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).
Step 1. Enable Customer Segments
On the Admin sidebar, click Stores. Then under Settings, choose Configuration.
In the left-side pane under Customers, click Customer Configuration.
Expand the Customer Segments section.
Verify that Enable Customer Segment Functionality is set to “Yes”.
When complete, click Save Config.
Step 2: Add a Customer Segment
On the Admin sidebar, click Customers. Then, choose Segments.
In the upper-right corner, click Add Segment.
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
Additional options become available in the left-side pane.
Step 3: Define the Conditions
In the left-side pane, click Conditions.
The default condition begins, “If ALL of these conditions are TRUE:”.
To create a condition that targets the Millennial Generation (1981-1996), do the following:
Click Add ( ) to display the list of conditions. Then, in the drop-down list under Customer, select “Date Of Birth”.
Click is to display the condition control options. Select “equals or greater than” in the drop-down list.
Equals or Greater Than
Click the default date value and replace with “1977-01-01”. Then, click the green checkmark ( ) to save the condition setting.
Condition Line 1
On the next line, click Add ( ). Then, in the drop-down list under Customers, again select “Date of Birth”.
Click is to display the condition control options. Select “equals or less than” in the drop-down list.
Replace the inserted date with “1994-12-31”. Then, click the green checkmark ( ) to save the condition setting.
Condition for Millennium Generation
Click Save and Continue Edit.
Step 4: Generate the List of Matched Customers
In the left-side pane, click Matched Customers to display all customers who match the condition.
When complete, click Save.
The customer segment can now be used for targeting promotions, content, and mailings.
Segment Information Fields
|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 include:
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.