Segmentation

Using your segments

How to read the Loybox segmentation dashboard, see the members of each segment and act on them with campaigns.

Segmentation is not just a diagnosis: it exists so you can act differently with each group of members. Here is how to use the dashboard.

The dashboard is in Spanish

Loybox's admin dashboard is not translated yet, so menu and button names are quoted exactly as they appear on screen, with the English meaning right after.

Step by step

Go to Segmentación (Segmentation)

In the sidebar, tap Segmentación.

Review your business's health

At the top you will see the overall diagnosis and the KPIs (active members, orders, average order value, repeat rate and the top 20% concentration).

Explore each segment

Each segment is shown as a card with its persona, its insight, how many members it groups, its averages (recency, frequency, order value) and the RFM rule that defines it.

Look at a segment's members

Open a segment to see the list of members in it. You can sort it by higher or lower amount spent, more or fewer purchases, and by purchase date (oldest or most recent).

Act with a campaign

From a segment you can launch a WhatsApp campaign aimed at that group, so you speak differently to each type of member.

For WhatsApp campaigns

To create WhatsApp campaigns you need WhatsApp Business connected under Integrations.

How to think about each segment

The point is to treat each group according to what it needs:

Champions and Loyal

Recognize them and reward their loyalty so they keep choosing you.

At risk and Need attention

Win them back before they leave, with an incentive to return.

Hibernating and Lost

Try to recover them with a strong offer, knowing they are the hardest.

Segmentation is recalculated on a regular basis, so the groups stay up to date as your members' habits change.