Managing customer segments
After you create your customer segments, you can use the editor to edit, rename, or delete a customer segment. You can also use Shopify Email to send an email to a specific customer segment.
On this page
Manage customer segments
Manage your customer segments by going to the segments index page.
From customer size, the percentage of customers in this segment is displayed compared to all customers so you can understand the size of this segment. Each time a new customer meets the criteria for the segment, they will automatically be added to the segment. The count on the segments index is updated when you view the segment by going to the segment details page or when an app, such as Shopify Email, uses the segment. To view when the count was last updated on the segments index, hover over the count.
The author column displays who created the segment. A segment can be created by Shopify, merchants, or apps.
Steps:
From your Shopify admin, go to Customers.
Click Segments.
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Do one of the following:
- Click the segment in the list to access the segment details page.
- Click search to search segments by name. You can search segments by name and sort segments by segment last activity.
- Click the last activity column header to change segment sorting. Last activity displays when this segment was created or when it was last edited.
Edit a customer segment
Rename a customer segment
Before you attempt to rename a customer segment, verify that no other customer segments are being edited. In the segments index, Draft is displayed next to customer segments when they're being edited.
Steps:
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.
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, then verify that your store meets the requirements for using the app.
Send an email marketing campaign to a customer segment
Create a discount code for a customer segment
You can create a discount code for a customer 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.