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Order segmentation classifies each order into meaningful groups for reporting and analysis. These classifications power filters, breakdowns, and metrics throughout your dashboards.

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Key Segmentation Dimensions

Sales Channel (sm_channel)

Groups orders by sales channel, integration path, acquisition source, and special order types

Order Type (sm_order_type)

Subscription vs one-time classification using multi-signal detection

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How Segmentation Works

Each segmentation dimension uses a determination hierarchy that evaluates multiple signals to assign the correct classification. The system prioritizes explicit signals (like platform integrations and exclusion tags) over inferred signals (like order tags and UTMs). For example, a TikTok Shop order from a direct integration is always classified as TikTok Shop—even if your config sheet has a rule that would otherwise match it.
See each dimension’s page for the specific hierarchy and signal priority used.

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Customizing Segmentation

You can override default channel assignments using the Channel Mapping tab in your configuration sheet. This allows you to:
  • Map specific UTM patterns to custom channels
  • Group orders by discount codes
  • Segment by order tags or SKUs
  • Assign orders to vendors for cost tracking

Creating Channel Mappings

Step-by-step guide to setting up custom channel mapping rules

Dimension Definitions

Full list of available dimensions including sm_channel and sm_sub_channel

Attribution Source Hierarchy

How UTM attribution data is selected when multiple sources exist