. Select the fields you want to include
3. Download the CSV file for use in spreadsheets or other systems

Best practices

Get the most from your segments with these tips:

• Start broad, then narrow: Begin with wider criteria and add filters to refine your segment
• Name strategically: Use clear, action-oriented names like “Q1 Retention Target” or “Enterprise Upgrade Candidates”
• Review regularly: Update your segments as your business needs change
• Combine with metrics: Use segments with the Insights dashboard to compare performance across different customer groups
• Test before action: Always verify your segment returns the expected customers before taking action

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Ready to start building segments? Head to Customers and start filtering your way to better insights!