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User Guide: Advanced Customer Segments
Page 1
Advanced Customer Segments
Magento Extension
User Guide
Official extension page: Advanced Customer Segments
Support: http://amasty.com/contacts/
Page 2
Table of contents:
1. General Settings…………………………………………………………………………………….…….3
2. Segment Creation……………….……………………………………………….…………………..…..4
3. Ordered N products with specific orders subselection…………………………………….10
4. Total sales amount equals or greater than N with a specific order subselection...12
5. Viewed N products with a specific product subselection……………………….…………15
6. N days from last visit……………………………………………………………………………………17
7. Condition combinations ………………………………………………………………………………19
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
Page 3
1. General Settings
Support: http://amasty.com/contacts/
Specify the exact time
when you want
segmentation lists to
be updated by cron.
User Guide: Advanced Customer Segments
Here you can choose which
customer attributes will be
available in the Conditions tab for
rules based on customer data (see
page 17)
Page 4
2. Segment Creation
Support: http://amasty.com/contacts/
To create segmentation rules please
go to Customers ->Customer
Segmentation
User Guide: Advanced Customer Segments
Page 5
On the Segments grid you can
view and edit all created
customer segments. Click on the
necessary segment to start
editing.
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
Click here to add a
new segment.
2. Segment Creation
Page 6
Support: http://amasty.com/contacts/
Specify segment’s
name and status.
User Guide: Advanced Customer Segments
Choose the website
from which you will
filter customers.
2. Segment Creation
Page 7
Click here to specify
conditions for a new
segment.
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
2. Segment Creation
Page 8
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
Choose the condition or
conditions combination
for precise customer
segmentation.
With the extension you can
create segments based on:
• Orders;
• Billing address;
• Shipping address;
• Shopping cart data;
• Registered customers data;
• Products;
Please see page 9 for various
rule examples.
After you specify all necessary
conditions click here to generate
customers list. To see the list go
to the Customers tab.
2. Segment Creation
Page 9
After the rule is applied
you’ll see all the
customers meeting your
conditions in the
Customers tab.
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
You can easily export
customers list to CSV
or XML files.
Click here to get
redirected to the
customer info page.
2. Segment Creation
Page 10
3. Rule: Ordered N products with specific orders subselection
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
NOTE: Order based
conditions will be
applied not only to
registered customers,
but to guest visitors
as well.
Page 11
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
In this example, we’ve
chosen the ‘Ordered
products by condition’
option. According to our
settings, we’ll get the list of
customers who ordered 10
or more products of the
Logitech manufacturer.
3. Rule: Ordered N products with specific orders subselection
Page 12
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
Choose this condition to sort
customers by total sales
amount or average order
value.
4. Rule: Total sales amount equals or greater than N with a specific order subselection
Page 13
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
According to our conditions
we’ll get the list of customers
who added to cart products
from specific categories to
the amount of 1000 or
higher.
4. Rule: Total sales amount equals or greater than N with a specific order subselection
Page 14
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
You can also sort customers
by the average order value.
4. Rule: Total sales amount equals or greater than N with a specific order subselection
Page 15
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
Create segmentation rules
based on viewed products and
products added to wishlists.
5. Rule: Viewed N products with a specific product subselection
Page 16
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
According to this condition
we’ll sort customers who
have visited at least 2
product pages with the
specific products (for that
reason we’ve specified
product SKUs).
5. Rule: Viewed N products with a specific product subselection
Page 17
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
Create rules based on
customer attributes. You can
specify which conditions will
be displayed in this drop-
down in the general
configuration tab (see page 3)
6. Rule: N days from last visit
Page 18
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
Filter all customers who
haven’t visited your store at
least 10 days and belong to
the Wholesale customer
group.
6. Rule: N days from last visit
Page 19
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
7. Condition combinations
To create complex rules with
AND/OR logic choose the
Conditions Combination
option.
Page 20
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments
7. Condition combinations
According to this rule, the
extension will sort out
customers who created carts
10 days ago or earlier and
added to cart at least 2
products OR haven’t
modified their carts
containing at least 20
products more than 15 days.
NOTE: Cart based
conditions will be
applied not only to
registered customers,
but to guest visitors
as well.
Thank you!
Your feedback is absolutely welcome!
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/
Page 21
Support: http://amasty.com/contacts/
User Guide: Advanced Customer Segments

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Advanced Customer Segments Magento Extension by Amasty | User Guide

  • 1. User Guide: Advanced Customer Segments Page 1 Advanced Customer Segments Magento Extension User Guide Official extension page: Advanced Customer Segments Support: http://amasty.com/contacts/
  • 2. Page 2 Table of contents: 1. General Settings…………………………………………………………………………………….…….3 2. Segment Creation……………….……………………………………………….…………………..…..4 3. Ordered N products with specific orders subselection…………………………………….10 4. Total sales amount equals or greater than N with a specific order subselection...12 5. Viewed N products with a specific product subselection……………………….…………15 6. N days from last visit……………………………………………………………………………………17 7. Condition combinations ………………………………………………………………………………19 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments
  • 3. Page 3 1. General Settings Support: http://amasty.com/contacts/ Specify the exact time when you want segmentation lists to be updated by cron. User Guide: Advanced Customer Segments Here you can choose which customer attributes will be available in the Conditions tab for rules based on customer data (see page 17)
  • 4. Page 4 2. Segment Creation Support: http://amasty.com/contacts/ To create segmentation rules please go to Customers ->Customer Segmentation User Guide: Advanced Customer Segments
  • 5. Page 5 On the Segments grid you can view and edit all created customer segments. Click on the necessary segment to start editing. Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments Click here to add a new segment. 2. Segment Creation
  • 6. Page 6 Support: http://amasty.com/contacts/ Specify segment’s name and status. User Guide: Advanced Customer Segments Choose the website from which you will filter customers. 2. Segment Creation
  • 7. Page 7 Click here to specify conditions for a new segment. Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments 2. Segment Creation
  • 8. Page 8 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments Choose the condition or conditions combination for precise customer segmentation. With the extension you can create segments based on: • Orders; • Billing address; • Shipping address; • Shopping cart data; • Registered customers data; • Products; Please see page 9 for various rule examples. After you specify all necessary conditions click here to generate customers list. To see the list go to the Customers tab. 2. Segment Creation
  • 9. Page 9 After the rule is applied you’ll see all the customers meeting your conditions in the Customers tab. Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments You can easily export customers list to CSV or XML files. Click here to get redirected to the customer info page. 2. Segment Creation
  • 10. Page 10 3. Rule: Ordered N products with specific orders subselection Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments NOTE: Order based conditions will be applied not only to registered customers, but to guest visitors as well.
  • 11. Page 11 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments In this example, we’ve chosen the ‘Ordered products by condition’ option. According to our settings, we’ll get the list of customers who ordered 10 or more products of the Logitech manufacturer. 3. Rule: Ordered N products with specific orders subselection
  • 12. Page 12 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments Choose this condition to sort customers by total sales amount or average order value. 4. Rule: Total sales amount equals or greater than N with a specific order subselection
  • 13. Page 13 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments According to our conditions we’ll get the list of customers who added to cart products from specific categories to the amount of 1000 or higher. 4. Rule: Total sales amount equals or greater than N with a specific order subselection
  • 14. Page 14 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments You can also sort customers by the average order value. 4. Rule: Total sales amount equals or greater than N with a specific order subselection
  • 15. Page 15 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments Create segmentation rules based on viewed products and products added to wishlists. 5. Rule: Viewed N products with a specific product subselection
  • 16. Page 16 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments According to this condition we’ll sort customers who have visited at least 2 product pages with the specific products (for that reason we’ve specified product SKUs). 5. Rule: Viewed N products with a specific product subselection
  • 17. Page 17 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments Create rules based on customer attributes. You can specify which conditions will be displayed in this drop- down in the general configuration tab (see page 3) 6. Rule: N days from last visit
  • 18. Page 18 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments Filter all customers who haven’t visited your store at least 10 days and belong to the Wholesale customer group. 6. Rule: N days from last visit
  • 19. Page 19 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments 7. Condition combinations To create complex rules with AND/OR logic choose the Conditions Combination option.
  • 20. Page 20 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments 7. Condition combinations According to this rule, the extension will sort out customers who created carts 10 days ago or earlier and added to cart at least 2 products OR haven’t modified their carts containing at least 20 products more than 15 days. NOTE: Cart based conditions will be applied not only to registered customers, but to guest visitors as well.
  • 21. Thank you! Your feedback is absolutely welcome! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Page 21 Support: http://amasty.com/contacts/ User Guide: Advanced Customer Segments