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User Guide
The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.
Operating
IBM Management Center for WebSphere Commerce
The IBM Management Center for WebSphere Commerce, or Management Center, is a suite of tools to support store management, merchandising, and marketing tasks for business users (Sellers, Marketing Managers, Product Managers, Catalog Managers, and others).
Marketing tool
Use the Marketing tool in Management Center to create and manage marketing campaigns and other store content, excluding catalog content. You can use the extensive precision marketing features in the tool to deliver targeted marketing messages to customers.
Managing customer segments
Marketing Managers create customer segments to use as targets for marketing campaigns and promotions.
Changing a customer segment
You can change the description of a customer segment and any attributes that define the customer segment. You cannot change the customer segment name after saving it for the first time.

User Guide
The information contained in this section applies to WebSphere Commerce Version 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in a newer section.WebSphere Commerce is a single, unified e-commerce platform that offers the ability to do business directly with consumers (B2C), directly with businesses (B2B), and indirectly through channel partners (indirect business models). WebSphere Commerce is designed to be a customizable, scalable, and high availability solution that is built to leverage open standards. It provides easy-to-use tools for business users to centrally manage a cross-channel strategy. Business users can create and manage precision marketing campaigns, promotions, catalog, and merchandising across all sales channels.
- Planning
  Creating a custom implementation of a WebSphere Commerce store requires a significant amount of planning. From gathering client needs, to deploying the live solution, much work is needed to successfully deploy a custom client store. Use the resources in here to help you plan every phase of store creation.
- Installing
  Review the following sections for information about installing the WebSphere Commerce product, associated maintenance, and WebSphere Commerce enhancements.
- Migrating
  Before you migrate to WebSphere Commerce Version 8.0, review this information to help plan and execute your migration.
- Deploying
  The topics in this section describe how to publish stores to either a test or production environment, and how to deploy customized code.
- Operating
  - IBM Management Center for WebSphere Commerce
    The IBM Management Center for WebSphere Commerce, or Management Center, is a suite of tools to support store management, merchandising, and marketing tasks for business users (Sellers, Marketing Managers, Product Managers, Catalog Managers, and others).
    - Planning to use Management Center
      If you are using WebSphere Commerce Accelerator, consider using Management Center to manage your store.
    - management-center/refs/rtfgetstart.htm
    - Management Center keyboard shortcuts
      Use the Management Center keyboard shortcuts to access user interface functions or complete tasks, using a single key or combination of keys.
    - Working in extended site stores in Management Center
      If your company operates an extended site, you can perform certain tasks directly from your extended site store within Management Center.
    - Manage content externally for use in Management Center
      If content management capabilities other than the functionality that is provided by default with WebSphere Commerce is required, WebSphere Commerce can be integrated with IBM Web Content Manager. If WebSphere Commerce is integrated with IBM Web Content Manager, you can use content from IBM Web Content Manager content libraries with Management Center objects.
    - Manage marketing externally with IBM Marketing Center
      If your site is integrated with IBM Marketing Center, Management Center users can open IBM Marketing Center from Management Center to upload promotion codes and to create and manage marketing campaigns.
    - Management Center user interface
      The Management Center user interface provides a usable, intuitive, and efficient way to complete your business tasks.
    - Using the Management Center
      The starting point for all Management Center tasks is to open the tooling. Afterward, you can use several methods to complete a task: by selecting menu options, by clicking toolbar buttons, by right-clicking and selecting menus, or by keyboard shortcuts.
    - Catalogs tool
      Use the Catalogs tool in Management Center to manage catalogs, categories, catalog entries, merchandising associations, product attributes, and attachments in your store. The Catalogs tool lets business users create, and manage online catalogs. Catalogs provide a way of organizing the products that you want to sell. You define catalog data in groups of categories and products. Catalog data contains descriptions and pricing information for products and services.
    - Marketing tool
      Use the Marketing tool in Management Center to create and manage marketing campaigns and other store content, excluding catalog content. You can use the extensive precision marketing features in the tool to deliver targeted marketing messages to customers.
      - Managing web and dialog activities
        Web and dialog activities are used to deliver brand or promotional messages to customers through a variety of methods.
      - Managing email activities
        Email activities are managed by Marketing Managers to keep a site's targeted marketing efforts organized.
      - Managing marketing experiments
        Marketing experiments are managed by Marketing Managers. They are used to test the effectiveness of brand or promotional messages on the web.
      - Managing custom activity templates
        To save time, create custom activity templates to use as a starting point for creating web and dialog activities.
      - Managing activity statistics
        The Marketing tool gathers and displays various types of statistical data about your web, dialog, and email activities.
      - Managing marketing content
        Marketing content is managed by marketing managers. It is used to deliver marketing messages to customers, as part of campaign activities.
      - Managing customer segments
        Marketing Managers create customer segments to use as targets for marketing campaigns and promotions.
        Creating a customer segment
        Create a customer segment in Management Center to define a group of customers who share one or more attributes that are relevant to your marketing campaigns. You can then use the customer segment as a target for web and dialog activities, email activities, search rules, and promotions.
        Creating a customer segment that is populated by an external process
        In certain circumstances, you might want to create a customer segment that does not have any customer attributes defined and therefore does not include any customers initially. For example, your site might populate customer segments by batch processing production data from an external customer database. If so, you can create a customer segment in the Marketing tool to use as a container for the external customer data.
        Changing a customer segment
        You can change the description of a customer segment and any attributes that define the customer segment. You cannot change the customer segment name after saving it for the first time.
        Deleting a customer segment
        You can delete a customer segment if you no longer need it for marketing activities or promotions.
        Previewing a store as a customer in a customer segment
        To test web activities, promotions, and search rules that target a specific customer segment, you can preview the store from the perspective of customer who belongs to that customer segment. This way, you can see how the store will look and operate for those specific customers.
        Customer segment attributes
        The customer segment properties view in Management Center provides many attributes for defining customer segments, such as a customer's age, address, or purchase history. Customer data for each attribute are stored in specific tables in the WebSphere Commerce database.
        Customer segments
        A customer segment is group of customers who share one or more attributes that are relevant to marketing activities. For example, you can define a customer segment that contains all registered customers, or all customers that spent over $1000 at the store, or all male customers over the age of 40. You can then use these customer segments as targets for advertising, promotions, and suggestive selling.
        Exporting customer segment information
        In authoring environments you can export customer information for a customer segment to help you analyze your customer segments, or to create and manage marketing campaigns outside of Management Center. For example, you can export email addresses for the customers in a customer segment and then use another application to send a marketing email to the customers.
      - Managing e-Marketing Spots
        Marketing Managers create and manage e-Marketing Spots, to ensure that store pages are filled with relevant and compelling images and information.
      - Managing feeds for e-Marketing Spots
        For e-Marketing Spots, feeds provide a means to syndicate marketing information for display in feed readers.
      - Managing email templates
        Email templates, managed by Marketing Managers, are the basis of email activities delivered to customers.
      - Working with campaigns
        Campaigns are managed by Marketing Managers, in order to keep a store's marketing activities organized.
      - Managing search rules
        Search rules provide a means to deliver customized search results and ordering when customers search the storefront.
      - Managing search rule experiments
        Search rule experiments are managed by Marketing Managers. They are used to test the effectiveness of search rules.
      - Organizing marketing objects with folders
        You can use the Management Center Marketing tool to create and manage folders for organizing your marketing content, customer segments, activities, and e-Marketing Spots. By using marketing folders to group and organize your marketing objects you can simplify browsing for and managing your marketing objects.
      - Frequently asked questions (FAQ)
        Find answers to some frequently asked questions about using key features of the Marketing tool and completing tasks.
      - Troubleshooting
        If you encounter issues while you are using the Marketing tool, review troubleshooting information to solve common problems.
      - Task flow: Merchandising and marketing with search in the Aurora starter store
        In this task flow, you learn how to use WebSphere Commerce Search to effectively market and merchandise through your storefront catalog and other site content.
    - Promotions tool
      Use the Promotions tool in Management Center to create and manage promotions that support the marketing campaigns for your site.
    - Assets tool
      As a Product Manager, Marketing Manager, or Category Manager, you can use the Assets tool to upload and manage your store assets. The term assets refers to web content that you use on your storefront and in marketing campaigns, such as marketing image files, catalog image files, PDF documents, and multimedia files.
    - Catalog Filter and Pricing tool
      Use the Catalog Filter and Pricing tool in Management Center to create and manage catalog filters, price lists, and price rules. Sellers, Sales Managers, and Account Representatives can use the tool's flexible features to implement catalog filtering and pricing strategies that meet the site's business needs over time.
    - Installments tool
      Use the Installments tool in Management Center to create and manage installment rules that support the payment methods for your site.
    - Commerce Composer tool
      Create pages and build layouts for your store directly in Management Center without involving IT by using the Commerce Composer tool. Take advantage of the tool's page design and management functions to improve your productivity and give you more control over the customer experience.
    - Store Management tool
      As a Seller, Site Administrator, or Channel Manager, you can use the Store Management tool in Management Center to manage your stores. The Store Management tool in Management Center replaces all of the store management features in WebSphere Commerce Accelerator, except store creation and the ability to suspend and resume stores. Continue to use the Store Creation wizard in WebSphere Commerce Accelerator to create new stores; continue to use WebSphere Commerce Accelerator to suspend and resume stores.
    - Workspace Management tool
      You can use the Workspace Management tool in Management Center to manage and edit workspaces and its tasks and task groups that you are authorized to work with.
    - Previewing a store
      Preview your store to ensure that changes made in Management Center show up in your store as expected. You can use store preview in production, authoring, and staging environments.
    - Management Center frequently asked questions (FAQ)
      Find answers to some of the most frequently asked questions about the Management Center.
    - Management Center Troubleshooting
      If you encounter issues with the Management Center that are not related to any specific tool, review this troubleshooting topic to solve common problems.
  - WebSphere Commerce Accelerator
    Use the WebSphere Commerce Accelerator to maintain online stores.
- Integrating
  Topics in the Integrating category highlight the tasks that are commonly performed for using WebSphere Commerce in combination with other products.
- Administering
- Tutorials
  WebSphere Commerce provides many tutorials to help you customize and understand your WebSphere Commerce instance and stores.
- Samples
- Developing
  The topics in the Developing section describe tasks performed by an application developer.
- Compliance
  The following section describes how you can leverage WebSphere Commerce features and functionality to help your site be compliant with different privacy and security standards.
- Securing
  These topics describe the security features of WebSphere Commerce and how to configure these features.
- Performance
- Troubleshooting

Changing a customer segment

You can change the description of a customer segment and any attributes that define the customer segment. You cannot change the customer segment name after saving it for the first time.

Procedure

Open the Marketing tool.
From the explorer view, click Customer Segments.
The Customer Segments - List page opens.
Right-click the customer segment that you want to change; then click Open.
The notebook for the customer segment opens.
Click the tab that contains the attributes that you want to change; then edit the fields as appropriate.
Click Save to save the customer segment, or click Close to close the editor and return to the previous page.