Managing customer segments

You can build your own customer segments by combining filter names, operators, and values in the editor on the Customers page. In addition, your Shopify admin includes default customer segments and templates that you can use as they are, change to suit your needs, or use as a starting point to create a new customer segment.

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.

Before you begin

Learn about the different components of a customer segment.

Learn about the filters that are used to build customer segments.

Create a new customer segment

Build a new customer segment by combining filter names, operators, and values.

Steps:

1. From your Shopify admin, go to Customers.

2. Click All customers.

3. Click Create segment. The segment list displays a segment named New segment that has Draft beside it.

4. 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.

5. Click a filter name. The filter name is displayed in the editor.

6. Click an operator.

7. Click a value.

8. To add another filter, click a connector, and then click another filter name, operator, and value.

9. 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.

10. Review the list of customers to verify that your customer segment works as expected, and then make any necessary changes.

11. Click Save, and then enter a name for the segment.

12. Click Save.

Your new customer segment is displayed in the segments list.

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:

1. From your Shopify admin, go to Customers.

2. Click the Templates icon.

3. From the CATEGORIES list, click the type of template that you want.

4. Click Add to editor next to the template that you want to use. The corresponding filter names, operators, and values are added to the editor.

5. Optional: Select a connector, and then add another template to the editor.

6. In the editor, make the appropriate changes.

7. 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.

8. Review the list of customers to verify that your customer segment works as expected, and then make any necessary changes.

9. Click Save, and then enter a name for the segment.

10. Click Save.

Your new customer segment is displayed in the segments list.

Create a customer segment using an existing customer segment

Your Shopify admin includes default customer segments. 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.

Note

The All customers segment can't be edited or renamed.

Steps:

1. From your Shopify admin, go to Customers.

2. Click All customers.

3. From the segments list, click an existing customer segment.

4. In the editor, make the appropriate changes.

5. 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.

6. Review the list of customers to verify that your customer segment works as expected, and then make any necessary changes.

7. Click Save.

8. To create a new customer segment, click Save as new segment, and then enter a new name.

9. Click Save.

Your new customer segment is displayed in the segments list.

Edit a customer segment

1. From your Shopify admin, go to Customers.

2. Click All customers.

3. From the segments list, click an existing customer segment.

4. In the editor, make the appropriate changes.

5. 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.

6. Review the list of customers to verify that your customer segment works as expected, and then make any necessary changes.

7. Click Save.

8. Click Save changes, and then click Save.

Rename a customer segment

Before you attempt to rename a customer segment, verify that no other customer segments are being edited. In the segments list, Draft is displayed next to customer segments when they are being edited.

Steps:

1. From your Shopify admin, go to Customers.

2. Click All customers.

3. From the segments list, select the customer segment that you want to rename.

4. Click Rename.

5. Enter a new name for the customer segment.

6. Click Save.

Sending an email marketing campaign to a customer segment

The Shopify Email app is used to send an email marketing campaign to customers in a selected segment. If you don't have the Shopify Email app installed, then you're prompted to install it the first time that you attempt to send an email campaign.

Note

Only customers who have subscribed to your emails receive your messages.

Shopify Email checks whether your email subscribers have a valid email address. In this case, there might be more customers in your segment than who actually receive your marketing campaign through Shopify Email.

If you want to create a record of which customers you included in your email campaign, then you can export a customer CSV file that only contains the profiles of the customers in the segment that you selected.

Before you begin

If you haven't used the Shopify Email app before, verify that your store meets the requirements for using the app.

Send an email marketing campaign to a customer segment

1. From your Shopify admin, go to Customers.

2. Click All customers.

3. From the segments list, click a customer segment.

4. Click Email segment.

5. Click Email segment using Shopify Email.

6. If necessary, install the Shopify Email app.

7. Create an email campaign.

Export your email marketing campaign customer segment to a CSV file

1. From your Shopify admin, go to Customers.

2. Click All customers.

3. From the segments list, click a customer segment.

4. Click Email segment.

5. Click Export segment to expand the export options.

6. Do either of the following:

   • To use a spreadsheet program to view and edit your customer CSV file, select CSV for Excel, Numbers, and other spreadsheet programs.
   • To use a plain-text editor to view and edit your customer CSV file, select Plain CSV file.

7. Click Export segment.

Export a customer segment to a CSV file

You can export a customer segment to a customer CSV file. Before you start, review the considerations for customer CSV files.

Steps:

1. From your Shopify admin, go to Customers.

2. Click Export.

3. Select # customers matching your filters to export only the selected customer segment.

4. Do either of the following:

   • To use a spreadsheet program to view and edit your customer CSV file, select CSV for Excel, Numbers, and other spreadsheet programs.
   • To use a plain-text editor to view and edit your customer CSV file, select Plain CSV file.

5. Click Export customers.

Delete a customer segment

Before you attempt to delete a customer segment, verify that no other customer segments are being edited. In the segments list, Draft is displayed next to customer segments when they are being edited.

Steps:

1. From your Shopify admin, go to Customers.

2. Click All customers.

3. From the segments list, select the customer segment that you want to delete.

4. Click Delete.

5. To confirm that you want to delete that customer segment, click Delete segment.