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Create and delete customer segments

Last update: Wed Nov 13 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Creating a customer segment is similar to building a cart price rule, except that the options include customer segment-specific attributes.

Customer segments list {width="700" modal="regular"}

Customer Segments grid

Column
Description
ID
The unique ID of customer segment.
Segment
The name of customer segment.
Status
Indicates whether the customer segment is Active or Inactive.
Website
Indicates the website to which the customer segment belongs.

Prerequisite: 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 the Customer Segments section.

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

    Customers configuration - customer segments {width="600" modal="regular"}

  5. (Optional) To disable real-time validation for customer segments, set Real-time Check if Customer is Matched by Segment to No.

    When you disable real-time validation, customer segments are validated by a single combined condition SQL query. Disabling this function improves performance of segments validation if there are many customer segments in the system. However, the validation does not work with a split database or when there are no registered customers.

  6. When complete, click Save Config.

Create a segment

The following steps use an example for creating a customer segment that targets female customers in Los Angeles.

Step 1: Add a customer segment

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

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

  3. Enter a Segment Name that identifies the customer segment when working in the Admin.

  4. Enter a brief Description that explains the purpose of the segment.

  5. Set Assigned to Website to the website where the customer segment can be used.

  6. Set the Status to Active or Inactive.

  7. To identify the customer types that you want to use for applying the segment, set Apply to to one of the following:

    • 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.
    note tip
    TIP
    If you are creating a segment based on customer attributes stored in a customer account, it is a best practice to apply the segment to registered customers only.
    note note
    NOTE
    If a segment applies to Visitors and Registered Customers, the Matched Customers displays only Registered Customers. This is the case even if visitors can be targeted based on conditions that apply to them. For Visitors only segments, no Matched Customers tab is displayed.

  8. Click Save and Continue Edit.

    After saving the segment General Properties, additional options become available in the left panel.