Group customers by purchasing behaviour

Marketing segments customers by behaviour to target them more precisely

Needs setupAI Act: no extra obligationsAnalysing & reporting dataAll industries

Fits: Sales · Marketing & communications

You address regular customers, new customers and long-inactive customers differently, instead of sending everyone the same thing. The groups are based on transparent rules, not on guesswork.

Is this for you?

  • You have order or purchase data per customer covering at least one year, e.g. from your shop, till system or CRM.
  • You want to try out different offers or messages for each group.
  • You can replace customer numbers with codes before data is analysed.
First step today

Export 20 to 50 customers with a code instead of a name, date of last purchase, number of purchases and revenue over the last twelve months. Have them grouped by fixed rules with the template below and check three customers by hand.

How to go about it

  1. Clarify what the groups are for
  2. Export and clean the purchase data
  3. Have groups formed by fixed rules
  4. Check the assignment and group sizes
  5. Describe groups with an idea for how to address them
  6. Update the grouping regularly in the system

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

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A-047 · Legal status 08.10.2026