Creating customer segments
You can group customers who have similar characteristics into a customer segment. You can build your own customer segments by combining filter names, operators, and values in the editor on the Customers page or by clicking Create segment button on the Segments page and using the editor on the segment details page. In addition, your Shopify admin includes some default customer segments and templates that you can change to suit your needs, or use as a starting point to create a new customer segment.
Before you begin creating customer segments, learn about the different components of a customer segment, and the filters that are used to build customer segments.
On this page
Using the editor to create customer segments
The editor is designed to help you to build your customer segments. As you add components to your customer segment, you are provided with a list of the available filter names, operators, and values that you can use.
You can access more help by clicking any of the following icons:
| Icon | Icon name | Function |
|---|---|---|
 | Filters | Opens lists of available filter names. The lists are categorized into Shopify-based filter names and filter names based on any Metafields that you might have that use the supported content types. When you click a filter name, the code is entered into the editor. |
 | Templates | Opens a list of default customer segments as a basis for building your own customer segment. |
 | How to | Provides information about the components that you use to build your customer segments. |
Create a new customer segment
Build a new customer segment by combining filter names, operators, and values.
Steps:
From your Shopify admin, go to Customers.
Click Segments.
Click Create Segment.
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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.
Click a filter name. The filter name is displayed in the editor.
Click an operator.
Click or type a value.
To add another filter, click a connector, and then click another filter name, operator, and value.
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 is displayed above the editor.
Review the list of customers to verify that your customer segment works as expected, and then make any necessary changes.
Click Save segment, and then enter a name for the segment.
Click Save.
Your new customer segment is displayed in the segments index.
Create a customer segment using a template
Your Shopify admin includes templates for you to use as a starting point to help you to build your own customer segment. You can add one or more templates to your customer segment.
Steps:
From your Shopify admin, go to Customers.
Click the Templates icon.
From the CATEGORIES list, click the type of template that you want.
Click Use this template next to the template that you want to use. The corresponding filter names, operators, and values are added to the editor.
Optional: Select a connector, and then add another template to the editor.
In the editor, make the appropriate changes.
To test your segment, click Apply. The customers who match the criteria are listed below the editor. The number of customers who match the criteria is displayed above the editor.
Review the list of customers to verify that your customer segment works as expected, and then make any necessary changes.
Click Save segment, and then enter a name for the segment.
Click Save.
You can access your new customer segment on segments index.
Create a customer segment using an existing customer segment
Your Shopify admin includes default segments that display Shopify as the author. You can use these segments or any other segments that you already created as a starting point to help you build a new customer segment.
Steps:
From your Shopify admin, go to Customers.
Click Segments.
From the segments index, click an existing customer segment.
In the editor, make the appropriate changes.
To test your segment, click Apply. The customers who match the criteria are listed below the editor. The number of customers who match the criteria is displayed above the editor.
Review the list of customers to verify that your customer segment works as expected, and then make any necessary changes.
Click Save segment.
To create a new customer segment, click Save as new segment, and then enter a new name.
Click Save.
Your new customer segment is displayed in the segments index.
Customer segments update automatically
After you create a customer segment, new customers who match the criteria are automatically included in that customer segment. For example, if you create a customer segment that includes all your customers who subscribe to your marketing emails, then any new customers who subscribe to your marketing emails are automatically included in that customer segment.
If an individual customer matches the criteria for more than one customer segment, then that customer can be included in multiple customer segments.
When an existing customer no longer matches the criteria for a customer segment, they're automatically removed from that customer segment.