Look up customer in a segment
In workflows that use customer data, you can use the Look up customer in a segment action to determine if a customer is a member of the selected segment. You can use this action in any workflow, including the Scheduled time trigger. In a workflow that uses the Scheduled time trigger, the workflow starts at a time that you've specified, rather than as a result of an event. Because there is no specific event in your store or from an app that starts the workflow, there is no data automatically included.
On this page
The Look up customer in a segment action contains the following fields.
|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.|
The Look up customer in a 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 a segment variable available in the variable picker. To use the data extracted by your query in following conditions or actions, select Look up customer in a segment in the Returned data section of the configuration panel. For custom created variables, use the
The Look up customer in a segment action can be used in any workflow.
In this example workflow, a workflow is scheduled to run every Sunday at 12:30 pm. The Look up customer in a 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.