Creating or editing a customer segment (Legacy)

A customer segment defines a specific groups of customers to be targeted by promotions or campaigns.

1. In Commerce Manager, go to Marketing > Customer Segments.
   —Image: Customer segments—

   

2. Click New Segment or select an existing customer segment. The Segment Edit page appears.
   —Image: New segment—

   

3. Fill out the Segment Edit page.
   —Image: editing segment properties—

   

   • Segment Name. Enter a name, such as Los Angeles Customers.
   • Display Name. Enter the name that appears to users when associating this customer segment when Creating a Marketing Campaign.
   • Description. Enter notes about the segment.
   • Members. Select from a list of contactCommerce: An individual with personalized information (name, address, email, and so on), created when a user on the front-end registers to make a purchase. You can also manually create a contact account from the back-end, assign the contact to organizations or organization units, and assign permissions based on role. to assign to this customer segment. Select the name from the drop-down and then click add member. You can exclude a member by clicking Exclude member and then clicking add member.
4. 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.

The following example shows how to specify conditionsCompany X or Winearts emails as part of this customer segment.

1. Click New Condition on the Segment Edit page.
2. Enter an Expression Name, such as Company X or Email Addresses.
3. Set up the conditions based on the following image.
   —Image: conditions—

   

4. Click OK to save the conditions.
   —Image: saving new conditions—