Creating a Customer Segment

Creating a customer segment is similar to building a cart price rule, except that the options include customer-specific attributes. The following example shows how to create a customer segment that targets Millennials (born between 1981-1996).

Customer segments list Customer Segments

Step 1. Enable Customer Segments

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Customers and choose Customer Configuration.

  3. Expand Expansion selector the Customer Segments section.

  4. Verify that Enable Customer Segment Functionality is set to Yes.

    Customers configuration - customer segments Customer Segments

  5. When complete, click Save Config.

Step 2: Add a Customer Segment

  1. On the Admin sidebar, go to Customers > Segments.

  2. In the upper-right corner, click Add Segment.

  3. Complete the Segment Information.

    • Enter a Segment Name to identify the customer segment when working in the Admin.
    • Enter a brief Description that explains the purpose of the segment.
    • Set Assigned to Website to the website where the customer segment can be used.
    • To activate the customer segment, set Status to Active.
    • To identify the customers that this segment applies to, set Apply to to one of the following:

      • Visitors and Registered Customers
      • Registered Customers
      • Visitors

      Additional options become available in the left pane.

    Segment information Segment Information

Step 3: Define the Conditions

  1. In the left pane, click Conditions.

    The default condition begins, “If ALL of these conditions are TRUE:”.

    Customer segment conditions Conditions

  2. To create a condition that targets the Millennial Generation (born 1981-1996), do the following:

    • Click Add (Add icon ) to display the list of conditions and select Date Of Birth.

    • Click is to display the condition control options and select equals or greater than.

      Condition operator - equals or greater than Equals or Greater Than

    • Click the default date value and replace it with 1977-01-01.

    • Click the green checkmark ( Green checkmark ) to save the condition setting.

      Customer segment condition Condition Line 1

    • On the next line, click Add (Add icon ) and again select Date of Birth.

    • Click is to display the condition control options and select equals or less than.

    • Replace the inserted date with 1994-12-31.

    • Click the green checkmark ( Green checkmark ) to save the condition setting.

      Condition for Millennial generation customer segment Condition for Millennial Generation

  3. Click Save and Continue Edit.

Step 4: Generate the List of Matched Customers

  1. In the left pane, click Matched Customers to display all customers who match the condition.

    Matched customers Matched Customers

  2. When complete, click Save.

The customer segment can now be used for targeting promotions, content, and mailings.

Segment Information Fields

Field Description
Segment Name A name that identifies the segment for internal reference.
Description A brief description that explains the purpose of the segment for internal reference.
Assigned to Website The single website where the segment can be used.
Status Activates and deactivates the segment. Any associated price rules and banners are deactivated when the segment is disabled. Options include: Active / Inactive.
Apply to Defines the customer types to which the segment is applied. The selection influences the set of conditions available for creating the segment. The setting cannot be changed after the segment is saved. Options:
Visitors and Registered Customers - Includes all shoppers, regardless of whether they are logged in to an account.
Registered Customers - Includes only shoppers who are logged in to an account.
Visitors - Includes only shoppers who are not logged in to an account.