Intelligence

Customer Segmentation for Recovery

A $29/month customer who just signed up needs a different recovery approach than a $999/month customer who's been with you for 3 years. Segmentation makes it happen.

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Rezoki's segmentation engine automatically categorizes customers by plan type, subscription tenure, lifetime value (LTV), payment history, engagement level, and custom attributes you define. Each segment gets a tailored recovery strategy — different email tone, different retry aggressiveness, different channel mix, and different escalation rules. This personalization drives significantly higher recovery rates than one-size-fits-all dunning.

The Problem

Treating all failed-payment customers the same is like sending the same marketing email to prospects and loyal customers. A brand-new subscriber who failed their first payment needs gentle onboarding help. A 3-year enterprise customer needs white-glove attention. A low-plan free-trial converter needs a quick, efficient recovery. Without segmentation, your most valuable customers get the same generic treatment as everyone else — and your recovery rate suffers.

How It Works

1

Automatic Segmentation

Rezoki automatically segments customers using Stripe data: plan type, MRR, subscription age, payment history, and failure patterns.

2

Custom Segment Rules

Add your own segmentation criteria: customer tags, usage data, industry, company size, or any custom attribute you track in Stripe metadata.

3

Segment-Specific Strategies

Assign recovery strategies per segment: enterprise gets voice calls, SMB gets email-only, new customers get gentle first-touch, churning customers get retention offers.

4

Performance by Segment

Track recovery rates, time-to-recovery, and revenue impact per segment. Optimize strategies based on segment-level data.

Key Benefits

Personalized Recovery at Scale

Every customer gets treatment appropriate to their value and relationship with your product, without manual intervention.

Protect High-Value Relationships

Enterprise and high-LTV customers get priority treatment, voice calls, and white-glove recovery that protects the most valuable relationships.

Efficient Resource Allocation

Don't spend voice call credits on $9/month customers. Don't send generic emails to $999/month accounts. Segmentation ensures resources go where they matter most.

Higher Overall Recovery

Segment-specific strategies consistently outperform one-size-fits-all by 20-30%. Each segment gets the approach most likely to work for that group.

Real-World Use Cases

Scenario

A $999/month enterprise customer's payment fails

Outcome

The enterprise segment triggers immediate AI voice call + personal email from "their" account manager. Recovery priority is highest. 78% of these customers recover within 48 hours.

Scenario

A $29/month customer on their second month fails

Outcome

The new-customer segment sends a warm, onboarding-style email explaining the payment issue and offering help. The tone is welcoming, not urgent. 45% recover within a week.

Scenario

A customer who has failed 3 times in the past year fails again

Outcome

The repeat-failure segment triggers a different approach: offer to switch payment methods, suggest annual billing for stability, or provide a temporary discount to prevent permanent churn.

+25%

Recovery improvement from segmentation

6

Default segments

Unlimited

Custom segment limit

Related Features

Frequently Asked Questions

What default segments does Rezoki create?+
Rezoki automatically creates six segments: Enterprise (high MRR), Growth (mid-tier), Starter (low-tier), New Customer (< 90 days), Loyal Customer (> 1 year), and At-Risk (previous failures). You can customize these or create additional segments.
Can I create segments based on custom data?+
Yes. You can segment by any data available in your Stripe metadata, including industry, company size, feature usage, geographic region, or any custom tags you apply. Segments can combine multiple criteria with AND/OR logic.
How does segmentation affect the dunning sequence?+
Each segment can have a completely different dunning sequence: different email templates, different timing, different channel mix (email vs. voice), different escalation rules, and different retry strategies. You control how each segment is handled.
Can a customer be in multiple segments?+
Yes. A customer might be both "Enterprise" and "Loyal Customer." Rezoki uses a priority system to determine which segment's strategy takes precedence, and you can customize the priority order.
Does segmentation work with A/B testing?+
Yes. You can run A/B tests within specific segments. For example, test whether voice calls improve recovery for your enterprise segment while keeping email-only for your starter segment. This gives you segment-specific optimization insights.

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