Customer Segmentation for Magento 2
The Customer Segmentation module enables administrators to create customer segments that can be used to generate promotional rules and export customer data. It also allows customers to be moved to different customer groups to make customized discounts and cart price rules. This module is useful for targeting customers according to their needs and increasing conversation rates and customer retention.
- Segment customer records based on the purchase history and personal records
- Easy to create segments
- Export segmented customer records and use them for marketing purpose
- Create promotional rules based on the created customer segment
- Move customers to other customer groups
Features
What does the Customer Segmentation module do?
The Customer Segmentation module allows an administrator to define rules which enable customers to be segmented based on the rule condition. The administrator can segment customers based on many criteria like personal details (Birth date, address, etc.) and purchase history. These created segments can be used to generate promotional rules.
Why the Module is useful?
Customer segmentation is one of the critical principles of marketing. It allows store owners to generate different segments and run a marketing campaign or promotional events for each segment. In this way, you can target the customers according to their needs or purchase behavior and increase conversation rates and customer retention.
The default Magento functionality only allows you to create a promotional rule based on the customer groups. However, using our module, you can create promotional rules for customers from different customer groups. So the promotions you want to run on your store won't be restricted to specific customer groups.
How Module works?
The segment rule needs to be created first, and based on the rule conditions, the customers will be identified for each segment. Then the created segment can be used to create a promotional rule and export the customer data for each segment.
Use Customer's personal and sales data to create segments.
You can create a condition based on the customer's details, address, and sales history. Only those customers whose record matches the created condition will be part and available in the segment.
For the customer's details, you can use the customer's personal information like birth date, Name, Address, etc.
View the list of customers that are part of the created segment
Once you have created the rule condition and saved the segment, you will see the Included Customer tab for each segment.
This tab shows all the customer records that matched the created condition and part of the created segment.
Export the customer records for each segment
The module also provides functionality to export customer records for each segment. You can export the customer data from the segment page.
You can download the customer data which are found based on segment conditions in CSV format
Provide customized discounts by creating a cart price rule
In the Magento shopping cart price rules, you can select the available segment to generate the cart price rule.
So if the segment is selected for the cart price rule, the rule will be available and applied to all the customers who are part of the selected segment.
