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.
On this page
Fields
The Look up customer in segment action contains the following fields.
| Field | Description |
|---|---|
| Select a segment | Required. 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:
- Customer account disabled
- Customer account enabled
- Customer created
- Draft order created
- Subscription contract created
API details
Templates
Add an order tag when placed by a member in a certain Segment
When an order is created, check if member is in a segment and then add an order tag. Uses "Look up customer in segment" action. View template
Drive online customers to nearby retail locations
Send an email inviting online customers to visit your retail locations after each purchase. This automation is triggered when an order is paid and requires:
- A retail location with a valid address in the Point of Sale sales channel
- A customers near retail locations segment. View template