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CenterEdge: Segmenting by Customer Status and Customer Type in Patch Segments

Overview

For CenterEdge-powered venues using Patch, you can now build Patch Segments based on CenterEdge Customer Status and Customer Type. This lets you target different kinds of customers – for example:
  • Only Active customers
  • Customers with a Suspended or Cancelled status
  • Specific Customer Types like Individual, Company/Business/Organization, Schools / School Clubs, Church, and more
This article explains where these fields show up in Patch Segments and how to use them when creating or editing segments.
 
 

Who this is for

This article is intended for:
  • Patch admins and marketers at locations that use CenterEdge as their POS/CRM.
  • Team members who manage Patch Segments for targeting contacts in blasts, automations, and reporting.

 

If your account is not connected to CenterEdge, you will not see these specific CenterEdge fields in the segment editor.

Requirements & prerequisites

Before you start:
  • Your Patch account must be integrated with CenterEdge.
  • CenterEdge must be syncing Customer records into Patch.
  • A recent sync (or a one-time Customer re-sync) should have completed so that CustomerStatus and CustomerType values are available in Patch.
  • You are familiar with the basics of creating and editing Patch Segments. For a general overview, see the Patch Segments docs (for example, the Segments overview and segment editor UI).

 

Available CenterEdge values (examples)

The values you see in Patch come directly from CenterEdge. Some example values mentioned in the implementation work are:
  • CustomerStatus: Active, Suspended, Cancelled
  • CustomerType: Individual, Company/Business/Organization, Schools / School Clubs, Church, and other types your venue may use

 

Your exact list may differ based on how CenterEdge is configured for your location.

Where to find these fields in Patch Segments

CenterEdge-specific fields are available when you edit a segment filter. Typically you will see them as filterable fields when building conditions for a segment.

 

You can open the segment editor from either of these places (depending on how your Patch account is set up):
  1. Settings → Segments
    • Go to Settings.
    • Open Segments to see the list of existing segments.
    • Click a segment name to edit it, or use a New Segment button to create a new one.
  2. Contacts module segment picker
    • In Contacts, use the search icon to open and edit an existing segment.
    • Use the Edit segment option to open the same segment editor.
Inside the segment editor, you will see conditions you can add for CustomerStatus and CustomerType on the customer or CenterEdge data source.
Note: The exact labels in the UI may vary slightly (for example, "Customer Status" vs. "CustomerStatus"), but they refer to the CenterEdge fields described above.

How to segment by CenterEdge Customer Status

Use this workflow when you want to include or exclude customers based on their status in CenterEdge.
 
 

Create or open a segment

  1. In Patch, go to Settings → Segments.
  2. Either:
    1. Click New Segment to create a new segment, or
    2. Click the name of an existing segment you want to edit.
  3. Confirm you are working on the correct Account (if you manage more than one account from the Segments page).
  4. Add a filter for Customer Status
  5. In the segment editor, locate the filters/conditions area.
  6. Add a new condition.
  7. In the field list, choose CE Customer Status.
  8. Choose an operator, such as is any of or is not in.
  9. Select one CenterEdge status values from the list:
    1.  Active
    2. Suspended
    3. Cancelled
  10. Save or apply the condition.

 

Example use cases

  • Active customers only
    • Condition: CE Customer Status is any of Active
    • Use this to target current, active customers for regular marketing.
  • Lapsed or cancelled customers
    • Condition: CE Customer Status is any of Suspended, Cancelled
    • Use this for win-back or re-engagement campaigns.

 

You can combine Customer Status with other conditions (for example, last visit date, membership information, or other Patch/CenterEdge fields) to create more precise segments.
 
 

How to segment by CenterEdge Customer Type

Use this workflow when you want different messaging or offers for different kinds of customers (individuals vs. organizations, schools, churches, etc.).

Create or open a segment

Follow the same steps as above to create or open a segment in the segment editor.

Add a filter for Customer Type

  1. In the segment editor, add a new condition.
  2. In the field list, choose CE Customer Type.
  3. Choose an operator, such as is any of or is not in.
  4. Select one or more CenterEdge customer types from the list. Examples include:
    • Individual
    • Company/Business/Organization
    • Schools/School Clubs
    • Church
    • Any additional Customer Types configured in your CenterEdge instance
  5. Save or apply the condition.

Example use cases

  • Groups vs. individuals
    • Condition: CE Customer Type is any of Schools / School Clubs, Church, Company/Business/Organization
    • Use this to send group-sales or group-event messaging.
  • Individual customers only
    • Condition: CE Customer Type equals Individual
    • Use this for general consumer campaigns.

 

Combining Customer Status and Customer Type

You can use both Customer Status and Customer Type in the same segment to narrow your audience.
 

Example: Active group customers

  • Condition 1: CE Customer Status is any of Active
  • Condition 2: CE Customer Type is any of Schools / School Clubs, Church, Company/Business/Organization

 

This targets only active group-oriented customers, which is useful for:
  • Promoting group events or fundraisers
  • Sending tailored information to churches or schools

Example: Cancelled individual customers

  • Condition 1: CE Customer Status is any of Cancelled
  • Condition 2: CE Customer Type is any of Individual

 

This targets lapsed individual customers that you may want to re-engage.

 

Notes, caveats, and troubleshooting

  • Values come from CenterEdge: Patch does not define the Customer Status or Customer Type values; they are pulled from your CenterEdge environment.
  • Customer-only data: These fields apply to Customer records. If you do not see expected values, confirm the underlying CenterEdge customer profile has the correct status/type.
  • Sync timing: If new values were recently added in CenterEdge, they will appear in Patch after the next data sync or after a one-time re-sync of Customers for CenterEdge accounts.
  • Missing or unexpected values:
    • If a particular status or type is missing from the list, verify that at least one customer in CenterEdge uses that value and that a sync has completed.
    • If values look incorrect or duplicated, check the configuration of Customer Types and Statuses in CenterEdge first.

 

If issues persist after verifying the above, share examples with the Patch support team, including the CenterEdge customer record and screenshots of the segment definition.
 
 

FAQs

Do segments update automatically when CE Customer Status or CE Customer Type changes in CenterEdge?

Yes. Segments are based on the latest synced data. When a customer’s status or type changes in CenterEdge and that change is synced to Patch, the customer will automatically be added to or removed from any segments whose conditions they match.
 
 

Can I edit CE Customer Status or CE Customer Type directly in Patch?

No. These fields are managed in CenterEdge. Patch treats them as read-only fields that are available for segmentation. To change a customer’s status or type, update the profile in CenterEdge and allow it to sync to Patch.
 
 

Why don’t I see CE Customer Status or CE Customer Type in the segment editor?

Common reasons include:
  • Your account is not connected to CenterEdge.
  • Customers from CenterEdge have not been synced into Patch yet.
  • A recent change in CenterEdge has not finished syncing.

 

If you believe your account should have CenterEdge data but you still don’t see these fields, contact Patch support at success@patchretention.com with example customer records for investigation.