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Documentation Index

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Customer segments allow you to group accounts together for special uses, such as marketing initiatives, discounts, or price lists. Segments can be more useful than attributes for creating broad customer classifications.

Watch: Customer Segments

See how to create and manage customer segments
For example, you want to reward loyal, high-value customers with a free shipping discount on all future orders, and you’ve determined that all shoppers who spend more than $1,000.00 lifetime should qualify. You can create a VIP customer segment, add all applicable shoppers to the segment, and create a discount that applies to the segment. In most cases when using price lists, customer segments also drive the product pricing for which shoppers are applicable. Refer to Price Lists for more information. Customer segments are primarily used by instances of the Kibo Composable Commerce Platform with the Kibo eCommerce solution, rather than Order Management-only implementations.

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Create a Customer Segment

To create a segment:
  1. Go to Main > Customers > Customer Segments.
  2. Click Create New Customer Segment.
  3. Enter a Code, Name, and (Optional) a Description that have meaning to you.
For example, you can create the following VIP segment:Example customer segment for VIP customers

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Add Customers to Segments

You can either add multiple customers at a time to a single customer segment, or you can add multiple segments at a time to a single customer account. Refer to the following sections for more information.

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Add Multiple Customers to Single Segment

To add multiple customer accounts to a single segment:
  1. Go to Main > Customers > Customer Segments.
  2. Expand the actions menu next to the customer segment you want and click Add Customers.The customer segments grid with a callout for the Add Customers button
  3. Select the appropriate customers using the checkboxes:The Add Customers module with example customers selected
  4. Click Apply.

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Add Multiple Segments to Single Customer

To add multiple segments to a single customer account:
  1. Go to Main > Customers > Customers.
  2. Select the customer account to which you want to add to the segment(s).
  3. In the Customer Segments section, click Add:Callout of the Add button for customer segments in account configurations
  4. Select the appropriate segment(s) using the checkboxes:The Select Segments module with the VIP segment circled
  5. Click Apply.
  6. In the customer account details page, click Save.