Customer segments enable retailers to dynamically display content and promotions to specific customers, based on address, previous orders, the contents of their shopping carts, and so on. Retailers can optimise marketing plans based on targeted segments with shopping cart price rules and banners. You can generate reports and export the segmentation list of targeted customers. As customer segment information is dynamic, it is updated constantly so customers can be associated and dissociated from a segment as they progress through the buying cycle. Customer segments are also a great way of finding out general information about your customers and using that data for additional strategies.
Customer segments are established in a similar way to catalog price rules and shopping cart rules. Before you start, ensure the customer attribute you wish to use has the ‘Use in customer segment’ property set to ‘Yes’.
You can do this within the Magento 2 admin by navigating to Stores > Attributes > Customer then select the attribute you want to use and change ‘Use in customer segment’ property to ‘Yes’.
Customer Address Fields
You can define any of the address fields, such as city or country. Any address in a customer’s address book can match these conditions for the customer to match. Or, you can specify that only the default billing or shipping addresses can be used to match a customer. Customer address attributes are available only for customers who are logged in to their accounts.
Customer Information Fields
Miscellaneous customer information can be defined, including Customer Group, name, email, newsletter subscription status, and Store Credit balance. Customer information is available only for customers who are logged in to their accounts.
Cart properties can be based on either quantity (line items or total quantity) or the value (grand total, tax, gift card, etc.) of the cart contents.
You can reference products that are currently in the shopping cart or wish list, or that have previously been viewed or ordered. You can also set a date range for when this occurred. The products are defined using product attributes.
Order characteristics for past orders can be defined based on the billing/shipping address in the order, the total or average amount or quantity of the orders, or the total number of orders. You can also set a date range for when this occurred, and the order status of the orders that match these conditions. Available only for customers who are logged in. Conditions that are set for shoppers who are not logged in stop working when they log in.
Creating a customer segment is similar to building shopping cart price rules. The only difference is the options also include customer-specific attributes.
A name that identifies the segment for internal reference.
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.
Activates and deactivates the segment. Any associated price rules and banners are deactivated when the segment is disabled. Options include: Active / Inactive.
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.
Try it for yourself
Use our demo store to try out customer segmentation for yourself. If you are a retailer interested in finding out more about Magento 2, contact firstname.lastname@example.org and request a demo and we will send you access information for our Fluid Digital demo store.
Fancy a Magento 2 demo?
Contact us here and we will arrange a time and date to show you more Magento features.
Note: The information in this article was correct as of 27/11/2019 for Magento V2.3.3 Commerce Cloud