Table of Contents

• Introduction
• Before You Start
• Step 1: Open Order Segmentation
• Step 2: Create Your Segmentation
• Step 3: Add Segment Rules
• Step 4: Set Segment Priority
• Step 5: Test Your Segmentation
• Step 6: Choose Your Metrics
• Step 7: Save and View Your Segments
• Segment Combinations
• Supported Reporting
• Important Constraints
• Order Segmentation FAQ

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Introduction

Order Segmentation makes it easy to break down attributed revenue and orders into meaningful groups directly within your Northbeam dashboard.

You can create segmentations using:

• Order tags
• Discount codes
• Shipping country

For example, you could create a Promo Code segmentation to group orders based on the discount code used.

Segmentation: Promo Code

Segments:

• Podcast
• YouTube
• IG Influencers
• Friend Referrals

Each segment can contain the discount codes associated with that group.

For example, the Podcast segment could include all promo codes used by podcast partners, while the YouTube segment could include promo codes used by YouTube creators.

Northbeam will then assign orders to the appropriate segment based on the discount code used on the order.

Once created, you can compare Revenue, Orders, ROAS, CAC, and other supported metrics across each segment alongside your existing performance data.

This gives you a fast way to answer questions like:

• How much revenue came from podcast promo codes?
• How many new customers came from influencer codes?
• How does CAC compare across different partner groups?

Previously, this type of reporting often required custom workarounds or separate dashboards. Order Segmentation lets you create and manage these groups directly in Northbeam.

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Before You Start

Order Segmentation is the easiest way to break down order groups directly within a single Northbeam dashboard. It is quick to set up and does not require custom development or coordination between your development team and Northbeam.

Separate dashboards can offer more flexibility for specific use cases, but they require additional setup and development work on both sides and are only available on certain service plans.

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Step 1: Open Order Segmentation

Go to:

https://dashboard.northbeam.io/order-segmentations

If you do not see Order Segmentation in your account, contact Northbeam and we can enable it for you.

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Step 2: Create Your Segmentation

Click Add Segmentation.

Think of a segmentation as the overall category and segments as the groups within it.

For example:

Segmentation: Promo Code

Segments:

• Podcast
• YouTube
• IG Influencers
• Friend Referrals

This setup lets you compare performance based on the type of promo code used on an order.

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Step 3: Add Segment Rules

For each segment, define the rules Northbeam should use to match orders.

You can currently build rules using:

• Order tags
• Discount codes
• Shipping country code

For example, a Podcast segment could use:

Discount code → is one of → [list of podcast promo codes]

Use Bulk edit when adding a larger list of values.

You can also use:

• AND conditions when multiple conditions must be true
• OR groups when an order can match one of several sets of conditions

Supported operators include:

• Equals
• Contains
• Starts with
• Ends with
• Is one of
• Does not equal
• Does not contain
• Case-insensitive versions of supported operators

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Step 4: Set Segment Priority

Segments are evaluated from top to bottom.

If an order matches more than one segment within the same segmentation, the first matching segment wins.

For example:

1. Podcast
2. YouTube
3. IG Influencers

If an order matches both Podcast and YouTube, Northbeam assigns it to Podcast because Podcast has the higher priority.

Drag and reorder segments to change their priority.

An order can only match one segment within the same segmentation.

However, the same order can belong to segments across different segmentations.

For example:

• Promo Code: Podcast
• Market: United States

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Step 5: Test Your Segmentation

Before saving, click Test in the upper-right corner.

Northbeam will show how many orders matched each segment during the selected lookback period.

You can test against the last:

• 7 complete days
• 14 complete days
• 30 complete days
• 60 complete days
• 90 complete days

The test counts orders, not attributed revenue.

Use the test to confirm:

1. Your rules match the orders you expect.
2. Your segment priority is correct.
3. Orders are not unexpectedly falling into (not set).

What does (not set) mean?

(not set) contains orders that did not match any segment in that segmentation.

If your counts look lower than expected, check (not set) first.

You can also click View matched orders to review the individual orders assigned to each segment.

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Step 6: Choose Your Metrics

Revenue and Orders are available for each segment, including New and Returning customer variants.

You can also enable:

• ROAS
• CAC
• ECR
• AOV

For example, a Promo Code segmentation could create metrics such as:

• Promo Code: Podcast Revenue
• Promo Code: Podcast Orders
• Promo Code: Podcast CAC
• Promo Code: YouTube Revenue
• Promo Code: IG Influencers Revenue

How Spend and Visit Metrics Work

Order Segmentation only splits conversion-based metrics, such as Revenue and Orders.

It does not split:

• Spend
• Visits

This means segment-level Spend and Visits do not exist.

Metrics that depend on Spend or Visits use the row's total value:

• Segment ROAS = Segment Revenue / Total Spend
• Segment CAC = Total Spend / Segment Orders
• Segment ECR = Segment Orders / Total Visits

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Step 7: Save and View Your Segments

Once your setup looks correct, click Save.

Changes apply to historical orders immediately. There is no historical backfill to wait for because Northbeam evaluates the segmentation rules when the data is queried.

To add segment metrics to the Sales page:

1. Go to the Sales Page.
2. Click Customize Table.
3. Find Order segments.
4. Select the metrics you want to add.

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Segment Combinations

Segment Combinations let you combine existing segments into a broader reporting group.

For example, if your Promo Code segmentation contains:

• Podcast
• YouTube
• IG Influencers
• Friend Referrals

You could create a combination for:

Podcast + YouTube + IG Influencers

This lets you keep the individual segments while also reporting on the combined group.

To create a Segment Combination:

1. Open the Segment Combinations tab.
2. Select the segmentation.
3. Select the segments you want to combine.
4. Enter a name.
5. Click Test.
6. Click Save.

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Supported Reporting

Order Segmentation is currently supported in:

Order Segmentation is not currently supported in:

• Data Export
• Scheduled Reports
• Profit Benchmarks
• MMM
• Incrementality
• LTV
• Model Comparison
• Performance Alerts / Monitor
• Hourly reporting
• Clicks + Deterministic Views
• Clicks + Modeled Views

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Important Constraints

Touchpoint-Based Metrics Refresh Once Per Day

Order Segmentation uses Northbeam's touchpoint-based metrics.

These metrics are rebuilt once per day. This is the same cadence used by other features that rely on touchpoint data.

Examples include:

• Order Segment metrics
• Clicks + Deterministic Views
• Custom Metrics that depend on touchpoint-based metrics

Standard metrics may update more frequently.

Because of this, date ranges that include today can show differences between Order Segment metrics and fresher standard metrics.

For the cleanest comparison, use a date range that ends yesterday.

Hourly reporting is not currently supported.

Clicks + Deterministic Views and Clicks + Modeled Views

Only click-based attribution models currently support segmented reporting.

Clicks + Deterministic Views and Clicks + Modeled Views will still appear in your dashboard, but Northbeam cannot currently break those results down by Order Segment.

For example, Northbeam can show your total Clicks + Deterministic Views Revenue, but cannot split that revenue into Podcast, YouTube, or other Order Segments.

You can continue using these models for overall performance while using click-based attribution models for segmented reporting.

Unmatched Orders

Orders that do not match a defined segment fall into:

(not set)

Include (not set) when reconciling segment totals.

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Order Segmentation FAQ

Do I need to wait for a backfill?

No. New and edited segmentations can apply to historical orders immediately.

What does (not set) mean?

(not set) contains orders that did not match any segment within that segmentation.

Can an order match multiple segments?

Within the same segmentation, no.

If an order matches multiple segments, the first matching segment wins.

Across different segmentations, yes.

Can I change segment priority?

Yes. Drag and reorder your segments.

Northbeam evaluates them from top to bottom.

Can I preview a segmentation before saving?

Yes. Click Test to see how many orders match each segment.

The test counts orders, not attributed revenue.

Can I use segment metrics in Custom Metrics?

Yes. Supported Order Segment metrics can be used in Custom Metrics.

Can I export segment metrics?

No. Segment metrics are not currently supported in Data Export or Scheduled Reports.

Does Order Segmentation support hourly reporting?

No. Segmented metrics are available at the daily level and refresh once per day.

Does Order Segmentation work with Clicks + Deterministic Views or Clicks + Modeled Views?

Not at the segmentation level.

These models will still appear in your dashboard for overall performance, but they cannot currently be broken down by Order Segment.

Use a click-based attribution model for segmented reporting.

Why don't my segment totals match standard Revenue?

Check the following:

1. Does your date range include today? Segmented metrics refresh once per day, while some standard metrics may update more frequently.
2. Are orders falling into (not set)? Include (not set) when reconciling your totals.

Does Order Segmentation work with Amazon orders?

Partially.

Shipping country and discount code rules can work with Amazon orders.

Amazon does not provide merchant-created order tags in the same way Shopify does. Rules based on Shopify or Orders API order tags will generally not match Amazon orders and may fall into (not set).

Amazon PII is also removed after 90 days, so keep this in mind when reviewing older Amazon order data.