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Understanding Client Engagement Segments
Understanding Client Engagement Segments
Christina Pischel avatar
Written by Christina Pischel
Updated over a year ago

How do Segments work, including their priority, weight and how does it impact client sorting:

  • Each segment belongs to a specific bucket

  • Each segment has an importance

  • Each segment has a weight assigned

As you can see some Segments have higher importance (and weight) than the others and therefore a client appears higher or lower in the list.

  • What happens if two clients end up having the same segments? They are sorted alphabetically.

  • How are segments sorted inside a particular client tile? By their importance*

Here is an example.

  1. This client appears at the top, because the total SUM of their segments is:

    1. Expiring Package: 0.13

    2. High Spend: 0.0285

    3. Incr Frequency: 0.057

    4. High Utilization: 0.0476

  2. Which makes it roughly 0.1476.

Category

Segment

Entry Criteria

Importance

Weight

At-risk

Expiring Packages Segment

Clients with the last package, which is used >= 75% of total count OR with the last package, which has expired for more than 75% of duration.

14

0.1333333333

At-risk

Decreasing Frequency Segment

Client has first studio attendance more than 60 days ago. Last 30 days visits count decreased more than 50%, compared with 30 days prior.

13

0.1238095238

Up for Conversion

Lead segment

Client has signed up and has not attended a class

12

0.1142857143

Up for Conversion

Intro Offer Expiring Segment

Client has the newest package as intro offer package, which is used more than 75% of time duration OR which used >= 75% of total count. And this package is the last.

11

0.1047619048

Up for Conversion

New client

Client has only 1 studio attendance .

10

0.09523809524

Up for Conversion

Intro Offer New And Visited Once Segment

Client has only 1 visit and this is an intro offer attendance and client doesn’t have any newest not intro packages.

9

0.08571428571

Milestone

Birthday client

Client has a birthday today

8

0.07619047619

At-risk

Low Utilization Segment

Client has the first studio attendance more than 60 days ago. For the period of 2 month client has less count of visits then (AVG(studio visits per client) for 2 month * 0.5) AND the client is not in the Increasing frequency segment.

7

0.06666666667

Trending

Increasing Frequency Segment

Client has first studio attendance more than 60 days ago. Last 30 days visits count increased, compared with 30 days prior visits count.(at least 1 visit more than 30 days prior)

6

0.05714285714

Trending

High Utilization Segment

Client has the first studio attendance more than 60 days ago. Client has 60 days visits count 20% more than average studio visits count per client for 60 days period AND client doesn’t matchDecreasing frequency segment conditions.

5

0.04761904762

Trending

High Attend Segment

Client is in the top of 20% clients in Fitness network scope by visits count for the last 60 days

4

0.0380952381

Trending

High Spend Segment

Client is in the top of 20% clients in Fitness network scope by spent sum for the last 60 days

3

0.02857142857

3rd Party

ClassPass High-Frequency Segment

Client has more than 3 ClassPass reservations for the last 30 days.

2

0.01904761905

3rd Party

ClassPass General Segment

Client has 1 ClassPass reservation for the last 30 days.

1

0.009523809524

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