Overview
Segmentation lets you define customer segments that divide your customers into different groups. These segments can be used in other modules. For example, you can create a notification that is only sent to a specific customer segment. The system can be fully extended via APIs.
Creating a new segment
To create a new segment, go to Marketing › Segmentation in the Shopgate backend. Select "Create Segment" in the top right.
The following fields can be configured for a segment:
| Field | Description | Example |
| Segment Name | Internal name for the segment. Use a description that you can easily find later when you want to use the segment elsewhere. | Engage customers who have not ordered yet |
| Code | Internal identifier of the segment. Used when you want to access the segment via the API. | "vip" |
| Type | "Fixed" or "Dynamic" | Dynamic |
| Status | Active or inactive. Can be used to prepare a segment or to deactivate it temporarily. | Active |
| Description | Optional. Internal description of the segment | Engage customers who have not completed an order yet (life time value = 0) |
| Membership Inclusion Rules |
Only available for the type "Dynamic". Here you can define a set of criteria and conditions for when a customer should be part of this segment. |
"Uses app" = Yes & "Life Time Value" > €100 |
| Members | Only for the type "Fixed". A manually managed list of the customers who are part of this segment. |
Make sure you click "Save" once you have set up the segment. In most cases, you can also preview the segmentation.
Fixed segments
In a fixed segment, you can manually manage a customer list based on email addresses. This can be helpful, for example, if you maintain customer lists in an external newsletter tool.
You can edit the members of a fixed segment directly in the Shopgate backend. You have several options for this:
1. Simply enter the email address in the search field under "Add Members" and click "Search". A window with the search results opens. Tick the user and click "Add Selection".
In addition to searching by email address, you can search for customers by attributes. Simply create a new rule below the search field and click "Search". As with the email search, you get a list of all users who match this search. You can add the users from there.
You can also import complete user lists via CSV or export existing segments as CSV. Simply click "More" in the top right and select the corresponding option.
Important: An export is only possible once the segment has been saved.
Segments can also be fully controlled via the API. You can find out more further down in this article.
Dynamic segments
In a dynamic segment, you define a set of criteria and conditions for who should be a member of the segment (e.g. only iOS users or only users with a "Life Time Value" of > €100). These criteria are evaluated each time the segment is used, and customers are automatically added or removed to match the criteria.
Simply choose from the predefined customer attributes or use custom attributes.
Custom attributes
Various criteria are available for dynamic segments. However, you can also add your own custom attributes to get the most out of them. For example, if you have a loyalty program for your customers, you can add a custom attribute such as "Status: Bronze / Silver / Gold" to each customer.
Another example would be storing the preferred brand in a custom attribute. These custom attributes can then be used to define dynamic segments that, for example, only contain your gold customers.
Custom attributes can be maintained via the Shopgate API. First the attributes are created, and then the individual values are set per customer.
Using the loyalty program as an example:
First, the global attribute "Loyalty program" is created with the values "Bronze", "Silver" & "Gold" . Then the corresponding values for this attribute are set for the relevant customers.
API
With the Shopgate API, you can create custom attributes and assign them to your customers. For documentation of all endpoints, please contact support: support@shopgate.com