- 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 HCL Commerce database.
- Exporting customer segment information
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.