How to segment customers by purchase recency

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Lindqvarn Retail: documents · How to segment customers by purchase recency

Karin Sjöberg asked how to segment customers by purchase recency. Bethan Lister suggested purchase date filters. Bethan checked in on 29 Apr 2026; closure confirms approach worked.

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What this says

Current to 11 Oct 26

Karin Sjöberg asked how to segment customers by purchase recency. Bethan Lister suggested purchase date filters. Bethan checked in on 29 Apr 2026; closure confirms approach worked.

Problem: None; Karin wanted the best approach to build a recency-based customer segment.

Handling: Bethan offered a straightforward solution: use the purchase date field as a filter. She checked in 2 days later to confirm the approach worked.

Watch: Low-complexity how-to question with quick resolution. Recency segmentation is a Growth-tier feature (dashboards); if Karin is exploring it, she is gaining confidence with the builder.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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First response (min)114

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public_reply · Karin Sjöberg 27 Apr 2026 09:15
Do we have a built-in way to segment by purchase recency in the brain?
created · Karin Sjöberg 27 Apr 2026 17:12
Hi, I'm looking to create a segment of customers based on how recently they've purchased. Is there a best way to do this in the brain, or should I be building this query differently?
public_reply · Bethan Lister 27 Apr 2026 19:06
Hi Karin, good question. You can use the purchase date field in the brain to build this. Can you try filtering on purchase dates and let me know if that works for your use case? Thanks, Bethan
public_reply · Bethan Lister 29 Apr 2026 09:10
Just checking in: did the purchase date filter work for you? Happy to help if you need any tweaks. Bethan
status_change · Bethan Lister 30 Apr 2026 15:33
status_change · 4 May 2026 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Data	Records
Organisations	75
People at customers	290
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Documents	477
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Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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