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“Customer Segments” allow users 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.For example, we want to reward loyal, high-value customers with a “Free Shipping” discount on all future orders, and we’ve determined that all shoppers who spend more than one thousand dollars lifetime should qualify. We can create a “VIP” Customer Segment, add all applicable shoppers to it, and then create a discount that applies specifically to the Segment.In most cases when using Price Lists, Customer Segments also drive the product pricing for which shoppers are applicable. Customer segments, allow users 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. For example we want to reward loyal high-value customers with a free shipping discount on all future orders and we’ve determined that all shoppers who spend more than 1,000 lifetime should qualify. We can create a VIP customer segments at all, applicable, Shoppers to it and then create a discount that applies specifically to the segment. In most cases when using price lists customer segments also Drive the product pricing for which Shoppers are applicable. To navigate to “Customer Segments”, in the left menu, on the “MAIN” tab, click “Customers”, then click “Customer Segments”. To navigate to “Customer Segments”, in the left menu, on the “MAIN” tab, click “Customers”, then click “Customer Segments”. This is the “Customer Segments” menu. All existing Customer Segments will be listed here, where we can manage Segments and users.We will discuss all sections. This is the “Customer Segments” menu. All existing Customer Segments will be listed here, where we can manage Segments and users. We will discuss all sections. To create a new Customer Segment, we’ll click the “Create New Customer Segment” button on the top right. The editing process for any new or existing Segments happens directly in-line.The “ID” for the new Segment will be automatically generated by the system, and will be set once we save the Segment. Then we’ll add the “Code”, “Name”, and optional “Description”. Important note: after we save the new Segment, we will be unable to edit the “Code”. However, we will always be able to edit the “Name” and “Description” of the Segment.In this example, we’ll create a Segment with the code “VIP”, give it the name “VIP”, and then add the description “All customers who qualify for special pricing”. Then we’ll click the “Save” button. To create a new customer segment. We’ll click the create new customer segment button on the top, right? The editing process for any new or existing segments happens directly in line. The ID for the new segment will be automatically generated by the system, and will be set once we save the segment. Then we’ll add the code name and optional description. Important note, after we save the new segment, we will be unable to edit the code. However, we will always be able to edit the name and description of the segment. In this example, we’ll create a segment with the code VIP, give it the name VIP and then add the description. All customers who qualify for special pricing. Then we’ll click the save button. We have now created a new Customer Segment. We can create as many Segments as needed. We have now created a new Customer Segment. We can create as many Segments as needed. Clicking the “Ellipses” on a Customer Segment opens a menu where we can “Add Customers”, “Remove Customers”, or “Delete Segments” entirely. We’ll discuss all of these, starting with “Add Customers”. Clicking the “Ellipses” on a Customer Segment opens a menu where we can “Add Customers”, “Remove Customers”, or “Delete Segments” entirely. We’ll discuss all of these, starting with “Add Customers”. There are a couple of ways to add customers to a Customer Segment. First, clicking “Add Customers” on the Ellipses menu for the Segment will bring up a modal of all available customers. There are a couple of ways to add customers to a Customer Segment. First, clicking “Add Customers” on the Ellipses menu for the Segment will bring up a modal of all available customers. We’ll select the desired accounts using the checkboxes on the far left, then click “Apply”. All of the selected customers have now been added into the selected Customer Segment. We’ll select the desired accounts using the checkboxes on the far left, then click “Apply”. All of the selected customers have now been added into the selected Customer Segment. Alternatively, we can assign Customer Segments individually through the “Customer Account Detail” page. We discussed the “Customer Account Detail” page in a separate video.On a Customer’s Account page, in the “General” section, there is a “Customer Segments” field. Any Segments that have been created can be added to the Customer’s Account by clicking into the field and selecting all applicable Segments. When we have updated the Segment assignment, we’ll click “Save” on the top right. Alternatively, we can assign Customer Segments individually through the “Customer Account Detail” page. We discussed the “Customer Account Detail” page in a separate video. On a Customer’s Account page, in the “General” section, there is a “Customer Segments” field. Any Segments that have been created can be added to the Customer’s Account by clicking into the field and selecting all applicable Segments. When we have updated the Segment assignment, we’ll click “Save” on the top right. Removing customers from a Customer Segment is done in a similar way as adding customers. First, clicking “Remove Customers” in the “Ellipses” menu for the Segment will open a modal displaying all customers that have been added to the Segment. Removing customers from a Customer Segment is done in a similar way as adding customers. First, clicking “Remove Customers” in the “Ellipses” menu for the Segment will open a modal displaying all customers that have been added to the Segment. Again, we’ll select the desired accounts using the checkboxes on the far left, then click “Apply”. All of the selected customers have now been removed from the selected Customer Segment. Again, we’ll select the desired accounts using the checkboxes on the far left, then click “Apply”. All of the selected customers have now been removed from the selected Customer Segment. Alternatively, we can remove Customer Segments individually through the “Customer Account Detail” page. In the “Customer Segments” field, we can click the “X” next to the Segment we want to remove. Then we’ll click “Save” on the top right. Alternatively, we can remove Customer Segments individually through the “Customer Account Detail” page. In the “Customer Segments” field, we can click the “X” next to the Segment we want to remove. Then we’ll click “Save” on the top right. If we no longer need a Customer Segment and wish to remove it from the system, we can click “Delete Segment” in the Ellipses menu. If we no longer need a Customer Segment and wish to remove it from the system, we can click “Delete Segment” in the Ellipses menu. This will open a modal window confirming that we want to “Delete the Segment”. We’ll click “OK”. This will open a modal window confirming that we want to “Delete the Segment”. We’ll click “OK”.

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Customer Segments

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Customer Account Segment View

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