Segments let you analyze a targeted group of subscriptions based on custom conditions you define. This helps you track behavior, performance, and trends more precisely across your subscriber base.
What is a Segment in Skio?
A Segment is a filtered view of your subscriptions that meets specific conditions you set. You can use Segments to:
Compare performance between different subscriber groups
Export targeted lists for campaigns or analysis
Focus analytics on subscribers who meet criteria like plan type, churn risk, or renewal timing
Segments are especially useful when you want to isolate behavior and metrics for a subset of your total subscriptions.
How do I view and manage existing Segments?
Step 1: Navigate to Segments
In your Skio dashboard, go to Tools > Segments.
Click View segments.
Here you'll see a list of all Segments created in your store, including:
Segment name: How you labeled the Segment
Segment type: Either Static (snapshot) or Dynamic (auto-updating)
Subscription count: How many subscriptions currently match the criteria
Created date: When the Segment was made
Step 2: Take action on a Segment
For each Segment, you can:
Export the list: Download subscription data for use in external tools or campaigns
Preview subscriptions: See which subscriptions currently match the criteria
Go to Analytics: Filter your analytics dashboards using that Segment
Refresh: Update a dynamic Segment to include the latest matches
Delete: Remove the Segment if it's no longer needed
You can filter by Segment name or sort the columns to find what you need quickly.
What's the difference between Static and Dynamic Segments?
Static Segments are one-time snapshots of subscribers who met the conditions at the time of creation. These are useful for point-in-time analysis—like comparing cohorts or analyzing historical behavior.
Dynamic Segments automatically update every night to reflect current matches. Subscriptions are added or removed based on whether they meet the criteria, making these best for ongoing monitoring and real-time campaign targeting.
How do I create a new Segment?
Step 1: Navigate to Segments
In the lefthand menu of your Skio dashboard, go to Tools > Segments.
Click Create a segment.
Step 2: Name your Segment
In the Name field, enter a descriptive label for your Segment. Use clear naming conventions that identify the purpose or audience (e.g., "High-Value Monthly Subscribers" or "Churn Risk - 90 Days").
Step 3: Choose a Segment type
Select the type of Segment you want to create:
Static Segment: Captures a fixed list of subscribers at the time of creation
Dynamic Segment: Automatically updates based on live subscription data
Step 4: Select subscription type
Choose whether this Segment should apply to:
Regular recurring subscriptions
Prepaid subscriptions
You can only select one subscription type per Segment.
Step 5: Set conditions
Click AND condition to add filters. Each condition you add further narrows the group of subscribers included. Use multiple conditions to create highly targeted Segments.
Customer-based conditions
Customer tag: Filter by whether a customer has or does not have a specified tag.
Credit balance: Filter customers based on their available store or subscription credit balance.
In Tier: Target customers who are currently in specific loyalty tiers.
Distance to tier: Target customers based on how close they are to reaching their next loyalty tier (measured by order count, LTV, or product count) and their current tier level.
Tier at risk: Target customers whose current tier is at risk of being lost due to tier expiry rules.
Subscription-based conditions
Order number: Filter by the current order number (for example, a subscription with 3 orders would have order number = 3).
Total quantity: Filter by total quantity of products in the subscription (for example, 1 × Product A and 1 × Product B = quantity of 2).
Total value: Filter by total dollar value of the subscription (sum of each product's subscription price × quantity).
Subscription creation date: Filter by when the subscription was created.
Day of week: Filter subscriptions with a specific charge day of the week.
Discount code: Filter subscriptions that contain specific discount codes.
Is prepaid renewing: Filter prepaid subscriptions by whether they are set to renew (continue into another term) or end after the current prepaid cycle.
Migrated from another platform: Identify subscriptions migrated from another platform (only captures the migrated subscription, not new subscriptions created by the same customer).
Next billing date: Filter subscriptions where the next billing date falls on, before, or after a selected date.
Shipping interval: Filter by how often the subscription ships (for example, every week, every 2 weeks, monthly).
Subscription country: Filter by shipping address country (supports multiple selections).
Subscription ID: Enter specific subscription IDs to target with the operation.
Subscription note: Filter subscriptions based on keywords or text stored in the internal subscription note.
Subscription status: Filter by status (Active, cancelled, failed, under review, paused).
Product-based conditions
Contains products: Identify subscriptions that include a specific product.
Contains dynamic boxes: Filter subscriptions that include a specific dynamic build-a-box product.
Contains static boxes: Filter subscriptions that include a specific static build-a-box product.
Exclude products: Identify subscriptions that do not include a specific product (helpful when paired with “contains products”).
Other conditions
Audit log: Filter subscriptions based on specific audit log actions.
Cancel Flow: Filter subscriptions that had X rebuttal shown and was saved or not saved.
Quick action: Filter customers or subscriptions based on whether a specific Quick Action link has been actioned, or viewed but not actioned.
Surprise and Delight: Filter customers who were or were not qualified for a surprise and delight gift.
Step 6: Preview and create
At the bottom of the page, Skio shows how many subscriptions will be affected based on your current filters. Review this count to confirm your conditions are configured correctly.
When everything looks right, click Create segment.
How do I export a Segment?
Step 1: Navigate to the Segment
In the lefthand menu of your Skio Dashboard, go to Tools > Segments.
Find the Segment you want to export and click Export.
How often do Dynamic Segments update?
Dynamic Segments refresh automatically every night. This ensures your Segment reflects current subscription data without manual updates.
If you need to immediately update a Dynamic Segment with the latest data, click the Refresh icon next to the Segment in your list.
FAQ
Can I edit a Segment after it's created?
Currently, Segments cannot be edited. To make changes, you'll need to delete the existing Segment and create a new one with your updated filters.
Do Dynamic Segments update in real time?
No. Dynamic Segments refresh nightly. If you want to immediately update the Segment with current data, click the Refresh icon next to the Segment.
Can I use a Segment to filter my Analytics dashboards?
Yes. When viewing a Segment, click Go to Analytics to apply that Segment as a filter across your analytics dashboards. This lets you isolate metrics like revenue, churn rate, and LTV for that specific subscriber group.