The Customer cohorts table sits below the overview metrics in the segment explorer:
This table lets you group the contacts in your chosen segment, and then sort customer cohorts based on the columns in the drop-down menu.
You can use this table for exploratory reporting and getting a quick overview of potential marketing opportunities, e.g. you can group your contacts by lifecycle stage and the month they were acquired, then see how many customers are at risk and when they became customers.
Group your contacts in any combination of the following:
| Group by | Description |
| Lifecycle stage | The contact’s lifecycle status. |
| Country | The contact’s home country. |
| Month of first order | The month in which the customer’s first order was placed. |
| Month of first visit | The month in which the contact’s first visit to your site was identified. |
| Month subscribed | The month in which the contact subscribed. |
| Month acquired |
The month in which the contact was acquired. This date is the first time any record of the contact’s profile existed in any data point, i.e. the first time the contact’s email address entered your database. This includes the earliest listing or order from your historic data. |
| First visit medium | The medium the contact’s first identified visit was attributed to, e.g. social, cpc (cost per click), search, referral, etc. |
| First visit name | The name of the first identified visit, e.g. ometria, google, yahoo etc. |
| First visit campaign | The campaign (if any) the contact’s first identified visit was attributed to. |
| First visit domain | The domain url the contact’s first visit was attributed to, e.g. google.com, facebook.com, your website, etc. |
| Email subscriber status |
The contact’s opt-in status for email. See also: How does Ometria subscribe and unsubscribe contacts? |
| SMS subscriber status |
The contact's opt-in status for SMS. See also: Managing SMS marketing preferences |
| Push subscriber status | The contact's opt-in status for push notifications. |
| Gender | The contact’s gender. |
| Preferred store | The first store Ometria finds in the contact listing, or if not available the first store the contact ordered from - if neither are available, the store the contact visited most recently. |
| First order store | The store the contacts placed their first order with. |
| Last order store | The store the contacts placed their last (most recent) order with. |
| First order channel | The channel through which the contacts placed their first order, e.g. online, phone etc. |
| Last order channel | The channel through which the contacts placed their last (most recent) order, e.g. online, phone etc. |
| Order count | The total number of valid orders placed. |
| Country of last order | The country of the contact’s last order. |
| Customer frequency band | The customer frequency band. |
| Customer spend band | The customer spend band. |
The email engagement band these contacts belong to. |
|
| Accepts SMS marketing | Whether or not the contact is opted in to receiving SMS marketing from you. |
| Accepts push notifications | Whether or not the contact is opted in to receiving push notifications from you. |
| Date first subscribed (push) | The date the contact first opted in to receive push notifications from you. |
| Date first unsubscribed (push) | The date the contact first opted out of receiving push notifications from you. |
| Date last subscribed (push) | The most recent date the contact opted in to receive push notifications from you. |
| Date last unsubscribed (push) | The most recent date the contact opted out of receiving push notifications from you. |
| Subscription updated (SMS) | The date the contact last updated their SMS subscription information. |
You can select any combination of the following metrics (column headings):
| Metric | Description |
| Contacts | The number of contacts in your selected segment, or the number of contacts that meet the conditions you set in the customer filter. |
| Opt-in contacts | The number of contacts that have explicitly subscribed (opted-in) to receive marketing communications for any channel. |
| Customers |
The number of contacts that have placed at least one valid order. See also: Contacts and customers in Ometria |
| All contacts | The total number of contacts in your account. |
| Percentage of all contacts in segment | The ratio of contacts in this segment vs. the rest of your account. |
| One time customers | The number of customers who have placed only one order. |
| One time customer rate | The percentage of one-time customers against the total number of customers. |
| Repeat customers | The number of contacts who have placed two or more orders. |
| Customer repeat rate | The percentage of repeat customers against the total number of customers. |
| Contact conversion rate | The percentage of contacts who have placed an order. |
| Retention rate |
The percentage of customers who placed an order between 1-2 years ago and ordered again in the last year. 1-2 years is the default comparison period. If you'd like to change yours, please get in touch with your Customer Success Representative. |
| Revenue |
Your total gross revenue - if you haven’t selected a segment or used the customer filter to set conditions, this is for all time. Otherwise this number is your revenue within the restrictions set. |
| Revenue per contact | The average revenue per contact in this segment. |
| Revenue per customer | The average revenue per customer in this segment. |
| Average order value |
The average revenue per valid order placed.
Note: AOV in Ometria is calculated with tax included.
|
| Valid orders | The total number of all valid orders placed. |
| Attempted orders | The total number of all orders placed, including invalid orders. |
| Orders per contact | The average number of valid orders per contact. |
| Visits per contact | The average number of website visits per contact. |
| Average recency | The average number of days since the last valid order from contacts in the segment. |
| Average first order delay | The average number of days it took contacts in this segment to place a valid order after becoming a lead. |
| Average second order delay | The average number of days it took contacts in this segment to place a second valid order after their first. |
Comparing cohorts
You can now compare two segments in the Customer cohorts table by selecting a comparison segment at the top of the screen:
When reviewing the Customer cohorts table, you'll see that the cells are colour coded red or green depending on how well they are performing.
Only the highest or lowest values in a column are colour coded.
The colour coding depends on the KPI; e.g. lower average recency days and higher AOV will be green while higher average recency and low AOV will be red.
Export cohorts
You can export these cohorts to an Excel or CSV file by clicking the Export button.
Be aware that there is a 1 million row limit for exports.
Export data for multiple segments simultaneously.
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