Customer segmentation

Customer segmentation

Customer segments are dynamic, rule-based customer lists that let you group together customers who have similar characteristics. You can build customer segments that meet your business needs by using filter names, operators, and values. After you create a customer segment, customers are automatically added or removed to the segment list based on whether they meet the segment criteria.

Creating a customer segmentation

  1. From your Shopify admin, go to Customers.

  2. Click Segments.

  3. Click Create Segment.

  4. Add filters using the text editor or click the Filters icon, and then do either of the following:

    • To select a Shopify-based filter name, click Shopify.
    • To select a metafield-based filter name, click Metafields.

  5. Click a filter name. The filter name is displayed in the editor.

  6. Click an operator.

  7. Click or type a value.

  8. To add another filter, click a connector, and then click another filter name, operator, and value.

  9. To test your segment, click Apply filter. The customers who match the criteria are listed below the editor. The number of customers who match the criteria displays above the editor.

  10. Review the segment in the Shopify Magic section to ensure that the description matches the segment that you want to create, and then make any necessary changes.

  11. Click Save segment, and then enter a name for the segment.

  12. Click Save.