Creating a customer segment

For example, if you have three existing segments, Gold Customers, Silver Customers, and Bronze Customers, you can build a new segment that is called Gold, Silver, and Bronze Customers. This segment can include customers who belong to any of the 3 existing segments.

1. Select one of the following options:

   Customer must belong to one of the customer segments specified below

   Select this option to include customers in this new segment if they belong to at least one of the customer segments you specify.

   Customer must belong to all of the customer segments specified below

   Select this option to include customers in this new segment if they belong to all of the customer segments you specify.

   Customer must not belong to any of the customer segments specified below

   Select this option to exclude customers from this new segment if they belong to any of the customer segments you specify.

2. In the Target customer segments table, specify one or more customer segments to define your selection in the Customer segments field. You can enter the customer segment name and click Find and Add. Alternatively, you can click the Show utilities view icon to open the utilities view, search or browse for the customer segment, and then drag the customer segment into the table.

If you choose other attributes that customers in the specified segment do not possess, then those customers are not included in your new customer segment. For example, if you specify the Female Customers customer segment in this field, and you also specify the Amount spent since registration attribute with a value of greater than 100.00, then only female customers who spent over 100.00 are included in the new customer segment.

You can enter the customer's logon ID, or first name, or last name; then, click Find and Add. Alternatively, you can click the Show utilities view icon to open the utilities view, search or browse for the customer, and then drag the customer into the table.

You can enter the customer's logon ID, or first name, or last name; then, click Find and Add. Alternatively, you can click the Show utilities view icon to open the utilities view, search or browse for the customer, and then drag the customer into the table.

Registered

Select this option to include only registered customers in this segment.

Unregistered

Select this option to include only unregistered customers in this segment.

Registered within the number of days specified below

Select this option to include only customers who register in a certain time frame. If you select this option, a Number of days field displays, in which you can specify how recently the customer must have registered.

Registered before the number of days ago specified below

Select this option to include only customers who registered before a certain time frame. If you select this option, a Number of days field displays, in which you can specify how long ago the customer must have registered.

Registered before the date specified below

Select this option to include only customers who registered before a specific date. If you select this option, a Date field displays in which you can enter the target date.

Registered after the date specified below

Select this option to include only customers who registered after a particular date. If you select this option, a Date field displays in which you can enter the target date.

Registered between the dates specified below

Select this option to include only customers who registered between two dates. If you select this option, Start date and End date fields display in which you can enter the dates to specify the target range.

Update must have occurred within the number of days specified below

Select this option to include only customers who update their registration information within a certain time frame. If you select this option, a Number of days field displays, in which you can specify how recently the target customers changed their registration information.

Update must have occurred earlier than the number of days ago specified below

Select this option to include only customers who update their registration information before a certain time frame. If you select this option, a Number of days field displays, in which you can specify how long ago the target customers changed their registration information.

Update must have occurred before the date specified below

Select this option to include only customers who update their registration information before a particular date. If you select this option, a Date field displays in which you can enter the target date.

Update must have occurred after the date specified below

Select this option to include only customers who update their registration information after a particular date. If you select this option, a Date field displays in which you can enter the target date.

Update must have occurred between the dates specified below

Select this option to include only customers who update their registration information between two dates. If you select this option, Start date and End date fields display in which you can enter the dates to specify the target range.

Current age must be equal to the age specified below

Select this option to include customers who are exactly the target age. If you select this option, an Age field displays in which you can select the target age.

Current age must be greater than or equal to the age specified below

Select this option to include customers who are the target age or older. If you select this option, an Age field displays in which you can select the target age.

Current age must be less than or equal to the age specified below

Select this option to include customers who are the target age or younger. If you select this option, an Age field displays in which you can select the target age.

Current age must be within the range specified below

Select this option to include customers whose age falls within a target range. If you select this option, Minimum age and Maximum age fields display in which you can select the upper and lower thresholds.

To use this attribute, your site must gather customers' birth dates. Typically, customers can specify their birth date during registration. The server calculates the customer's age from the supplied birth date; therefore, the age will remain accurate over time.

To use this attribute, your site must gather customers' age ranges. Typically, customers can specify their age range during registration. If a customer specifies their age range today, the age range could become inaccurate over time.

Number of children must be equal to the number specified below

Select this option to include customers who have exactly the target number of children. If you select this option, a Number of children field displays in which you can select the target number of children.

Number of children must be greater than or equal to the number specified below

Select this option to include customers who have the target number of children, or more. If you select this option, a Number of children field displays in which you can select the target number of children.

Number of children must be less than or equal to the number specified below

Select this option to include customers who have the target number of children, or fewer. If you select this option, a Number of children field displays in which you can select the target number of children.

Number of children must be within the range specified below

Select this option to include customers who have a number of children that fall within a target range. If you select this option, Minimum number of children and Maximum number of children fields display in which you can select the upper and lower thresholds.

Household size must be equal to the number specified below

Select this option to include customers that live in a house that contains exactly the target number of people. If you select this option, a Number of people field displays in which you can select the target number of people.

Household size must be greater than or equal to the number specified below

Select this option to include customers that live in a house that contains the target number of people, or more. If you select this option, a Number of people field displays in which you can select the target number of people.

Household size must be less than or equal to the number specified below

Select this option to include customers that live in a house that contains the target number of people, or fewer. If you select this option, a Number of people field displays in which you can select the target number of people.

Household size must be within the range specified below

Select this option to include customers that live in a house that contain a number of people that fall within a target range. If you select this option, Minimum number of people and Maximum number of people fields display in which you can select the upper and lower thresholds. Household sizes that are equal to either the minimum or maximum qualify for inclusion.

Customer resides in one of the cities specified below

Select this option to include only customers who live in specific cities in the segment; then, add one or more city names to the Target cities table.

Customer does not reside in any of the cities specified below

Select this option to include only customers who do not live in specified cities in the segment; then, add one or more city names to the Target cities table.

The city name that you add to the table must match the exact name as it is stored in your store database for a customer. Typically, the name is stored as the customer entered it on your store page. In the table, you can add multiple versions of the same city name, for example, New York and NYC, to get more customer matches. The name is not case-sensitive.

Customer resides in one of the states or provinces specified below

Select this option to include only customers who live in specific states or provinces in the segment; then, select one or more state or province names in the Target states and provinces table.

Customer does not reside in any of the states or provinces specified below

Select this option to include only customers who do not live in specified states or provinces in the segment. Then, select one or more state or province names in the Target states and provinces table.

Customer resides in one of the countries or regions specified below

Select this option to include only customers who live in specific countries or regions in the segment; then, select one or more country or region names in the Target countries and regions table.

Customer does not reside in any of the countries or regions specified below

Select this option to include only customers who do not live in specified countries or regions in the segment. Then, select one or more country or region names in the Target countries and regions table.

ZIP code or postal code must start with one of the prefixes specified below

Select this option to include only customers that have specific ZIP codes or postal codes; then, add one or more prefixes to the Target ZIP code and postal code prefixes table.

ZIP code or postal code must not start with one of the prefixes specified below

Select this option to include only customers that do not have specific ZIP codes or postal codes; then, add one or more prefixes to the Target ZIP code and postal code prefixes table.

The prefix is a portion of the full ZIP or postal code, as it is stored in your store's database, starting with the first number or letter in the code. For example, if you specify the prefix 90 in the table, the server searches your store's database for all customers who have a ZIP code that starts with 90. The search is not case-sensitive.

Phone number must start with one of the prefixes specified below

Select this option to include only customers who have specific phone number prefixes; then, add one or more prefixes to the Target phone number prefixes table.

Phone number must not start with any of the prefixes specified below

Select this option to include only customers who do not have specific phone number prefixes; then, add one or more prefixes to the Target phone number prefixes table.

The prefix is a portion of the full telephone number, as it is stored in your store's database, starting with the first number or character. For example, if you specify the prefix 212 in the table, the server searches your store's database for all customers who have a telephone number that starts with 212. Include only numbers in your entry; do not include spaces or special characters (for example, parentheses and hyphens).

Email address domain must match one of the domains specified below

Select this option to include only customers who have specific email address domains; then, specify the domains in the Target email domains table.

Email address domain must not match any of the domains specified below

Select this option to include only customers who do not have specific email address domains; then, specify the domains in the Target email domains table.

The domain name is the part of the email address that comes after the @ sign. For example, to include a customer with the email address johndoe@example.com, add this email address domain to the table: example.com

Amount spent must be zero

Select this option to include customers that have not spent any money at your site.

Amount spent must be greater than the amount specified below

Select this option to include customers that have spent a total amount that is greater than a particular target amount. If you select this option, an Amount spent field displays in which you must enter the target amount.

Amount spent must be less than the amount specified below

Select this option to include customers that have spent a total amount that is less than a particular target amount. If you select this option, an Amount spent field displays in which you must enter the target amount.

Amount spent must be within the range specified below

Select this option to include only customers that have spent an amount that falls within a target range. If you select this option, Minimum amount spent and Maximum amount spent fields display in which you must enter the upper and lower thresholds for the range. Amounts spent that are equal to either the minimum or maximum qualify for inclusion.

Number of orders must be equal to the number specified below

Select this option to include customers that have had exactly the target number of fulfilled orders. If you select this option, a Number of orders field displays in which you must enter the target number of fulfilled orders.

Number of orders must be greater than or equal to the number specified below

Select this option to include customers that have had either the target number of fulfilled orders, or more. If you select this option, a Number of orders field displays in which you must enter the target number of fulfilled orders.

Number of orders must be less than or equal to the number specified below

Select this option to include customers that have had either the target number of fulfilled orders, or fewer. If you select this option, a Number of orders field displays in which you must enter the target number of fulfilled orders.

Number of orders must be within the range specified below

Select this option to include only customers that have had a number of fulfilled orders that fall within a target range. If you select this option, Minimum number of orders and Maximum number of orders fields display in which you must enter the upper and lower thresholds for the range. Fulfilled order numbers that are equal to either the minimum or maximum qualify for inclusion.

Last purchase must have occurred within the number of days specified below

Select this option to include only customers that placed an order within a certain time frame. If you select this option, a Number of days field displays, in which you can specify how recently the customer last made a purchase.

Last purchase must have occurred earlier than the number of days ago specified below

Select this option to include only customers that placed an order before a certain time frame. If you select this option, a Number of days field displays, in which you can specify how long ago the customer must have made a purchase.

Last purchase must have occurred before the date specified below

Select this option to include only customers that placed an order before a particular date. If you select this option, a Date field displays in which you can enter the target date.

Last purchase must have occurred after the date specified below

Select this option to include only customers that placed an order after a particular date. If you select this option, a Date field displays in which you can enter the target date.

Last purchase must have occurred between the dates specified below

Select this option to include only customers that placed an order between 2 dates. If you select this option, Start date and End date fields display in which you can enter the dates to specify the target range.

Last visit must have occurred within the number of days specified below

Select this option to include only customers with a last visit date that occurred within a certain time frame. If you select this option, a Number of days field displays, in which you can specify how long ago the customer must made a purchase.

Last visit must have occurred earlier than the number of days ago specified below

Select this option to include only customers with a last visit date that occurred before a certain time frame. If you select this option, a Number of days field displays, in which you can specify how long ago the customer must made a purchase.

Last visit must have occurred before the date specified below

Select this option to include only customers with a last visit date that occurred before a particular date. If you select this option, a Date field displays, in which you can enter the target date.

Last visit must have occurred after the date specified below

Select this option to include only customers with a last visit date that occurred after a particular date. If you select this option, a Date field displays in which you can enter the target date.

Last visit must have occurred between the dates specified below

Select this option to include only customers with a last visit date that occurred between two dates. If you select this option, Start date, and End date fields display, in which you can enter the dates to specify the target range.

Interests must include one of the interests specified below

Select this option to include customers who have one or more of the specified interests. If you select this option, a Target interests field displays, in which you can specify the target interests.

Interests must include all of the interests specified below

Select this option to include customers who have all of the specified interests. If you select this option, a Target interests field displays, in which you can specify the target interests.

Interests must not include any of the interests specified below

Select this option to include customers who do not have any of the specified interests. If you select this option, a Target interests field displays, in which you can specify the target interests.

The interest name that you add to the table must match the exact name as it is stored in your store database for a customer. The name is not case-sensitive.

Company name must match one of the names specified below

Select this option to include customers who are employed by a particular company. If you select this option, a Target company names field displays, in which you can specify the target companies.

Company name must not match any of the names specified below

Select this option to include customers who are not employed by a particular company. If you select this option, a Target company names field displays, in which you can specify the target companies.

The company name that you add to the table must match the exact name as it is stored in your store database for a customer. The name is case-sensitive.

Customer must belong to one of the accounts specified below

Select this option to include only customers who belong to specific accounts in the segment; then, add one or more accounts to the Target accounts table.

Customer must not belong to any of the accounts specified below

Select this option to include only customers who do not belong to specific accounts in the segment; then, add one or more accounts to the Target accounts table.

Account location is in one of the countries or regions specified below

Select this option to include only customers that belong to accounts in specific geographical locations; then, select one or more locations in the Target geographical locations table.

Account location is not in any of the countries or regions specified below

Select this option to include only customers that belong to accounts that are not in any of the specified geographical locations; then, select one or more locations in the Target geographical locations table.

The geographical location defines where an account is based.

Operates in one of the countries or regions specified below

Select this option to include only customers who belong to accounts that operate in specific geographical locations; then, select one or more locations in the Target countries and regions of operation table.

Operates in all of the countries or regions specified below

Select this option to include only customers who belong to accounts that operate in all of the specified geographical locations; then, select one or more locations in the Target countries and regions of operation table.

Does not operate in any of the countries or regions specified below

Select this option to exclude customers who belong to accounts that operate in any of the specific geographical locations; then, add one or more locations to the Target countries and regions of operation table.

The country or region of operation defines where an account operates. This location is different from the geographical location in that an account in the United States might operate in the United States, Canada, and the United Kingdom.

Amount spent must be zero

Select this option to include customers that belong to accounts spend no money.

Amount spent must be greater than the amount specified below

Select this option to include customers that belong to accounts that spent an amount greater than some target amount. If you select this option, an Amount spent field displays in which you must enter the target amount.

Amount spent must be less than the amount specified below

Select this option to include customers that belong to accounts that spent an amount less than some target amount. If you select this option, an Amount spent field displays in which you must enter the target amount.

Account spent must be within the range specified below

Select this option to include only customers that belong to accounts that spent an amount that falls within a target range. If you select this option, Minimum amount spent and Maximum amount spent fields display, in which you must enter the upper and lower thresholds for the range. Amounts spent that are equal to either the minimum or maximum qualify for inclusion.