Customer segments in price rules

Last update: 2023-07-11
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A customer segment can be used for targeted promotions by associating it with a cart price rule.

Cart price rule - targeted customer segment

To associate a segment with a cart price rule:

  1. On the Admin sidebar, go to Marketing > Promotions > Cart Price Rules.

  2. Open a new or existing rule:

    • To use a new rule, click Add New Rule in the upper-right corner.
    • To use an existing rule, click the rule in the list to open it in edit mode.
  3. Scroll down and expand the Conditions section.

  4. Add the condition.

    • Click the Add (List icon) icon, which displays the list of conditions. Then, choose Customer Segment.
    Cart price rule - add customer segment condition

    By default, the condition is set to find a matching condition. If needed, click the matches link and change the operator to one of the following:

    • does not match
    • is one of
    • is not one of
    Condition operator
  5. To target a specific segment, click the More link to display additional options. Then, click the Chooser (List icon) icon to display the list of customer segments.

  6. In the list, select the checkbox of each segment that you want to target with the condition.

    Cart price rule - condition chooser list
  7. Click Select to place the selected customer segments into the condition.

  8. Complete the rest of the price rule as needed.

  9. When complete, click Save.

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