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1
Date Goes Here, 2013
David Wilkes
eCommerce Platform Lead
Customer
Segments
3
What are Customer Segments?
 Customer Segments are grouping or groupings of visitors
 They can be both Customers and Guests
 They can be just Customers
 They can be just Guests
4
5
Customer Segments
 Customer or Segment
 Registration Segments
 Demographics
 Address
 Purchase Details
Types of Segments
Z Segments
This was a customer segment that was
unique to the implementation
6
What are Z Segments?
 Z Segments are predefined Segments specific to Implementation
7
Z Segments – Who they are
 Z1
 Z2
 Z3
 Z4
 Z5
 Description of custom segment
 Description of custom segment
 Description of custom segment
 Description of custom segment
 Description of custom segment
Name Description
8
This is about custom segments as part
of unique implementation
Customer or Segment
Customer Segments based on Customer or
Segments
9
Customer Segments based on Customer or
Segments
 This customer segment is based
on either customers that already
exist or on existing segments that
have been created
10
11
Customer Segments based on
Customer or Segments
 Customer segments
 Included customers
 Excluded customers
Types of Segments based on Customer or Segments
Customer Segments
 Customer Segments based on
customer segments
 Must belong to one of the
following segments
 Must belong to all of the following
segments
 Must not belong to any of the
following segments
Type of Segment Target
12
Included Customers
 Customer Segments based on
Included Customers
 List of customers included into
segment
Type of Segment Target
13
Excluded Customers
 Customer Segments based on
excluded customers
 List of customers not to be part of
the segment
Type of Segment Target
14
Registration Segments
Customer Segments based on Registration
Information
15
16
Registration Segments
 Registration status
 Registration date
 Last registration update
Types of Registration Segments
Registration status
 Customer Segments based on
Registration status
 Registered
 Unregistered
Type of Segment Target
17
Registration date
 Customer Segments based on
Registration date
 Registered within the following
number of days
 Registered before the following
number of days ago
 Registered before the following
date
 Registered after the following date
 Registered between the following
dates
Type of Segment Target
18
Last registration update
 Customer Segments based on
Last registration update
 Update must have occurred within
the following number of days
 Update must have occurred earlier
than the following number of days
ago
 Update must have occurred before
the following date
 Update must have occurred after the
following date
 Update must have occurred between
the following dates
Type of Segment Target
19
Demographics Segments
Customer Segments based on Demographic
Information
20
Customer Segments based on Demographic
Information
 Segments can be created on
Demographic information that is
available in WebSphere
Commerce
21
22
Demographics
 Gender
 Current age according to supplied birth date
 Age group
 Annual income
 Marital status
 Children
 Household size
Types of Demographics Segments
Gender
 Demographic Segments by
Gender
 Target Users with the following
Genders
Type of Segments Target Users
23
Current Age
 Demographic Segments by
Current Age according to supplied
birth date
 Current age equal to the following
 Current age must be greater than
or equal to the following
 Current age must be less than or
equal to the following
 Current age must be within the
following rage
Type of Segments Target Users
24
Age Group
 Demographic Segments by Age
Group
 Target the following age groups
Type of Segments Target Users
25
Annual income
 Demographic Segments by Annual
income
 Target the following income
groups
Type of Segments Target Users
26
Marital status
 Demographic Segments by Marital
status
 Target the following marital
statuses
Type of Segments Target Users
27
Children
 Demographic Segments by
Children
 Number of children must be equal
to the following number
 Number of children must be
greater than or equal to the
following number
 Number of children must be fewer
than or equal to the following
number
 Number of children must be within
the following range
Type of Segments Target Users
28
Household size
 Demographic Segments by
Household size
 Number of people must be equal
to the following number
 Number of people must be greater
than or equal to the following
number
 Number of people must be fewer
than or equal to the following
number
 Number of people must be within
the following range
Type of Segments Target Users
29
Address Segments
Customer Segments based on Address
Information
30
Customer Segments based on Address
Information
 Segments can be created on
Address information that is
available in WebSphere
31
City
 Address Segments by City  Customer resides in one of the
following cities
 Customer does not reside in any
of the following cities
Type of Segments Target Users
32
State or province
 Address Segments by State or
province
 Customer resides in one of the
following states or provinces
 Customer does not reside in any
of the following states or provinces
Type of Segments Target Users
33
Country or region
 Address Segments by Country or
region
 Customer resides in one of the
following countries or regions
 Customer does not reside in any
of the following countries or
regions
Type of Segments Target Users
34
Zip code or postal code
 Address Segments by Zip code or
postal code
 Zip code or postal code must start
with one of the following prefixes
 Zip code or postal code must not
start with one of the following
prefixes
Type of Segments Target Users
35
Phone number
 Address Segments by Phone
number
 Phone number must start with one
of the following prefixes
 Phone number must not start with
any of the following prefixes
Type of Segments Target Users
36
E-mail address
 Address Segments by E-mail
address
 E-mail address domain must
match one of the following
domains
 E-mail address domain must not
match any of the following
domains
Type of Segments Target Users
37
Purchase Details
Customer Segments based on Purchase
Details
38
Customer Segments based on Purchase Details
 This customer segment is based
on Purchase details which are in
WebSphere Commerce
39
40
Customer Segments based on
Purchase details
 Amount spent since registration
 Order
 Last purchase date
Types of Segments based on Purchase details
Amount spent since registration
 Purchase Detail Segments based
on amount spent since registration
 Amount spent must be zero
 Amount spent must be greater
than the following amount
 Amount spent must be less than
the following amount
 Amount spent must be with the
following range
Type of Segment Target
41
Orders
 Purchase Detail Segments based
on orders
 Number of orders must be equal
to the following number
 Number of orders must be greater
than or equal to the following
number
 Number of orders must be fewer
than or equal to the following
number
 Number of orders must be within
the following range
Type of Segment Target
42
Last purchase date
 Purchase Detail Segments based
on last purchase date
 Last purchase must have occurred
within the following number of
days
 Last purchase must have occurred
earlier than the following number
of days
 Last purchase must have occurred
before the following date
 Last purchase must have occurred
between the following date
Type of Segment Target
43
Miscellaneous
Customer Segments based on Miscellaneous
Details
44
45
Customer Segments based on
Miscellaneous details
 Last store visit date
 Job function
 Interest
 Company Name
 Currency
 Language
 Preferred method of communication
Types of Segments based on Miscellaneous details
Last store visit date
 Miscellaneous Segments based on
Last store visit date
 Last visit must have occurred within
the following number of days
 Last visit must have occurred earlier
than the following number of days
ago
 Last visit must have occurred before
the following date
 Last visit must have occurred after
the following date
 Last visit must have occurred
between the following dates
Type of Segment Target
46
Job function
 Miscellaneous Segments based on
Job function
 Target the following job functions
 Senior management
 Middle management
 Professional
 Technical staff
 Support staff
Type of Segment Target
47
Interest
 Miscellaneous Segments based on
Interest
 Interests must include one of the
following interests
 Interests must include all of the
following interests
 Interests must not include any of
the following interests
Type of Segment Target
48
Company Name
 Miscellaneous Segments based on
Company Name
 Company name must match one
of the following names
 Company name must not match
any of the following names
Type of Segment Target
49
Currency
 Miscellaneous Segments based on
Currency
 Target the following currencies
Type of Segment Target
50
Language
 Miscellaneous Segments based on
language
 English
 Francais
Type of Segment Target
51
Dialog Activities
Customer Segments based on Dialog
Activities
52
53
Customer Segments based on Dialog
Activities
 Wait
 Customer Registers
 Places an Order
 Participates in Social Commerce
 Abandons Cart
 Birthday
 Is in a Customer Segment
Types of Segments based on Triggers in Dialog Activities
54
Customer Segments based on Dialog
Activities
 Wait for Event
 Searches
 Recurring Order
 Subscription Event
 Checkout with a Promotion
 Customer Checks In
Types of Segments based on Triggers in Dialog Activities
55
Customer Segments based on Dialog
Activities
 Customer Segments
 Shopping Cart
 Purchase History
 Catalog Behavior
 Online Behavior
 Social Commerce Participation
 Day and Time
Types of Segments based on Targets in Dialog Activities
Customer Segments based on Dialog Activity
 A Customer Segment can be
created via one or more triggers
 A Customer Segment can be
created via one or more targets
 A Customer Segment can be
created with any combination of
triggers and targets
56
Thank You
57

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IBM WebSphere Commerce Management Center Customer Segments Presentation

  • 1. 1
  • 3. David Wilkes eCommerce Platform Lead Customer Segments 3
  • 4. What are Customer Segments?  Customer Segments are grouping or groupings of visitors  They can be both Customers and Guests  They can be just Customers  They can be just Guests 4
  • 5. 5 Customer Segments  Customer or Segment  Registration Segments  Demographics  Address  Purchase Details Types of Segments
  • 6. Z Segments This was a customer segment that was unique to the implementation 6
  • 7. What are Z Segments?  Z Segments are predefined Segments specific to Implementation 7
  • 8. Z Segments – Who they are  Z1  Z2  Z3  Z4  Z5  Description of custom segment  Description of custom segment  Description of custom segment  Description of custom segment  Description of custom segment Name Description 8 This is about custom segments as part of unique implementation
  • 9. Customer or Segment Customer Segments based on Customer or Segments 9
  • 10. Customer Segments based on Customer or Segments  This customer segment is based on either customers that already exist or on existing segments that have been created 10
  • 11. 11 Customer Segments based on Customer or Segments  Customer segments  Included customers  Excluded customers Types of Segments based on Customer or Segments
  • 12. Customer Segments  Customer Segments based on customer segments  Must belong to one of the following segments  Must belong to all of the following segments  Must not belong to any of the following segments Type of Segment Target 12
  • 13. Included Customers  Customer Segments based on Included Customers  List of customers included into segment Type of Segment Target 13
  • 14. Excluded Customers  Customer Segments based on excluded customers  List of customers not to be part of the segment Type of Segment Target 14
  • 15. Registration Segments Customer Segments based on Registration Information 15
  • 16. 16 Registration Segments  Registration status  Registration date  Last registration update Types of Registration Segments
  • 17. Registration status  Customer Segments based on Registration status  Registered  Unregistered Type of Segment Target 17
  • 18. Registration date  Customer Segments based on Registration date  Registered within the following number of days  Registered before the following number of days ago  Registered before the following date  Registered after the following date  Registered between the following dates Type of Segment Target 18
  • 19. Last registration update  Customer Segments based on Last registration update  Update must have occurred within the following number of days  Update must have occurred earlier than the following number of days ago  Update must have occurred before the following date  Update must have occurred after the following date  Update must have occurred between the following dates Type of Segment Target 19
  • 20. Demographics Segments Customer Segments based on Demographic Information 20
  • 21. Customer Segments based on Demographic Information  Segments can be created on Demographic information that is available in WebSphere Commerce 21
  • 22. 22 Demographics  Gender  Current age according to supplied birth date  Age group  Annual income  Marital status  Children  Household size Types of Demographics Segments
  • 23. Gender  Demographic Segments by Gender  Target Users with the following Genders Type of Segments Target Users 23
  • 24. Current Age  Demographic Segments by Current Age according to supplied birth date  Current age equal to the following  Current age must be greater than or equal to the following  Current age must be less than or equal to the following  Current age must be within the following rage Type of Segments Target Users 24
  • 25. Age Group  Demographic Segments by Age Group  Target the following age groups Type of Segments Target Users 25
  • 26. Annual income  Demographic Segments by Annual income  Target the following income groups Type of Segments Target Users 26
  • 27. Marital status  Demographic Segments by Marital status  Target the following marital statuses Type of Segments Target Users 27
  • 28. Children  Demographic Segments by Children  Number of children must be equal to the following number  Number of children must be greater than or equal to the following number  Number of children must be fewer than or equal to the following number  Number of children must be within the following range Type of Segments Target Users 28
  • 29. Household size  Demographic Segments by Household size  Number of people must be equal to the following number  Number of people must be greater than or equal to the following number  Number of people must be fewer than or equal to the following number  Number of people must be within the following range Type of Segments Target Users 29
  • 30. Address Segments Customer Segments based on Address Information 30
  • 31. Customer Segments based on Address Information  Segments can be created on Address information that is available in WebSphere 31
  • 32. City  Address Segments by City  Customer resides in one of the following cities  Customer does not reside in any of the following cities Type of Segments Target Users 32
  • 33. State or province  Address Segments by State or province  Customer resides in one of the following states or provinces  Customer does not reside in any of the following states or provinces Type of Segments Target Users 33
  • 34. Country or region  Address Segments by Country or region  Customer resides in one of the following countries or regions  Customer does not reside in any of the following countries or regions Type of Segments Target Users 34
  • 35. Zip code or postal code  Address Segments by Zip code or postal code  Zip code or postal code must start with one of the following prefixes  Zip code or postal code must not start with one of the following prefixes Type of Segments Target Users 35
  • 36. Phone number  Address Segments by Phone number  Phone number must start with one of the following prefixes  Phone number must not start with any of the following prefixes Type of Segments Target Users 36
  • 37. E-mail address  Address Segments by E-mail address  E-mail address domain must match one of the following domains  E-mail address domain must not match any of the following domains Type of Segments Target Users 37
  • 38. Purchase Details Customer Segments based on Purchase Details 38
  • 39. Customer Segments based on Purchase Details  This customer segment is based on Purchase details which are in WebSphere Commerce 39
  • 40. 40 Customer Segments based on Purchase details  Amount spent since registration  Order  Last purchase date Types of Segments based on Purchase details
  • 41. Amount spent since registration  Purchase Detail Segments based on amount spent since registration  Amount spent must be zero  Amount spent must be greater than the following amount  Amount spent must be less than the following amount  Amount spent must be with the following range Type of Segment Target 41
  • 42. Orders  Purchase Detail Segments based on orders  Number of orders must be equal to the following number  Number of orders must be greater than or equal to the following number  Number of orders must be fewer than or equal to the following number  Number of orders must be within the following range Type of Segment Target 42
  • 43. Last purchase date  Purchase Detail Segments based on last purchase date  Last purchase must have occurred within the following number of days  Last purchase must have occurred earlier than the following number of days  Last purchase must have occurred before the following date  Last purchase must have occurred between the following date Type of Segment Target 43
  • 44. Miscellaneous Customer Segments based on Miscellaneous Details 44
  • 45. 45 Customer Segments based on Miscellaneous details  Last store visit date  Job function  Interest  Company Name  Currency  Language  Preferred method of communication Types of Segments based on Miscellaneous details
  • 46. Last store visit date  Miscellaneous Segments based on Last store visit date  Last visit must have occurred within the following number of days  Last visit must have occurred earlier than the following number of days ago  Last visit must have occurred before the following date  Last visit must have occurred after the following date  Last visit must have occurred between the following dates Type of Segment Target 46
  • 47. Job function  Miscellaneous Segments based on Job function  Target the following job functions  Senior management  Middle management  Professional  Technical staff  Support staff Type of Segment Target 47
  • 48. Interest  Miscellaneous Segments based on Interest  Interests must include one of the following interests  Interests must include all of the following interests  Interests must not include any of the following interests Type of Segment Target 48
  • 49. Company Name  Miscellaneous Segments based on Company Name  Company name must match one of the following names  Company name must not match any of the following names Type of Segment Target 49
  • 50. Currency  Miscellaneous Segments based on Currency  Target the following currencies Type of Segment Target 50
  • 51. Language  Miscellaneous Segments based on language  English  Francais Type of Segment Target 51
  • 52. Dialog Activities Customer Segments based on Dialog Activities 52
  • 53. 53 Customer Segments based on Dialog Activities  Wait  Customer Registers  Places an Order  Participates in Social Commerce  Abandons Cart  Birthday  Is in a Customer Segment Types of Segments based on Triggers in Dialog Activities
  • 54. 54 Customer Segments based on Dialog Activities  Wait for Event  Searches  Recurring Order  Subscription Event  Checkout with a Promotion  Customer Checks In Types of Segments based on Triggers in Dialog Activities
  • 55. 55 Customer Segments based on Dialog Activities  Customer Segments  Shopping Cart  Purchase History  Catalog Behavior  Online Behavior  Social Commerce Participation  Day and Time Types of Segments based on Targets in Dialog Activities
  • 56. Customer Segments based on Dialog Activity  A Customer Segment can be created via one or more triggers  A Customer Segment can be created via one or more targets  A Customer Segment can be created with any combination of triggers and targets 56