Segments — targeted audiences

Build reusable groups of customers from their type, visits, spend, house account, purchases and Lightspeed Golf profile — then target push notifications, geofenced messages and automations at exactly the right people.

Updated 9/23/2026

A segment is a saved group of customers — a reusable definition of "who" that you build once and pick whenever you send a push notification, add a geofenced message or set up an automation. Instead of messaging everyone, you reach the people a message is actually for: house-account holders with a balance to spend, members who haven't visited in two months, or everyone who bought a new driver this season.

You manage segments under Customers → Segments.

What you can filter on

Every segment starts with all your customers and narrows from there. Add as many filters as you like — a customer has to match all of them.

Customer

  • Customer type — the type from your tee sheet or POS (e.g. Member, Visitor).
  • Status — active or inactive.
  • Joined — when they became a customer.
  • Tag — tags from Lightspeed Golf, plus tags added by your automations.

Activity & spend

  • Last visit — e.g. in the last 30 days, or more than 60 days ago.
  • Visits and Spend — all time, or in the last N days.
  • House account balance — only customers who have a house account can match.
  • RFM segment — Champions, Loyal, At risk and so on, recalculated nightly.

Purchases (when your Lightspeed POS sends item-level sales)

  • Purchased product — bought any of the products you pick, or none of them. Search your whole sales history by product name, SKU or category; each product shows the channel it sells through (Lightspeed Retail or Lightspeed Restaurant), since the same item can be sold in both.
  • Purchased from category — the same, by product category.
  • Orders — how many orders, all time or in the last N days.

Profile and custom fields (Lightspeed Golf)

  • Member number, bag number, gender, marketing consent, activation state, date of birth, and any custom field on the Lightspeed Golf customer profile.
Note

Purchase filters only see sales that were linked to a customer at the till, from the date PocketPass started receiving item-level sales (the builder shows that date). Anonymous sales and anything earlier aren't on record — so "none of" means none on record.

Relative dates and time windows

Dates like Last visit and Joined can be relative — in the last 30 days, more than 60 days ago — as well as a fixed date or range. Relative dates move with time, so a segment such as "Lapsed: last visit more than 60 days ago" stays correct every time you use it. Fixed dates are read in your timezone.

Visits, Spend, Orders and the purchase filters take a time window too: all time, or in the last N days.

Reading the live count

As you build, the count underneath shows who the segment reaches right now:

  • "12 customers match" — everyone the filters select.
  • "9 can get push notifications (Apple 8 · Google 1)" — those who've added their pass to a wallet. Push notifications and geofenced messages only reach these customers.
  • "3 haven't added the pass to a wallet" — they're still in the segment (automations can give them credit or tag them), but a push won't reach them.

Choose See who matches to check the first few customers by name. An unfinished filter is flagged and left out of the count until you complete it.

Creating a segment

    1. Go to Customers → Segments and choose New segment.
    2. Give it a clear name — you'll pick it by name later (e.g. "Lapsed members", "Driver buyers").
    3. Choose Add filter and pick a field; set the condition and value.
    4. Watch the live count, and use See who matches to sanity-check it.
    5. Create segment.

You can edit or delete a segment any time from the Segments list, where each one is summarised in plain English. To see everyone in a segment, pick it in the Segment filter on the Customers list (or choose View all in Customers from See who matches) — the stat cards, filters and CSV export all narrow to it.

Using a segment

When you choose an audience — for a push notification, a geofenced message or an automation — pick Customers in a saved segment and choose it from the list.

Saving copies the segment's filters onto that push, geofence or automation, so editing the segment later doesn't change something you've already set up. To pick up an edit, open the geofence or automation and save it again. If a segment is deleted, anything that used it asks you to choose a new audience the next time you edit it.

Tip

Start broad, then narrow. Add one filter at a time and watch the count. If it drops to zero, two filters are probably contradicting each other.

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