How to Create customer segments in shopify

How to Create customer segments in shopify

You can create customer segments (customer groups) based on the customers with similar characteristics. You can build your customer segments by combining filter names, operators, and values.

You can create segments in two ways:

Customer segment by using combining filters.

You can create a new customer segment by combining filter operators, values, and names. After you create a new customer segment, it is displayed in the index of the segment.
Follow the steps customer segment:

Step 1: First, log in to your Shopify store, then go to the “customer” section click on the “segment” option, and click on the “create Segment“.

How to Create customer segments in shopify

Step 2: Then, click on the “filter” option or the “filter icon“.

Step 3: After that, choose the option according to your need.

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

Step 4: Click a filter name, then click an operator, and click or type a value. If you want to add multiple filters in one segment, click a connector, and then click another filter name, operator, and value.

Step 5: Then, test your segment, and click Apply filter. Matching customers appear below, and their count is displayed above the editor.

Step 6: After that, click “Save segment“, and then enter a name for the segment finally, click on the “Save” option.

Customer segment by using a template.

The Shopify admin provides templates to help you build customer segments, allowing you to add one or more to your segment.
Follow the steps customer segment:

Step 1: Log in to your Shopify store, go to the “Customers” section, select “Segment,” and click “Create Segment.”

Step 2: Then, click on the template icon or template option, and choose the template according to your need.

Step 3: Click on the “use this template” option and you can also customize yourself in that specific template.

Step 4: Then after, test your segment and click on the “Apply” button.

Step 5: Click “Save segment“, give a name for that template, and finally, click on the “Save” option.

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