Segmentation allows you to 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 sent only to a specific customer segment. The system is completely extensible via APIs.
Create a new segment
To create a new segment, go to Marketing → Segmentation in the Shopgate backend. Select "Create Segment" in the top right corner.
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.