Extra fields can be added using Google Sheets.
If you do not have access to Google Sheets, contact support@scalexp.com for assistance with other options.
Note - in a consolidated company, customer tags must be created at parent level only.
Step 1 - Create input sheet
Where to find the Customer Segments page
There are two ways to set up and access Customer segments.
- Via the Customers tab (see below)
- Via the Load Data tab, Connections, Google (see below)
Go to the Customers tab and select “Customer Segments” from the “More options” menu at the top right of the page.
Or here:
remember to do this at parent level for a consolidated company
How to set up the Customer Segments page
You will see this screen to create a template in Google Sheets.
Select “Copy Template” and then “Make a Copy”
Rename the file.
You may also wish to move it to a shared drive and/or share it with other users in your company.
Return to the ScaleXP tab in your browser.
Click “Select Template.”
You will be asked to sign into your Google drive.
Click to select the file (usually at the top left) and click “Select” button
Step 2 - Select your field names
Use the “Configure Labels” cog at the top right to select your field names. You can change the names at any time using this button.
Open the sheet by clicking the “Open Sheet” button at the right.
Step 3 - Update your data
The sheet will automatically populate with your full customer list, ready for you to add up to two custom fields.
The column headings will automatically reflect the names you select in the “Configure Labels” setting on the Customer Segments page.
Return to the ScaleXP tab in your browser.
Click Import to update the tag labels and data.
Step 4 - Report on your data
Option 1 - Show Totals by Customer Segment
On the Customers tab, use Configure Report, “Show Totals By” to show totals by Customer Segment
Option 2 - Filter by Customer Segment
On the Customers tab, use Configure Report, “Filters”, “Customer Tags” to filter by Customer Segment
Click on Filters to show the options for filtering, including by Customer Segment