What is the "Customer Segmentation" add-on?

Customer Segmentation — an add-on that allows you to both automatically and manually create customer segments. At the moment, you can use this add-on to show different products to different customers.

⚠️ "Customer Segmentation" add-on works only in the new Dashboard!

How to set up the "Customer Segmentation" add-on?

Open your Dashboard → go to the Settings → Store page → Add-ons tab.

Enable Customer Segmentation add-on.

If you want to segment customers right after their first interaction with your store-bot → Click the Settings button.

Add a preferred number of questions that the store-bot will ask. Then add a preferred number of possible answers for each question you've created. Fill in all the necessary fields → click the Save button.

💡 If you add new questions later, old customers will see them after any new interaction with the store-bot.

After all the fields have been filled in, you can create and set up new segments that will group your customers based on their answers. To do that, go to the Customers → Segments page.

Click the + Add segment button to create and set up a new segment.

For Segment Type choose Auto → enter a name for this segment → use Registration data section to configure what customers will end up in this segment based on their answers. Please note, you can choose multiple answers for every question. Click the Add button to save your question filter. You can add as many questions as you've created in the settings of the "Customer Segmentation" add-on.

💡 Customer data in auto segments will be updated once every 5 minutes.

💡 You can choose Manual if you don't want to set up custom rules, and just to manually add your customers one by one.

Finally, assign your newly created segment to Product Variants you want to show only to the customers of this segment.

In the similar manner, you can set up other rules based on the information below:

Criteria types:

Last Interaction — has two fields From and To that allow to configure the period of the last interaction of the customer with the store-bot. So, if the customer's last interaction was between those two dates — he will be assigned to that segment.

First Interaction — has two fields From and To that allow to configure the period of the first interaction of the customer with the store-bot. So, if the 1st time the customer interacted with the bot was between those two dates — he will be assigned to that segment.

Average Check — has two fields for minimum and maximum sum of the average check. So, if the average check of the customer is in between those two minimum and maximum values — he will be assigned to that segment.

Total Check — has two fields for minimum and maximum sum of the total check. So, if the total check of the customer is in between those two minimum and maximum values — he will be assigned to that segment.

Time Frame — is a special criterion that will affect Average Check and Total Check criteria. Has two fields From and To that allow to configure the period to check for those two criteria (Average Check and Total Check). Leave both its fields blank to check the whole order history of the customer.

Updated on: 19/06/2023