How to Use Customer Segments in Shopify: Step-by-Step Tutorial

Category: Shopify Analytics | Reading Time: 12 minutes | Difficulty: Beginner to Intermediate

Introduction to Customer Segments

Understanding who your customers are and how they behave is fundamental to growing your Shopify store. Not all customers are created equal—some spend thousands of dollars annually, while others make a single purchase and never return. The difference between a thriving ecommerce business and one that struggles often comes down to how well you understand and leverage customer segmentation.

Customer segmentation is the process of dividing your customer base into distinct groups based on shared characteristics such as purchase behavior, spending patterns, and engagement levels. By segmenting customers effectively, you can:

This tutorial will walk you through a comprehensive framework for segmenting your Shopify customers by value. You'll learn how to identify VIP customers, analyze one-time buyers, understand revenue distribution across tiers, and detect customers at risk of churning. By the end, you'll have actionable insights to drive targeted marketing campaigns and increase customer lifetime value.

Prerequisites and Data Requirements

Before you begin this tutorial, ensure you have the following:

Time Required: 30-45 minutes to complete all steps

Overview: What You'll Accomplish

In this tutorial, you'll create a complete customer segmentation framework that answers four critical questions:

  1. Who are my VIP customers? You'll identify your top 10-20% of customers who drive the majority of revenue
  2. What percentage are one-time buyers? You'll calculate how many customers never make a second purchase
  3. How is revenue distributed? You'll break down revenue contribution across customer tiers
  4. Which customers are at risk? You'll detect customers who may be churning based on purchase recency

By the end of this tutorial, you'll have clear customer segments that enable data-driven decision making for marketing, retention, and growth strategies.

Step 1: Identify Your VIP Customers

Your VIP customers are the lifeblood of your business. These are the customers who make frequent purchases, spend significantly more than average, and often act as brand advocates. Identifying them is the first step in building an effective segmentation strategy.

1.1 Define VIP Criteria

VIP customers typically meet at least two of these three criteria:

1.2 Extract the Data

If you're using Shopify Analytics, navigate to Analytics > Reports > Customers. Export a customer report that includes:

1.3 Calculate VIP Threshold

Here's a simple formula to identify VIP customers using a spreadsheet:

// Assuming your data is in columns A-E
// Column A: Customer ID
// Column B: Email
// Column C: Total Orders
// Column D: Total Spent
// Column E: Average Order Value

// Create a VIP Score column (Column F)
// Formula for cell F2:
=IF(AND(C2>=3, D2>=PERCENTILE($D$2:$D$1000,0.8)), "VIP",
 IF(AND(C2>=3, D2>=PERCENTILE($D$2:$D$1000,0.6)), "High Value",
 IF(C2>=2, "Repeat Customer", "One-Time Buyer")))

Expected Output:

After applying this formula, you should see customers categorized into four tiers:

Segment Criteria Typical %
VIP 3+ orders AND top 20% LTV 5-15%
High Value 3+ orders AND top 40% LTV 15-25%
Repeat Customer 2+ orders 20-30%
One-Time Buyer 1 order only 40-60%

1.4 Validate Your VIP Segment

Count how many customers fall into the VIP category. For a healthy ecommerce business, VIPs typically represent 10-20% of customers but contribute 40-60% of total revenue. If your VIP segment is smaller than 5%, you may need to adjust your criteria or focus on customer retention strategies.

For more advanced segmentation techniques that incorporate statistical significance, check out our guide on A/B testing and statistical significance.

Step 2: Calculate One-Time Buyer Percentage

One-time buyers represent a massive opportunity cost for most Shopify stores. These customers made a single purchase but never returned. Understanding this segment is crucial because converting just 10% of one-time buyers into repeat customers can significantly impact revenue.

2.1 Filter for Single-Order Customers

Using your customer data export, filter for customers where Total Orders = 1. This gives you your one-time buyer cohort.

2.2 Calculate the Percentage

// One-Time Buyer Percentage Formula
One-Time Buyer % = (Number of Customers with 1 Order / Total Customers) × 100

// Example calculation:
// Total Customers: 2,500
// One-Time Buyers: 1,450
// One-Time Buyer % = (1,450 / 2,500) × 100 = 58%

Benchmark Your Results:

  • 40-50%: Excellent retention—your products and customer experience are working well
  • 50-65%: Industry average—room for improvement in retention strategies
  • 65-80%: High churn rate—immediate focus needed on post-purchase engagement
  • Above 80%: Critical issue—evaluate product-market fit and customer satisfaction

2.3 Analyze One-Time Buyer Characteristics

Segment your one-time buyers further to understand why they didn't return:

2.4 Calculate Conversion Opportunity

// Revenue Opportunity from Converting One-Time Buyers
Potential Revenue = One-Time Buyers × Average Second Order Value × Conversion Rate

// Example:
// One-Time Buyers: 1,450
// Average Second Order Value: $85
// Target Conversion Rate: 15%
// Potential Revenue = 1,450 × $85 × 0.15 = $18,488

This calculation shows the revenue impact of retention campaigns targeting one-time buyers. Use this to justify investment in email marketing, loyalty programs, or retargeting campaigns.

Step 3: Analyze Revenue Distribution Across Customer Tiers

Understanding how revenue is distributed across your customer segments reveals where to focus your resources. This analysis typically follows the Pareto Principle (80/20 rule), where a small percentage of customers drive the majority of revenue.

3.1 Create Customer Tiers

Organize your customers into five tiers based on lifetime value:

Tier Lifetime Value Range Characteristics
Tier 1 (VIP) Top 10% LTV Highest spenders, most loyal
Tier 2 (High Value) 60th-90th percentile Regular repeat purchasers
Tier 3 (Mid Value) 30th-60th percentile Occasional repeat buyers
Tier 4 (Low Value) 10th-30th percentile Infrequent purchasers
Tier 5 (Minimal) Bottom 10% LTV Single low-value purchase

3.2 Calculate Revenue Contribution

// Revenue Contribution by Tier
// For each tier, calculate:

Tier Revenue % = (Sum of LTV for Tier / Total Revenue) × 100
Tier Customer % = (Number of Customers in Tier / Total Customers) × 100
Revenue per Customer = Sum of LTV for Tier / Number of Customers in Tier

// Example output for Tier 1 (VIP):
// Tier 1 Revenue: $245,000
// Total Revenue: $500,000
// Tier 1 Customers: 150
// Total Customers: 2,500

Tier 1 Revenue % = ($245,000 / $500,000) × 100 = 49%
Tier 1 Customer % = (150 / 2,500) × 100 = 6%
Revenue per Customer = $245,000 / 150 = $1,633

Typical Revenue Distribution:

Tier Customer % Revenue % Strategy
Tier 1 (VIP) 5-10% 40-55% White-glove service, exclusive access
Tier 2 15-20% 25-35% Loyalty rewards, early access
Tier 3 20-30% 15-20% Re-engagement campaigns
Tier 4 20-25% 5-10% Activation campaigns
Tier 5 25-35% 2-5% Minimal investment

3.3 Visualize the Distribution

Create a simple visualization to understand your revenue concentration. If your top 10% of customers contribute more than 60% of revenue, you have high concentration risk and should focus on expanding your mid-tier customer base.

For advanced analytical techniques that can help identify revenue patterns, explore our article on AI-first data analysis pipelines.

Step 4: Identify Customers at Risk of Churning

Customer churn is inevitable, but detecting at-risk customers early allows you to intervene with targeted win-back campaigns. The key metric here is recency—how long has it been since their last purchase?

4.1 Calculate Days Since Last Purchase

For each customer, calculate the number of days between today and their last order date:

// Days Since Last Purchase Formula
// Assuming Column G contains "Date of Last Order"
// Formula for cell H2:

=TODAY() - G2

// This gives you the number of days since their last purchase

4.2 Determine Your Churn Threshold

The churn threshold varies by industry and product type. Calculate your average purchase frequency:

// Average Purchase Frequency (in days)
Average Frequency = Total Days in Analysis Period / Average Orders per Customer

// Example:
// Analysis Period: 365 days
// Average Orders per Customer: 2.5
// Average Frequency = 365 / 2.5 = 146 days

// Churn Threshold = Average Frequency × 1.5
Churn Threshold = 146 × 1.5 = 219 days

4.3 Segment by Churn Risk

Create risk categories based on recency:

Risk Level Days Since Purchase Action Required
Active 0-90 days Continue nurturing
At Risk 91-180 days Re-engagement email series
High Risk 181-270 days Special offers, win-back campaign
Churned 270+ days Last-chance offer or retire from active list

4.4 Create a Churn Risk Formula

// Churn Risk Score Formula
// Combines recency with customer value
// Formula for cell I2:

=IF(AND(H2>270, D2>PERCENTILE($D$2:$D$1000,0.8)), "High Value Churned",
 IF(AND(H2>180, D2>PERCENTILE($D$2:$D$1000,0.8)), "VIP At Risk",
 IF(H2>270, "Churned",
 IF(H2>180, "High Risk",
 IF(H2>90, "At Risk", "Active")))))

Priority Segments for Win-Back Campaigns:

  1. VIP At Risk: High-value customers who haven't purchased in 180+ days—immediate personalized outreach
  2. High Value Churned: Previously valuable customers who churned—aggressive win-back offers
  3. High Risk: Regular customers approaching churn—automated email sequences with incentives
  4. At Risk: Standard re-engagement campaigns with product recommendations

4.5 Calculate Win-Back Opportunity

// Win-Back Revenue Potential
Win-Back Revenue = At-Risk Customers × Average LTV × Win-Back Rate

// Example:
// At-Risk Customers (VIP + High Value): 180
// Average LTV for this segment: $650
// Estimated Win-Back Rate: 20%
// Win-Back Revenue = 180 × $650 × 0.20 = $23,400

This calculation justifies investment in retention campaigns and helps set win-back budget allocations.

Interpreting Your Results

Now that you've completed all four steps, you should have a comprehensive view of your customer base. Here's how to interpret and act on your findings:

Key Metrics to Monitor

Actionable Insights

If your VIP segment is small (<5%):

If one-time buyers are high (>65%):

If revenue is highly concentrated (>70% from top 10%):

If churn risk is high (>40% at-risk or churned):

Automate Your Customer Segmentation

Manual segmentation is time-consuming and prone to errors. MCP Analytics automatically segments your Shopify customers, tracks changes over time, and alerts you when VIP customers are at risk of churning.

Get instant insights into customer lifetime value, purchase frequency, and retention metrics without spreadsheet formulas.

Try Customer Segmentation Tool →

Next Steps with Shopify Customer Segments

Now that you've segmented your customers, here are the next steps to maximize the value of these insights:

1. Create Targeted Marketing Campaigns

Use your segments to create personalized marketing campaigns:

2. Implement Dynamic Email Segmentation

Connect your customer segments to your email marketing platform (Klaviyo, Mailchimp, etc.) and create automated flows:

3. Optimize Your Product Strategy

Analyze which products drive repeat purchases vs. one-time buyers:

4. Build Predictive Models

Take your segmentation to the next level with predictive analytics:

To dive deeper into predictive modeling techniques, explore our guide on Accelerated Failure Time models for data-driven decisions.

5. Monitor and Iterate

Customer segmentation is not a one-time exercise. Set up a monthly review process:

For a comprehensive solution that handles ongoing segmentation automatically, check out our Shopify Customer Segmentation Service.

Troubleshooting Common Issues

Issue: My VIP segment is too large (>30% of customers)

Cause: Your VIP criteria are too lenient, or you have unusually high customer retention.

Solution: Increase the VIP threshold to the top 15% of customers by lifetime value instead of top 20%. Alternatively, add a minimum order count requirement (e.g., 5+ orders instead of 3+).

Issue: Revenue distribution doesn't follow expected patterns

Cause: Your business model may differ from typical ecommerce (e.g., subscription-based, B2B, wholesale).

Solution: Adjust benchmarks for your specific business model. B2B stores often have even higher revenue concentration (80%+ from top 20%), while subscription businesses may have more even distribution.

Issue: One-time buyer percentage is extremely high (>80%)

Cause: Product-market fit issues, poor post-purchase experience, or very long purchase cycles.

Solution:

Issue: Can't calculate accurate churn threshold

Cause: Seasonal business or insufficient historical data.

Solution: For seasonal businesses, calculate separate churn thresholds for peak vs. off-peak periods. If you have less than 12 months of data, use industry benchmarks: 90 days for fashion, 120 days for beauty, 180 days for home goods.

Issue: Formulas return errors or unexpected results

Cause: Data formatting issues, blank cells, or inconsistent data types.

Solution:

Issue: Segment sizes change dramatically month-to-month

Cause: Rapid growth, seasonal fluctuations, or one-time promotional events.

Solution: Use rolling percentile-based thresholds rather than fixed dollar amounts for segment boundaries. This ensures segments remain proportional as your business grows. For seasonal businesses, compare year-over-year rather than month-over-month.

Conclusion

Customer segmentation by value is one of the most powerful analytics techniques for growing your Shopify store. By identifying VIP customers, understanding one-time buyer patterns, analyzing revenue distribution, and detecting churn risk, you've built a foundation for data-driven marketing and retention strategies.

The key to success is treating segmentation as an ongoing process rather than a one-time analysis. Customer behavior evolves, and your segments should evolve with it. Set up regular reviews, test different retention strategies, and continuously refine your approach based on results.

Remember that while these manual segmentation techniques are valuable for understanding the fundamentals, automated solutions can save significant time and provide real-time insights. Consider leveraging specialized tools that continuously monitor your segments and alert you to important changes in customer behavior.

Whether you choose to implement this manually or use automated analytics platforms, the important thing is to start using customer segmentation to inform your marketing decisions today. The insights you've gained from this tutorial can immediately improve your marketing ROI, customer retention rates, and overall profitability.