Client Segments

Segments let you group clients by shared characteristics — industry, purchase behaviour, geography, spend level, or any custom criteria. Once defined, segments can drive automatic pricing tiers, filter reports, and power targeted email campaigns.

What segments are used for

Types of segments

Static segments

A hand-picked list of clients you manually add and remove. Best for lists that don’t change often — e.g. Key accounts, Conference leads.

Dynamic segments

Automatically updated based on rules you define. Best for behaviour-based groups.

Creating a static segment

1. Go to Clients → Segments → + New Segment
2. Choose Static
3. Enter a segment name (e.g. Key Accounts)
4. Optionally add a description and a colour
5. Click Save
6. Open the segment → click + Add Clients → search and select clients
7. Click Add Selected

Creating a dynamic segment

1. Go to Clients → Segments → + New Segment
2. Choose Dynamic
3. Enter a name
4. Define your rules using the rule builder:

Available rule conditions

Rule logic

Combine rules using:

• All of (AND logic) — client must match every rule
• Any of (OR logic) — client must match at least one rule
• None of (NOT logic) — client must not match any rule

You can nest rule groups for complex logic.

Example: “At-risk clients” segment

ALL of:
  - Last purchase date is before 90 days ago
  - Total revenue (lifetime) is greater than $1,000
  - Outstanding balance is 0

This finds valuable clients who’ve gone quiet but don’t currently owe money — ideal for a win-back campaign.

5. Click Preview — StockFlow shows how many clients currently match
6. Click Save

Dynamic segments update automatically every hour.

Assigning a pricing tier to a segment

1. Open the segment
2. Click Pricing Tier → select a tier (Retail, Wholesale, VIP, Staff)
3. Click Save

All clients in this segment will now use the selected pricing tier when creating sales orders. If a client is in multiple segments with different tiers, the tier from the segment with the highest priority is used. Set segment priority in Clients → Segments → Manage Priority.

Segment in reports

1. Go to Reports → Sales (or any other report)
2. In the filter bar, click Segment and select one or more
3. The report data filters to only those clients

Syncing a segment to Mailchimp

1. Go to Settings → Integrations → Mailchimp
2. Under Segment sync, click + Add sync
3. Select the StockFlow segment and the Mailchimp audience/tag to sync to
4. Choose sync direction: One-way (StockFlow → Mailchimp) or Two-way
5. Click Save

Sync runs every 4 hours. Clients added to the segment are added to the Mailchimp audience. Clients removed from the segment are untagged (not deleted from Mailchimp).