Customer segmentation allows you to categorize customers sharing similar traits into groups. This tool is invaluable for tailoring messages precisely, ensuring you communicate the right message to the right audience at the perfect time.

Benefits of Customer Segmentation:

  • Gain deeper insights into customer behavior and preferences.
  • Craft personalized marketing campaigns for targeted customer groups.
  • Implement cost-effective marketing strategies based on predicted spending tiers.

How to Create Customer Segments:

  1. Begin in your Shopify admin: Navigate to the Customers section.
  2. Use filters: Combine different filters (names, operators, and values) to define your customer segments. Filters help identify specific customer traits, such as geographical location or purchase frequency. 
    Creating Customer Segments
  3. Utilize existing templates: Shopify provides default segments and templates as a starting point or inspiration for creating your segments. 
    Utilizing shopify existing templates for segments or filter
  4. Automatic updates: New customers fitting your segment criteria are automatically added, ensuring your segments are always up-to-date.

Creating a New Segment:

  1. In Shopify admin, go to Customers and select Segments.
  2. Click "Create Segment." 
    Creating New Segments
  3. Add filters manually or use the Filters icon for suggestions. 
    Adding filters
  4. Apply the filter to preview matching customers.
  5. Save the segment with a unique name.

Using a Template for Segmentation:

  1. From Customers, access Templates.
  2. Choose a category and select a template. 
    Using a template for segmentation
  3. Adjust the filters in the template as needed.
  4. Save your customized segment.

Creating Segments from Existing Ones:

  1. Go to Segments under Customers.
  2. Select an existing segment to modify. 
    Creating Segments from existing ones
  3. Adjust criteria to fit your new segment.
  4. Save as a new segment or update the existing one.

Why It Matters:

Customer segments refine your marketing strategy, allowing for personalized communication that resonates with specific groups. This not only enhances customer engagement but also drives sales by delivering relevant offers and information.

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