Custom segments: How do I export a custom segment? 

How do I export a custom segment?

Export custom segments from your customer database in a few quick steps.

Updated this week

🏷️ Exporting a custom segment is unlocked on the Loyalty Accelerate plan.

What is the process to export a custom segment?

1. In your Marsello admin, navigate to Customers > Segments

2. Under Segments, click View Segment on the segment that you would like to export

3. Under the Custom Segment page, next to Send Campaign to Segment, click the down arrow button

4. Click Export segment

Your custom segment export will automatically start downloading as a CSV. file. It will be saved to your downloads folder on your computer.

Which fields are included when I export a custom segment?

Your customer database export contains the following information:

Customer Export Fields

Customer Information

• Export ID
  A unique ID assigned to each customer. Useful for imports when an email address is unavailable.

• First Name
  The customer’s first name.

• Last Name
  The customer’s last name.

• Email Address
  The customer’s email address.

• Mobile Number
  The customer’s phone number.

• Birthdate
  The customer’s date of birth.

• Gender
  Gender provided by the customer, if available.

Loyalty & Engagement

• Points Balance
  The customer’s current available loyalty points.

• Total Points Collected
  The total number of loyalty points earned over the customer’s lifetime.

• Segment
  The customer’s assigned RFM segment (for example: Best, Loyal, At Risk, or Cold).

• Accepts Marketing
  The customer’s email marketing preference:

  • True = accepts marketing emails

  • False = does not accept marketing emails

Purchase Activity

• Total Spent
  The total amount the customer has spent at your store.

• Total Orders
  The total number of orders placed by the customer.

• Last Purchase Date
  The date of the customer’s most recent purchase.

Account Status

• Status
  The current status of the customer account:

  • Active

  • Deleted