Creating a Customer Segment

Customer Segments defines a specific groups of customers to be targeted by Promotions or Campaigns.

Creating a Customer Segment Assigned to Contacts

Go to Marketing > Customer Segments.

Click on New Segment on the menu bar to open the Segment Edit page.

1. Enter a Segment Name, such as "Los Angeles Customers."
2. Enter in a Display Name, which will appear to users when associating this customer segment when Creating a Marketing Campaign.
3. Enter a Description.
4. Select from a list of contactsUsers that are created either when an external customer registers on the public site or when a Commerce Manager admin creates them directly from the Commerce Manager; typically, users that are internal to your organization are assigned to organizations or organization units and assigned varying permissions based on role. By default, new users that are created by registering from the public site are given the "Registered" and "Everyone" roles. from the Members drop-down to assign them to this customer segment. Select the name from the drop-down and then click add member. You can choose to Exclude member by clicking on the checkbox and then clicking add member.
5. Once done, click OK to save the customer segment.

Creating a Customer Segment with Conditions

Instead of assigning members manually to a customer segment, you can use Conditions to apply rules. If a customer satisfies the conditions, then the customer is part of the customer segment.

To add conditions to the customer segment, click on New Condition on the Segment Edit page. This example will show how to specify "Company X" or "Winearts" emails as part of this customer segment.

Enter an Expression Name, such as "Company X or Email Addresses."

Setup the conditions based on the image below.

Click OK to save the Conditions.

Version: EPiServer Commerce 1 R2 SP2| Last updated: 2012-09-20 | Copyright © EPiServer AB | Send feedback to us