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Segmentation lets you define customer segments that put your customers into different groups. These segments can then be used in other modules. For example, you can create a notification that is sent out only to a specific customer segment, or a promotion that will only be applied if a customer is in a specific segment.
There are two different types of segments:
In a fixed segment you can manually manage a list of customers based on some criteria. You can add and remove members of the segment directly within the Shopgate Admin or via the API.
In a dynamic segment you define a set of criteria & conditions about who should be a member of the segment (e.g. only iOS users, or only users with a life time value > $100). These criteria are then evaluated for the segment any time the segment is used and customers are automatically added or subtracted to suit the criteria.
Creating a new segment
To create a new Segment, go to Shopgate Admin → Marketing → Segmentation.
The following fields can be configured for a Segment:
|Name||Internal name for the segment. Make sure to use something descriptive, so you can later easily find the segment when you want to use it in other places.||Engage customers that never ordered|
|Code||Internal identifier of the segment. Used if you want to access the segment via API.||engageNoOrders|
|Type||"Fixed" or "Dynamic"||Dynamic|
|Status||Active or Inactive. Can be used to prepare segments or temporarily disabling them.||Active|
|Description||Optional. Internal description of the segment.||Engage customers that never placed an order (life time value = 0)|
|Membership Inclusion Rules||
Only available for Type "Dynamic".
|"Has Engage" = Yes
"Life Time Value" = 0
|Members||Only available for Type "Fixed". A manually managed list of customers that are part of this segment.|
Be sure to click 'Save' once you have completed setting up the segment. You can also preview the results of the segmentation in most cases.
For dynamic segments there are a number of different criteria available to choose from, but you can also add your own custom attributes to unleash the full potential. For example, if you have a loyalty program for your customers, you could add a custom attribute to each customer like "LoyaltyStatus: Bronze/Silver/Gold". Another example would be to save the preferred brand in a custom attribute. These custom attributes can then be used to define dynamic segments that for example only include your gold customers.
You can use the Shopgate API to create custom attributes and assign them to your customers. For more information, please contact support.