Customer Segment Service Tutorials

Customer Segment Service allows you to group your customers in many convenient ways that suit different purposes. You can assign products or categories to create targeted marketing campaigns and display the relevant items on the storefront. The flexible service's API facilitates configuring and managing customer segments.

How to add a customer segment

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To create and configure a segment, you need the customersegment.segment_manage scope.

Create a customer segment

Create a customer segment by sending a request to the the Creating a customer segment endpoint.

Add products/categories to a segment

Connect the segment with specific products and/or categories for more customized content.

To add an individual product or a category, call the Updating an item assignment endpoint.

To assign multiple products or categories to the segment, call the Updating multiple item assignments endpoint.

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Note that this operation performs an UPSERT operation. The UPSERT means that if an item is already assigned to a segment, the assignment gets updated. If not, the new one is created in the system.

Add segment members

Now, add customers to the segment. Depending on your setup and purpose, you can add B2B or B2C customers.

To add a B2B customer, send the request to the [B2B] Updating a customer assignment endpoint.

To add a B2C customer, send the request to the [B2C] Updating a customer assignment endpoint.

To add multiple customers at once, send the request to the Updating multiple customer assignments endpoint.

attention

Note that this operation performs an UPSERT operation. The UPSERT means that if a customer is already assigned to a segment, the assignment gets updated. If not, the customer assignment is created in the system.

How to find a specific segment using search parameters

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To search for a segment, you need the customersegment.segment_read scope to retrieve all customer segments.

You can use the search API to find a segment of your interest that match a specific criteria. Send the request to the Searching with parameters for customer segments endpoint.

In the request body, pass the criteria you're looking for in the q parameter.