Lightspeed POS Integration & Customer Segmentation Documentation

1. Single-Click Authentication & Data Sync

The integration features a streamlined activation process designed to minimize technical friction:

One-Click Connection: Merchants can connect Lightspeed POS to Umbrella seamlessly with a single button click in the dashboard, initializing secure OAuth authentication.
Core Data Ingestion: Once authorized, Umbrella automatically fetches and continuously syncs historic and real-time transaction components, including:

Order Data: Complete transactional details, order history, timestamps, and order channels.
Product Data: Catalog structural info, SKUs, inventory categories, and pricing matrices.
Customer Profiles: Contact demographics, identities, and unique retail purchase histories.

2. Pre-Defined Segmentation Matrix

Using the synced retail data from Lightspeed, Umbrella populates an array of automated, pre-defined behavioral segments to track health indicators like valid phone numbers, valid emails, total customer counts, and total revenue per segment.

Pre-Defined Segment	Functional Application / Definition
Paying Customers	All unified consumer profiles who have successfully completed at least one transaction.
Most Active Customers	Shoppers who exhibit the highest frequency of store visits and interactions over a designated timeframe.
First Purchase	New customer who have recently transitioned from prospects by completing their very first order.
Never Purchased	Acquired leads, subscribers, or walking store profiles who have not yet converted into active buyers.
Lost	Historical shoppers who have completely ceased buying activities beyond the expected lifecycle window.
At Risk	Previously active users whose purchasing velocity has dropped significantly, showing signs of potential churn.
Active	Current consumers who consistently engage, browse, or purchase within the standard operational window.
Full Price Customers	Buyers who purchase products exclusively at standard retail pricing without applying discounts or promo codes.
Value Shoppers	Price-sensitive consumers who primarily complete checkouts when items are discounted, on sale, or attached to promotions.
High AOV	Premium accounts maintaining a high Average Order Value that places them well above the store standard.
Low AOV	Patrons who regularly make purchases but maintain a lower spending average per individual transaction.
Big Spenders	High-value shoppers grouped by significant total monetary investments across their entire lifetime.
VIP Customers	Top-tier consumer profiles exhibiting a powerful combination of high lifetime spend, loyalty, and purchase frequency.
Big Ticket Spenders	Individuals targeting individual luxury or large-scale retail items with high individual product value.
Small Ticket Spenders	Frequent or infrequent buyers focusing outlays primarily on lower-cost accessories, add-ons, or entry-level stock.
Location-Based (e.g., Mota Varachha – All Customers)	Geographic cohorts isolating all users associated with specific physical store locations, regions, or outposts.

3. Secondary Custom Segmentation Capabilities

Beyond automated pre-defined groupings, operators can build granular custom target lists by combining standard identity attributes with behavioral financial metrics. Filters include:

Demographic & Identity Attributes: Filter target audiences by geographic State, verified Phone Number presence, valid Email ID availability, and User Name patterns.
Financial & Transactional Metrics: Group consumers according to Lifetime Customer Revenue or Total Number of Orders executed across their lifecycle.