Magento Customer Segments

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In Magento Enterprise Edition we have Rich Merchandising Suite which allows you to define customer segments to optimize your marketing initiatives. Let’s define Customer segementation:

Customer segmentation is the practice of dividing a customer base into groups of individuals that are similar in specific ways relevant to marketing, such as age, gender, interests, spending habits, and so on. Using segmentation allows companies to target groups effectively, and allocate marketing resources to best effect.

Source

Inchoo Segmentation

The best way to show this feature is to make real example on Default EE Magento store. We would like to have company discount for all costumer who use their company email address for registration nameordepartment@companyname.com. After we create Customer Segment we can use it in feature marketing/sales action, free shipping, discount…

After log in in Magento Admin, go to Customers -> Customer Segements

We already have a few segments there, but lets create a new one.

New Customer Segement

Here we have basic information,

  • Segment Name (required field) – This is for internal purposes.
  • Description – This is also for internal purposes, and provides an optional space to enter more detailed information than can be contained in the Segment Name.
  • Assigned to Website (required field) – A Customer Segment can only be assigned to one Website, because the conditions can use information that is specific to each Website. To use the same conditions on multiple Websites, you must create multiple Segments.
  • Status (Active/Inactive) – Select Active to enable this Segment.

Price Rules and Banners associated to this Segment can be unassociated by selecting Inactive, without having to edit the Price Rule or Banners.

Now we create a simple rule, select all registered customers with specific company email address.

Now we have Customer Segment, later we will use it to create targeted and more personalized selling campaigns.


About Stanislav Mihic

Frontend Developer

Stanislav is specialized in Web and Frontend Development with technologies such as JavaScript, CSS, and HTML using agile practices.

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5 comments

  1. Hi, it would be great if you explain how magento works with customer segments in backend. like how it checks a particular customer lies in a specific customer segment or not? i am more interested in its code rather than how to create a segment from admin portal. 🙂

  2. Hi Will,

    This feature is part of Magento Enterprise Rich Merchandising Suite, so yes this is only for Magento Enterprise. I think that is not possible to use with custom fields, Custom Attributes but you have “Customer Attributes” 🙂

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