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.

About this task

Here are a few examples of how you might use this feature to test your work:
  • If you have activated a web activity that targets the Women customer segment, you can view the store as though you are in that customer segment to ensure that the correct information displays in the e-Marketing Spot.
  • If you have activated a promotion that targets the Registered Customers customer segment, you can check out as though you are in that customer segment to ensure that the promotion is applied to a qualifying order.
  • If you have activated a search rule that targets the Golfers customer segment, you can do a search as though you are in that customer segment to ensure that the search rule is correctly applied to the search results.

Procedure

  1. Open the Marketing tool..
  2. HCL Commerce Version 9.1.16.0 or later Open Management Center tools and from the left navigation menu go to Business tools > Marketing > Customer Segments.
  3. From the explorer view, click Customer Segments. The Customer Segments - List view opens.
    Alternatively, you can locate a customer segment from the utilities view, in a promotions view, or in a marketing activity builder view.
  4. Right-click the customer segment that is used in the web activity, promotion, or search rule that you want to test; then click Preview Store as Segment to open the Store Preview Options window.
    The name of the segment is displayed.
  5. Click Launch Store Preview.

Results

The store preview opens in a separate window. You can now view how the store looks and operates for a customer in the selected customer segment.