Customer segmentation

Customer segmentation

Customer segments are dynamic, rule-based customer lists that let you group together customers who have similar characteristics. You can build customer segments that meet your business needs by using filter names, operators, and values. After you create a customer segment, customers are automatically added or removed to the segment list based on whether they meet the segment criteria.

Creating a customer segmentation

  1. From your Shopify admin, go to Customers.

  2. Click Segments.

  3. Click Create Segment.

  4. Add filters using the text editor or click the Filters icon, and then do either of the following:

    • To select a Shopify-based filter name, click Shopify.
    • To select a metafield-based filter name, click Metafields.

  5. Click a filter name. The filter name is displayed in the editor.

  6. Click an operator.

  7. Click or type a value.

  8. To add another filter, click a connector, and then click another filter name, operator, and value.

  9. To test your segment, click Apply filter. The customers who match the criteria are listed below the editor. The number of customers who match the criteria displays above the editor.

  10. Review the segment in the Shopify Magic section to ensure that the description matches the segment that you want to create, and then make any necessary changes.

  11. Click Save segment, and then enter a name for the segment.

  12. Click Save.

    • Related Articles

    • Managing customers

      When a new customer places an order with your store, their name and information are automatically added to your customer list. A customer profile is created when a customer interacts with your business in any of the following ways: signing up for ...

    • Make collapsible content full width on desktop

      In collapsible content section, add the following in customer css: @media screen and (min-width: 768px) { .collapsible-content { max-width: 120rem; margin: 0 auto; padding: 0px 3rem; } .collapsible-content-wrapper-narrow { margin-left: 0px; } }

    • Set up your shipping rates and methods

      Shipping rates are what you charge your customer in addition to the cost of the products that they order. The cost of any shipping rates are added to a customer's order at checkout. You can set up one or more shipping rates for your customers to ...

    • Make parent link clickable

      Snippets > header-mega-menu.liquid (l.19-25) Parentlink {%- assign parentlink = link.links[0] -%} <a href="{{ parentlink.url }}" title="{{ parentlink.title }}"> <span {%- if link.child_active %} class="header__active-menu-item" {% endif %} > {{- ...

    • Selling digital products

      Along with physical goods, you can also sell digital goods on your Shopify store. Digital goods are often available to the customer immediately after they make their purchase. Some common digital products are online services and downloadable files, ...