Segments

Group customers into segments, including by customer group, so you can run targeted campaigns and personalize storefront content from Management Dashboard.

The Customer Segments feature lets you group customers based on shared factors so you can run targeted marketing campaigns and personalize storefront content.

In the Segments module, you can create, edit, and manage the segments in your system. You can add individual customers as members, or assign a customer group so every member of that group is included.

Segments

Creating a segment

1

Choose to create a segment

Go to Customer Management -> Segments and choose Create New Segment.

2

Provide segment details

In the Details tab, choose the site the segment applies to and enter the basic details, such as ID, name, and description.

You can set a customer segment ID in the Id field. Otherwise, a unique ID is automatically generated when the segment is created.

3

Set activation

To activate the segment immediately, switch the Active toggle on. The toggle is off by default. Turn it on when you are ready to use the segment.

4

Save the segment

Choose Save to create the segment in the system. After you save, you can continue editing it.

Assigning products or categories

Assign products or categories to a segment when you want to promote specific items to segment members, for example in a marketing campaign.

1

Open the Products/Categories tab

Go to the Products/Categories tab.

2

Select products or categories

From the available products and categories, select the items to assign to the segment. The items you choose appear in the Selected Objects panel.

Segment products

Segment categories

You can assign multiple products and categories at once.

3

Save your selection

Choose Save to confirm the assignment.

Adding coupons

You can assign discount coupons to a segment so that only customers who belong to the segment receive a special price or discount on the assigned products or categories. Coupon eligibility includes customers added as members and customers who inherit the segment through an assigned customer group.

You can also set segment eligibility when you create or edit a coupon: in the coupon Rules tab, choose Customer segment(s) under Applies to. For individual accounts instead of a segment, use Specific customer(s) on that same tab. See Coupons.

If you assigned specific products or categories to the segment, the coupon is valid only for those items.

1

Open the Coupons tab

Go to the Coupons tab. The list shows available coupons and excludes coupons that have a category restriction.

2

Select coupon codes

Choose a coupon code from the list to apply it to the segment. The selected coupons appear in the selected coupons panel.

Segment coupons

You can select several coupons for a segment. At cart level, customers can apply all of the coupons.

3

Save your selection

Choose Save to confirm your choice.

The assigned coupon works only for the products and categories defined in the segment, and only for customers who belong to the segment. The coupon is also legal-entity-aware: if a customer belongs to more than one legal entity, the coupon applies only to the legal entity chosen for the segment.

Applying segment-related coupons to a cart

A customer belongs to several customer segments that have different products assigned. The customer receives a coupon related to the Bosch segment, which applies a discount only to the defined products. The customer shops for Bosch products and also buys other items assigned to a different segment. When they apply the coupon code in the cart, the coupon is validated and the discount is applied only to the Bosch products.

Assigning members

When you create a segment, you can add existing customers as segment members.

1

Open the Members tab

Go to the Members tab and choose Add New Member.

2

Select customers

Find and select the relevant customers, then confirm with Add Member.

Segment members

If a customer is assigned to more than one company, choose which company to add to the segment.

All assigned customers are visible in the list.

Segment members list

Segment information is also visible at the customer level. If a customer is assigned to a segment, you can see the associated segment on the customer details page.

3

Save the segment

Choose Save to confirm the member assignments.

Assigning groups

You can assign a customer group to a segment so every member of that group receives the segment's products, categories, and coupons. This is useful in B2B scenarios where you want to target a whole role or buying team — for example every Buyer in a company — without adding each customer separately.

When a customer joins a group that is assigned to a segment, they inherit that segment automatically.

1

Open the Groups tab

Go to the Groups tab and choose Add New Group.

2

Select customer groups

Find and select the relevant customer groups, then confirm your selection.

Assigning customer groups to a segment

The assigned groups appear in the list with their name and ID.

3

Save the segment

Choose Save to confirm the group assignments.

For more information about customer groups, see Groups.

A storefront can consume segment information and display only the dedicated products or categories for logged-in customers who belong to the segment, either as individual members or through an assigned customer group. For details on how to connect segment information on your storefront, see the Customer Segment Service Tutorials.

Removing products or categories

To remove a product or a category from a segment, go to the Products/Categories tab and choose x next to the selected object. The object is no longer connected to the segment.

Unassigning customers

To remove a customer from a segment, go to the Members tab and choose x next to the selected customer.

You can also remove several customers at once. Select the checkboxes next to the customers and choose Delete.

Unassigning groups

To remove a customer group from a segment, go to the Groups tab and choose x next to the selected group.

You can also remove several groups at once. Select the checkboxes next to the groups and choose Unassign.

Audit Logs

The Audit Logs tab shows the history of changes for this segment, including what changed and when, with field-level previous and updated values. Actors can include named users, anonymous storefront activity, or system actions.

Segment Audit Logs tab

For the tenant-wide audit history, see Audit Logs.