Create and delete customer segments
Creating a customer segment is similar to building a cart price rule, except that the options include customer segment-specific attributes.
Customer Segments grid
Prerequisite: Enable customer segments
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On the Admin sidebar, go to Stores > Settings > Configuration.
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In the left panel, expand Customers and choose Customer Configuration.
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Expand the Customer Segments section.
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Verify that Enable Customer Segment Functionality is set to
Yes.
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(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.
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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
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On the Admin sidebar, go to Customers > Segments.
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In the upper-right corner, click Add Segment.
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Enter a Segment Name that identifies the customer segment when working in the Admin.
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Enter a brief Description that explains the purpose of the segment.
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Set Assigned to Website to the website where the customer segment can be used.
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Set the Status to Active or Inactive.
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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 onlyRegistered Customers. This is the case even if visitors can be targeted based on conditions that apply to them. ForVisitorsonly segments, noMatched Customerstab is displayed. -
Click Save and Continue Edit.
After saving the segment General Properties, additional options become available in the left panel.
General Properties
Active / InactiveStep 2: Define the conditions
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In the left pane, click Conditions.
The default condition begins with If ALL of these conditions are TRUE: on the page.
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Create a condition that targets female customers:
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Click the Add icon to display the list of conditions and select
Gender. -
Leave the default is condition control option.
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Click … and select
female.
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Create another condition that targets residents of Los Angeles:
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On the next line, click the Add icon and select
Customer Address.This action creates a parent condition where you can define one or more address fields to match.
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Click the Add icon to display the list of address fields and select
City. -
Click is to display the condition control options and select
contains. -
Click … and enter
Los Angeles. -
On the next line, click the Add icon and select
State/Province. -
Leave the default is condition control option.
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Click … and select
United States > California.
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Click Save and Continue Edit.
Step 3: Review the list of matched customers
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In the left pane, click Matched Customers to display all customers who match the condition.
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If the list of customers meets your goal, click Save to complete the customer segment.
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The customer segment can now be used for targeting promotions, content, and mailings.
Matched Customers grid
Remove a customer segment
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On the Admin sidebar, go to Customers > Segments.
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Find the segment to be deleted and select it.
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In the menu bar, click Delete button.
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To confirm the action, click OK.
Button bar
Customer segments demo
Watch this video for a demonstration of creating customer segments: