Customer Segmentation for Magento 2

Maximize the effectiveness of marketing campaigns and enhance retention with accurate customer segmentation. Segment registered customers and guest visitors by orders, shipping addresses, shopping cart data and many other parameters using conditions and their combinations.

  • Segment registered customers and guest visitors by multiple parameters
  • Optimize Magento 2 Cart Price Rules functionality for marketing initiatives
  • Apply condition combinations for complex rules
  • Update segmentation lists automatically by cron
  • Export segments to CSV or XML for further processing
  • Use in Amasty Abandoned Cart Email campaigns
  • Hyva-compatible by default
  • New!Hyvä Checkout ready
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Why do you need to segment customers

💲

Optimize marketing expenses: create highly-targeted campaigns and increase their conversion rate

👱

Improve satisfaction: build long-term relations by showing an individual approach

Reduce the load on marketers: create rules and automatically segment users by cron

Create customer segments in Magento 2 with ease

With the Magento 2 Customer Segmentation extension you will be able to sort customers or guest visitors by various criteria like date of birth, payment and shipping methods, sales amount, products added to cart and many others. Create flexible segmentation rules to arrange registered clients and guest visitors in groups and run highly targeted marketing campaigns.

Segmentation based on customer data

Arrange registered customers in multiple groups using a great variety of parameters. With the custom Magento module you can create an unlimited number of rules based on:

  • Website;
  • Customer group;
  • Gender;
  • First/middle and last name;
  • Days from the last visit/registration;
  • Days before birthday;
  • Customer email and many others.
customer-data-segment

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.

Segmentation based on shopping cart data

Sort clients depending on products they add to cart. This way you'll be able to learn customer preferences, generate targeted offers and implement personalization in Magento 2 store. Create Magento customer segments based on:

  • The number of days after cart creation;
  • The number of days after last cart update;
  • Cart grand total;
  • The number of items added to cart.
cart-segment

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.

Segment guest visitors

Magento 2 Segmentation tool enables store admins to segment not only registered customers, but guest visitors as well. It is possible to sort unauthorized clients by such parameters as:

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

Order based segmentation

Create flexible rules based on multiple order parameters. E.g. Segment customers who purchased products with specified attributes amounting to a particular sum.

  • The number of days after first/last completed order;
  • Payment and shipping methods;
  • The number of purchased items (or the number of orders) with specific attributes;
  • Total sales amount;
  • NEW | Specific coupon usage.
order-segment

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 Magento 2 personalization rules, use the integration with the default Cart Price Rules and various condition combinations. Mix the order, cart and customer data to launch effective direct marketing campaigns.

Product based segmentation

Sort registered clients by the number of viewed products as well as the number of products, added to wishlists. Apart from that, these rule types let you specify any additional product attribute for proper personalization in Magento 2.

product-segment

Manually refresh segmentation lists

Use the re-indexaction option to timely update Magento 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

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

Advanced Options

  • Manage all cron tasks on a Cron Tasks List grid in the backend. Delete tasks in bulk, use filtering and sorting options when it is needed.
follow-up

Exploit segmentation functionality to the full

Use Customer Segmentation and Magento Personalization tool together with the Follow Up Email extension to launch highly targeted email campaigns.

affiliate

Extend affiliate program with unique campaigns

Use Customer Segmentation with the Affiliate programs to segment customers who purchased products in your store using affiliate links and create highly-targeted offers for them.

According to the statistics, the extension can cover each business need in synergy with the following solutions: magento 2 authentication and magento 2 payment gateway.

Enhance Customer Segmentation with Price Trend Insights

To further enrich your segmentation strategies, consider integrating the Omnibus Pricing for Magento 2. By keeping an eye on product price trends and historical price data, you can tailor your offers and promotions based on real-time price changes. Such insights can be pivotal when crafting targeted campaigns for specific customer segments, ensuring they receive the most relevant deals and enhancing their overall shopping experience.

FAQ

With the Customer Segmentation extension for Magento 2, you will be able to sort customers by various criteria like date of birth, payment and shipping methods, sales amount, products added to cart, and many others.

The right approach to segmentation analysis is to segment customers into groups based on predictions regarding their total future value to the company, with the goal of addressing each group (or individual) in the way most likely to maximize that future, or lifetime, value.

In a nutshell, customer segments are groups of customers who share common characteristics. These characteristics can be based on demographics (age, gender, location), psychographics (lifestyles, interests), or behavioral data (purchasing habits, engagement levels).

Five ways to segment markets include demographic, psychographic, behavioral, geographic, and firmographic segmentation.

Customer groups will require you to input the customers that you want in that group while customer segments will try and 'match' users to that group. For example: GA 31410 zipcodes are a customer segment, while general customers is a customer group.

How to segment customers:

- Review industry data and market analysis

- Examine your current customer base

- Choose a customer segmentation model

- Consider customer segmentation software

- Collect customer experience data

- Analyze customer experience data

- Refine your customer segments

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Version 1.2.4
Last Update: Aug 31, 2022
1.2.4 - Aug 31, 2022
  • Fix we resolved the problem that occurred when using cart-related conditions
1.2.3 - Aug 15, 2022
  • Compatibility now the extension is compatible with Magento 2.4.5
  • Improvement we optimized the indexers to improve the performance
  • Fix we fixed the issue with the Day Before Birthday condition
1.2.2 - Apr 18, 2022
  • Compatibility now the extension is fully compatible with Magento 2.4.4, 2.4.3-p2, 2.3.7-p3
1.2.1 - Mar 01, 2022
  • Compatibility now the extension is compatible with Magento 2.4.4
1.2.0 - Dec 22, 2021
  • New we added a new condition for you to set up segments with customers who used coupons
  • Compatibility now you can use the extension with Amasty Affiliate to segment customers who used custom affiliate codes
  • Fix we fixed the issue with the ‘total quantity’ order condition when a common condition was used as a child condition
Version 1.1.17
Last Update: Nov 18, 2021
1.1.17 - Nov 18, 2021
  • Fix we fixed the issue with matching customers by stores
1.1.16 - Sep 21, 2021
  • Fix we resolved the problem that occurred when using the ‘Days Before Birthday’ condition
  • Fix we fixed the error with failed segments indexing when matching customers without address by address condition
1.1.15 - May 31, 2021
  • Fix we resolved the problem occurred when reindexing via cron in case prefixes for tables are used in the database
1.1.14 - Feb 23, 2021
  • Fix we fixed the issue occurred in reindexing
1.1.13 - Feb 11, 2021
  • Fix we fixed the issue appeared in logs while saving a customer address
1.1.12 - Aug 13, 2020
  • Improvement code was refactored according to Magento Marketplace standards
1.1.11 - Jun 15, 2020
  • Improvement code was refactored according to Magento Marketplace standards
1.1.10 - May 21, 2020
  • Fix we fixed the issue with quota validation when the product was removed
1.1.9 - Apr 23, 2020
  • Improvement we added a new condition ‘Average Order Total’ that allows you to create customer segments based on average orders amount
  • Fix we fixed the issue with showing all customers on Matched Customers grid when no customers were matched by conditions
1.1.8 - Mar 30, 2020
  • Improvement we improved code constructions for Magento Marketplace standards
1.1.7 - Feb 25, 2020
  • Fix we solved the problem with filtering customer grid in editing segment page
1.1.6 - Dec 23, 2019
  • Fix we solved the problem with creating new customer segment
  • Fix we solved the problem with segments reindex after product deleting
1.1.5 - Oct 28, 2019
  • Fix we fixed the possible issue with not including guest users in segments
  • Fix we fixed the possible issue with not accurate segmentation list export file
1.1.4 - Mar 27, 2019
  • New ability to manage all existing cron tasks on a Cron Tasks List grid in backend was added. Run cron tasks and generate their schedule by clicking the ‘Run Cron’ button. Also, delete tasks in bulk, use filtering and sorting options when it is needed
1.1.3 - Jan 24, 2019
  • Improvement minor visual improvement for the extension settings in the admin panel
1.1.2 - Aug 21, 2018
  • Compatibility the compatibility with the Amasty Follow Up Email extension was improved
1.1.1 - Jul 06, 2018
  • Improvement the ability to segment guest purchases was implemented
  • Compatibility the compatibility with the Order Attributes extension was improved
1.1.0 - Feb 22, 2018
  • New added the compatibility with the Amasty Order Attributes and Amasty Customer Attributes extensions. Now, you can select custom attributes for segmentation
Version 1.0.2
Last Update: Nov 16, 2017
1.0.2 - Nov 16, 2017
  • Fixed an issue related to conditions with an address.
1.0.1 - Oct 17, 2017
  • Fixed an issue with installation script.

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