Custom Segments
Custom segments can be configured to weave in your own classification fields from outside of Stripe. This allows you to enrich your revenue analysis with additional nuance and context for your business.
For example if you have the following custom segments:
- acquisition channel: e.g. direct, affiliate, ads, search
- product usage behavior: e.g. Feature A used, Feature B used
- industry type: e.g. IT, manufacturing, retail
You can start digging into questions such as:
- How do my different acquisition channels compare on customer churn?
- Is there any correlation with customers that used Feature A and their retention?
- Is there an industry that values our upsells more than others?
It’s up to your imagination what custom segments are a good fit for your business!
Configuring custom segments
In KineticLoom, from the left navigation menu, click on “Configure custom segments”.
Custom segments can be configured in bulk by uploading a CSV file with customer
identifiers (either email or stripe_customer_id) and one or more custom
segments.
Custom segments columns:
- One customer identifier column MUST be included - either
emailorstripe_customer_id - Column names MUST be lower case
- e.g.
Sales_channel(NOT OK),sales_channel(OK)
- e.g.
- Column names CANNOT include spaces
- e.g.
sales channel(NOT OK),sales_channel(OK)
- e.g.
As an example:
| stripe_customer_id | sales_channel | industry |
|---|---|---|
| cus_ABC123 | affiliate | retail |
| cus_DEF456 | direct | IT |
| cus_GHI789 | ads | manufacturing |
And as a CSV:
stripe_customer_id,sales_channel,industry
cus_ABC123,affiliate,retail
cus_DEF456,direct,IT
cus_GHI789,ads,manufacturingOnce uploaded, your custom segments will be available in KineticLoom as additional segmentation options under “Segment by”, and visible as additional columns on detail tables.