Creating a segment

Use segments to subdivide your customers into groups based on payment criteria like MRR, billing interval, subscription duration and plan. Segments play an important role in determining how offers are presented to customers.

To create a segment, click Segments in the left navigation and then the Create a segment link. Segments can also be created when adding or editing offer rules.

Creating a segment

Conditions

Segments are made up of a set of conditions that define which customers belong to the segment. When creating a segment you’ll create one or more conditions made up of a property, an operator and a value, for example: Subsciber - MMR > $100. Customers must match all criteria to belong to the segment.

Available properties

These are the default properties available when a billing platform is connected. Check out custom properties for more targeting options.

Subscriber
  • MRR — The subscriber's total monthly recurring revenue
  • Status — The subscriber's status (Active, Canceled, Saved or Reactivated)
  • Active offer ID — The ID of the offer last accepted by the subscriber
  • Active coupon ID — The billing platform ID of the coupon applied to the subscriber (Stripe only)
  • Days since saved — The number of days since the subscriber was saved
Subscription
  • MRR — The subscription's monthly recurring revenue
  • Is free trial — Whether or not the subscription is on a free trial
  • Status — The subscription's status (Trialing, Active or Canceled)
  • Duration (days) — The number of days since the subscription was created
  • Will renew — Whether or not the subscription will automatically renew at the end of the current billing period
  • Is past due — Whether or not the subscription is currently past due
  • Active coupon ID — The billing platform ID of the coupon applied to the subscription
Product
  • ID — The subscription's billing platform product ID (Stripe and Chargify only)
  • Name — The name of the subscription's product (Stripe and Chargify only)
Plan
  • ID — The subscription's billing platform plan ID
  • Interval — The billing interval for the plan (Day, Week, Month or Year)
  • Interval count — The number of units per billing interval, for example "2" for a plan that bills every two weeks
  • Quantity — The subscription's plan quantity
  • Name — The name of the subscription's plan

Custom properties

Aside from the default available properties, segments can also use any of your custom properties. Learn how to create custom properties in the next section.

Editing a segment

To edit a segment, click the pencil icon at the top of the segment page.

Edit a segment

Editing a segment's conditions may affect your live cancellation flow, so make sure to test your changes in test mode before updating segments that are part of your flow offer rules or step conditions. ProsperStack will warn you when editing a segment that's currently in use by a cancellation flow.

Editing a segment

Don't let customers slip away.