Customer Segmentation

Set parameters for registered customers

Flexible settings let you specify customer attributes that should be available in rule conditions. Due to this option you can easily include/exclude any attributes to make rule creation fast and easy.

Automatically generate segments

Once a segmentation rule is created, the Magento 2 visitor segmentation module automatically generates the customers list according to rule conditions. All customer data is displayed on a separate grid right below the rule.

Update segmentation lists by cron

Automatically update segmentation lists by cron to use only relevant customer information for your marketing campaigns. Schedule automatic cron update to run it:

• Hourly;
• Two times a day;
• Daily;
• Weekly;
• Monthly.

Manually refresh segmentation lists

Use the re-indexaction option to timely update customer segments. By default re-indexation is run by cron according to your schedule, but you can also reindex segmentation lists in bulk manually at any time.

Export segment lists

Easily export any generated segmentation list to XML or CSV files for further processing.

Segment guest visitors

Due to its rich functionality, the Magento 2 Segmentation tool enables store admins to segment not only registered customers, but guest visitors as well. Sort unauthorized clients by such parameters as:

• Order information;
• Billing address;
• Shipping address;
• Shopping cart attributes.

Segments based on shipping and billing addresses

Segment registered and unauthorized customers by their shipping and billing addresses to create a rich database by country or city and target your campaigns depending on a customer location.

Use condition combinations

To create complex segmentation rules use various condition combinations. Easily combine order, cart and customer data to launch effective direct marketing campaigns.