Shopify empowers you to segment your customer base into groups, allowing you to tailor marketing efforts, offer targeted discounts, and personalize the shopping experience.

In this guide, we will walk you through the step-by-step process of creating customer groups on Shopify, ensuring you can effectively target your audience and optimize your marketing strategies.

Creating New Customer Segments Using The Editor

To create a completely customized group of customers, you can start from scratch using Shopify’s editor, which allows you to apply specific filters based on various criteria.

Step 1: From your Shopify admin, go to Customers 

Step 2: Select Segments from the dropdown menu

Step 3: Click Create segment to start a new one

Step 4: Click filter 

Step 5: Here, you can set filters based on customer details such as location, order history, tags, etc. For example, to create a segment of high-spending customers, you can filter by total spend.

Step 6: Set the specific conditions

Step 7: Click Apply

Step 8: Click Save segment to finalize your customer group

Creating A Customer Segment Using A Template

If you prefer a quicker method, Shopify provides templates that you can easily modify to fit your needs, saving you time while ensuring your customer groups are well-organized.

Follow steps 1 to 3 from the first method

Step 4: Click template

Step 5: Browse available templates like” Engage first time customers” or “Engage high-value customers“

Step 6: Modify any criteria to better fit your needs and click Use this template

Step 7: Click Apply

Step 8: Finally, click Save segment

Creating A Customer Segment Using An Existing Customer Segment

For even more efficiency, you can base a new segment on an already existing one

Follow steps 1 to 2 from the first method

Step 3: Find the segment you want to use as a base Click on the “…” (Show actions) next to it.

Step 4: Select Duplicate

Step 5: Select Duplicate segment

Step 6: Click on the duplicated segment to open it

Step 7: Modify criteria as needed

Step 8: After making any changes, click Save segment

FAQs

1. Can I create multiple customer groups?

Yes. You can create as many customer segments as needed for different marketing strategies.

2. Can I edit customer groups later?

Yes. You can always go back and modify your existing customer segments.

3. Can I export a list of customers in a segment?

Yes, you can export customer data from a segment. Go to the segment, click “Export“, and choose your preferred format.

4. Can customers see which segments they’re in? 

No, customer segments are for internal use only. Customers cannot see which segments they belong to.

Bottom Line

Great, now you’re ready to create customer segments on Shopify! Remember to use filters, searches, and tags to easily group your customers based on their characteristics and behaviors. This will help you tailor your marketing efforts and provide a more personalized shopping experience for everyone.

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