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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
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Why do you need to segment customers

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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

Easy Customer Segmentation

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 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.
magento-2-segmentation-registered-customers

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.
magento-2-segmentation-cart

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.
magento-2-segmentation-orders

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.

magento-2-segmentation-products

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.

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.

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Version 1.1.16
Last Update: Sep 21, 2021
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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