Managing customer segments

Marketing Managers create customer segments to use as targets for marketing campaigns and promotions.

About this task

Commerce Lab tooling allows you to manage customer segments. From the Commerce Lab left navigation menu, click Business Tools > Marketing > Customer Segments to manage various customer segments. You are directed to the Customer Segment List page.

Procedure

  1. You can perform the following functions from the Customer Segment List page:
    • Create a new customer segment. See Creating a customer segment for more information.
    • Edit the existing customer segment. See Changing a customer segment for more information.
    • Delete the customer segment. See Deleting a customer segment for more information.
    • Create duplicate customer segments. See Duplicating the existing customer segment for more information.
    • Search for the customer segment by entering the name of the customer segment in the Search field.
    • Click the Refresh icon to refresh the page with the latest updates.
    • From the Store filter, select the store you want to manage customer segments.
    • You can manage the columns shown on the screen using the Column button.
    • You can change the number of results shown on the Customer Segment List page. Click the drop-down beside the Results per page option at the bottom and change the number of results displayed.
    • You can edit, export customer segments, and preview store as segment from the three vertical dots given in the Actions menu.
  2. By default, the list is sorted in the ascending order of names. Except for the Actions column, you can sort all the columns in ascending and descending order.