How to Create a Segment for Your Customers in Your Shopify Store

Creating customer segments in your Shopify store helps you to target specific groups of customers based on certain criteria such as purchase history, location, or behaviour. This can be highly beneficial for personalised marketing, customer relationship management, and improving customer service. Here’s a step-by-step guide on how to create a customer segment in your Shopify store:

How to Create a Segment for Your Customers in Your Shopify Store

Step 1: Log in to Your Shopify Admin

1. Open your web browser and go to the Shopify website.
2. Log in to your Shopify account with your username and password.
3. You will be directed to your Shopify admin dashboard upon successful login.

Step 2: Navigate to the Customers Section

1. From the Shopify admin dashboard, click on "Customers" in the left-hand sidebar.
2. This will take you to the Customers page, where you can see a list of all your store’s customers.

Step 3: Create a New Segment

1. On the Customers page, click on the "Create segment" button located at the top right corner.

Step 4: Define Segment Criteria

1. In the segment creation interface, you will be able to define the criteria for your customer segment. Shopify provides various filters and conditions you can use, such as:
   • Location: Country, region, city.
   • Order history: Number of orders, total spent, last order date.
   • Customer behaviour: Products viewed, pages visited.
   • Customer details: Email, tags, account status.
2. Combine multiple criteria to narrow down your segment as needed. For example, you might create a segment for customers who have made a purchase in the last 30 days and live in a specific country.

Step 5: Save the Segment

1. After defining your segment criteria, give your segment a name that clearly describes the customer group, such as "Recent Purchasers - UK" or "High Spenders".
2. Click the "Save segment" button to create the segment.

Step 6: View and Use Your Segment

1. Once saved, your new customer segment will appear in the list on the Customers page.
2. Click on the segment name to view the customers included in this segment.
3. Use the segment for targeted email campaigns, promotions, or other marketing activities.

Additional Tips

1. Regular Updates: Customer data changes frequently, so regularly review and update your segments to ensure they remain accurate and relevant.
2. Email Marketing: Use segments to send personalised email marketing campaigns via Shopify Email or integrated email marketing apps.
3. Customer Tags: Utilise customer tags to easily identify and segment customers based on specific actions or attributes.
4. Analytics: Monitor the performance of your segments to understand their engagement and conversion rates, allowing you to optimise your marketing strategies.
5. Custom Reports: Generate custom reports based on segments to gain deeper insights into customer behaviour and trends.

Conclusion

Creating customer segments in your Shopify store allows you to tailor your marketing efforts and improve customer engagement by targeting specific groups based on various criteria. By following these steps, you can efficiently set up and manage customer segments to enhance your store’s marketing strategies and customer relationship management. If you encounter any issues or need further assistance, Shopify’s support resources and community forums are valuable resources.