Look up customer in segment

In workflows that use customer data, you can use the Look up customer in segment action to determine if a customer is a member of the selected segment.

Fields

The Look up customer in segment action contains the following fields.

Fields used in the Look up customer in a segment action.
FieldDescription
Select a segmentRequired. The segment to retrieve customer data from. The options in this menu are derived from the customer segments that are available in your store.

Returned data

The Look up customer in segment action itself doesn't take any direct action in your store. Instead, it extracts data from your store based on your query, and makes this data available for use in subsequent steps in your workflow.

When you add a Look up customer in a segment action to a workflow, steps that follow this action have a Look up customer in segment variable available in the variable picker. To use the data in following conditions or actions, select Look up customer in segment in the Returned data section of the configuration panel.

Triggers

The Look up customer in segment action can be used in any workflow that provides a customer:

Example

Example of a workflow that sends and retrieves a list of new customers and which checks whether customers have placed an order in the past week. A list of customers that have not placed an order in the past week is sent in an internal email.

In this example workflow, a workflow is scheduled to run every Sunday at 12:30 pm. The Look up customer in segment action is used to determine whether new customers have placed an order in the last week. An internal email is sent with a list of customers that have not placed an order.

API details

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