Welcome to the Customer Segmentation Suite documentation.
Customers segmentation is one of the main principles of marketing. It allows us to make communication with customers more efficient. Properly used, it also can dramatically decrease the financial resources for marketing.
Our extension allows you to automatically split customers into segments according to the rules and then utilize these segments in your analysis and even in other extensions.
Firstly, please, find our extension in My Downloadable Products section of our store. Learn how to install extension, and proceed with Quick Start, which will guide you to set up your Customer Segment service.
php -f bin/magento module:enable Mirasvit_Core Mirasvit_Report Mirasvit_CsNewsletter Mirasvit_CustomerSegment
php -f bin/magento setup:upgrade
php -f bin/magento cache:clean
Deploy static view files
rm -rf pub/static/*
rm -rf var/view_preprocessed/*
php -f bin/magento setup:static-content:deploy
Our Customer Segmentation Suite is a small yet powerful extension, which comes with features that work straight out of the box.
However, there's more to dive into its possibilities in marketing analysis.
Start from creating simple Segments and begin the process of analyzing your store's audience.
Use our Reports to track and analyze, how customers behave in each segment and plan to dissect them to smaller segments. We have a very rich conditions set in Segmenting Rules.
Think about a flexible discount program for customers from selected segments. This is where our built-in Cart Price Rule Integration will help you.
If your services' and products' assortment became diverse, you could think about expanding your discount program even more. Our Reward Points extension can be in handy, and you can seamlessly integrate it with Customer Segmentation Suite.
If your customer audience is on the grow, think about building a community. Try our Mirasvit Gift Registry extension, and integrate it with Customer Segmentation suite.
Growing community will require more personalized email flow. Our extension Follow-Up Email can help you, and it also can integrate it with Customer Segments.
This should be a good beginning.
Refer to appropriate sections of our manual to have more info.
Customer segmentation is the practice of dividing a store's customers into groups based on similarities among them. The goal of segmenting customers is to decide which strategy apply to customers in-large, and provide customers with maximum available services.
Segmentation has the potential to allow you to work with customers most effectively. The more data on customers gathered and the conditions for segmentation diverse, the more precise the segmentation and accuracy of marketing analysis will be, which allows you to plan your marketing strategy with maximum efficiency.
All Segments, defined in our extension, are located at their respective grid Customers -> Customers Segment -> Segments. You can create, view, and even delete unnecessary segments (using mass Delete action).
Segments can be refreshed both by cron and manually. For more information refer to segment refreshing subsection.
Go to Customers -> Customers Segment -> Segments, and press Add New Segment button. You will be directed to complex segment creation page, which divides into five separate tabs:
This subsection contains the most basic parameters of the customer segment:
This is the most important part of Segment definition. Here conditions are defined, which decide whether a customer is eligible for the current segment.
They have four possible global modes of applying, shown in special header If *[apply mode]* of these conditions are *[validation mode]*
:
Applying modes define, when rule shall be triggered:
Validation modes define, which result can produce each condition to be counted as "met":
You can also define multiple nested mode blocks by selecting Conditions Combination option. These modes allow creating flexible condition sets to satisfy a policy of any complexity.
Once you had selected global mode (or left it as default), press the green (+) button, and pick up a condition type. There are many possible options, combined into the following categories:
Customer Address
This option opens a special mode block with a header of type If Customer [Address Type] Address match [Applying Mode] of these Conditions:
. Applying mode is the same as described above. Address types are:
Address options, available for checking, are the same as address defines, including VAT number and its validation status and date.
Customer
Contains all properties of standard registered customer. However, there's also some unique of them are:
Sales
Allows checking customer's shopping details. This section is useful for creating threshold segments (e. q. with sales over $1000, etc.). Includes the following:
Shopping Cart
Allows analyzing the last shopping cart of the customer (or last created, but unfinished to order). Contains the following:
Products
It allows analyzing customer's interests in shopping. Contains the following options:
If Product is [Existence Mode] in the [Product List] with [Applying Mode] of these Conditions match:
.
If Product [Action Mode] [Action] and matches [Applying Mode] of these Conditions:
.
This subsection contains possible actions, that can be performed on the customer when he applies to the segment for the first time:
This subsection contains a customers' grid, where are gathered only those eligible to the current segment. You can use the following mass actions there:
This subsection contains all actions that were performed on the current segment. It is extremely useful for checking how segmenting actually performs.
History contains the following columns:
Customers are scanned and added to segments during refreshment procedure. Normally it is performed by a special cron task.
But if you had set Refresh Mode to Manual option, this segment will be skipped by that task. In this case, you need to manually open the respective segment and press the Refresh Segment Data button, available from the top button ribbon.
Manual refreshing also can be used for segmentation testing.
/vendor/mirasvit/module-customer-segment/src/CustomerSegment/etc/crontab.xml
Our extension allows different kinds of integration of customer segments to Magento services and other Mirasvit extensions, which turn Customer Segmentation Suite into a powerful tool of automatic store's policy management.
For now integrations include:
Each of these integration options contains a lot of hidden possibilities, which will help you to build the most flexible service for your customers.
And, of course, there can be more then extension-to-extension integration. You can also build combinations of three or even four extensions, boosting your service to the top.
This is a useful integration that allows you to filter target newsletter recipients by segments they belong to.
You can now use all the power of the segment's rules to partition your audience more precisely.
Segment filter block, available on Newsletter Queue, creates and edit pages.
This is the most simple integration, which comes out-of-box, and does not require installation of any other Mirasvit products.
Cart Price Rules are default Magento feature, which allows providing customers with discounts when their cart contents meet certain conditions. These rules can be created at Marketing -> Promotions -> Cart Price Rules.
Each rule has Condition section, which defines conditions, on which discount should be provided. Customer Segmentation Suite adds to default conditions set Customer Segment option, which allows triggering Cart Rule only when customer belongs to the particular segment, which makes Cart Price Rule much more flexible and powerful tool.
Consider these examples, which will demonstrate the potential of this integration feature.
Provide all Male customers with 20% discount, if they bought Shorts
Create a new Segment at Customers -> Customer Segment, and set the following options:
Male Customers
Registered Customers
Customer Gender is Male
Automatic
Create a new Cart Price Rule at Marketing -> Promotions -> Cart Price Rules, and set the following options:
Customer Segment is one of Male Customers
Category is 19
(e. q. Shorts)Percent of product price discount
20
When a customer reaches total sales of $2000, automatically make him VIP, and provide $100 discount for each order
Create a new Segment at Customers -> Customer Segment, and set the following options:
VIP Customers
Registered Customers
Total Sales Amount equals or greater than 2000 while ALL of these Conditions match
(this block is actually Sales -> Sales Amount condition)
Order Status is one of Complete
VIP
(Group should be created at Customer -> Customer Groups before)Automatic
Note: this segment will automatically move to VIP group all customers when they reach real $2000 sales (only Completed orders will count).
Create a new Cart Price Rule at Marketing -> Promotions -> Cart Price Rules, and set the following options:
Customer Segment is one of VIP Customers
Subtotal equals or greater than 100
Fixed amount discount
100
Note: since we provide a fixed discount amount, we added an additional Subtotal check to ensure that the discount will be properly applied.
If a customer had placed his last order more than 30 days ago, provide him one-time Return Discount of 10%
Create a new Segment at Customers -> Customer Segment, and set the following options:
Departed Customers
Registered Customers
Last Order placed equals or greater than 30 days ago while ALL of these Conditions match:
(this block is actually Sales -> Last Order Date condition)
Order Status is one of Complete
Automatic
Note: A customer, which was absent for 30 or more days, will be automatically placed to this segment and removed - once he will place a new order after the return.
Create a new Cart Price Rule at Marketing -> Promotions -> Cart Price Rules, and set the following options:
Customer Segment is one of Departed Customers
Percent of product price discount
10
Note: Since a customer will be removed from Departed Customers, once he will place a new order, this discount will be one-time.
Follow-Up Email allows you to send customers emails on certain events - such as log-in, birthday, abandoned cart expiration, and so on. For each event, the extension allows you to create so-called Triggers, which are defined emails, which should be sent.
There can be more than one Trigger per event since each email has an Audience - group of customers eligible to receive these emails. Therefore, each group can receive its own type of emails.
Customer Segmentation Suite, integrated with Follow-Up, allows you to target your emails more precisely, creating very flexible emails flow, which will automatically adjust in time - since CS can automatically move customers from group to group.
Consider these examples, which will demonstrate the potential of this integration feature.
Send all Girls a special email on their Birthday
Create a Customer Group Girls
at Customer -> Customer Groups.
Create a new Segment at Customers -> Customer Segment, and set the following options:
Girls Segment
Registered Customers
Customer Gender is Female
Customer Date of Birth equals or less than 2000-01-01
(select all females under 18 years old)Girls
Automatic
Create a new Trigger at Marketing -> Follow-Up Email -> Manage Triggers, with following parameters:
Customer / Birthday
Customer: Group is one of Girls
Then just add a proper template to be sent.
On each order completed, send customers special promotions if they have in their wishlist recommended products
Create at Stores -> Attributes -> Product attribute Recommended with the following properties:
Recommended
No
No
Pick up products in Catalog -> Products, and set Recommended attribute, which will appear on Edit Page.
Create a Customer Group Recommendation Target
at Customer -> Customer Groups.
Create a new segment at Customers -> Customer Segment -> Segments, with the following properties:
Wishes our Recommended
Registered Customers
If Product is Found in the Wishlist* with ALL of these Conditions match:
(this block is selected as Products -> Product List)
Product: Recommended is Yes
Recommendation Target
Automatic
Create a new Trigger at Marketing -> Follow-Up Email -> Manage Triggers, with following parameters:
Sales / Order obtained Complete status
Customer: Group is one of Recommendation Target
Then just add a proper template to be sent.
Reward Points extension allows customers to earn points, which later can be used as internal store currency or dynamic discount.
It already contains a very flexible set of conditions. Still, Customer Segmentation Suite brings even more flexibility, and create rewards policy according to your marketing analysis with new condition Customer Segment for Cart Earning Rules and Spending Rules.
Consider these examples, which will demonstrate the potential of this integration feature.
Whenever a Female buys Top, she receives additionally 20 Rewards Points
Create a new Segment at Customers -> Customer Segment, and set the following options:
Female
Registered Customers
Customer Gender is Female
Automatic
Create a new Earning Rule of Cart type, with the following properties:
Customer Segment is one of Female
If an item is FOUND in the cart with ALL of these conditions true:
Category is 21
(e. q. Tops)Give X points to customer
20
Whenever a customer buys a particular item from his wishlist, he receives additionally 100 Reward Points
Create a new segment at Customers -> Customer Segment -> Segments, with the following properties:
Wishes our Recommended
Registered Customers
If Product is Found in the Wishlist* with ALL of these Conditions match:
(this block is selected as Products -> Product List)
Product: SKU is one of 24-MB01, 24-MB04, 24-MB03
(technically, can be any product list)Automatic
Create a new Earning Rule of Cart type, with the following properties:
Customer Segment is one of Wishes our Recommended
If an item is FOUND in the cart with ALL of these conditions true:
SKU is one of 24-MB01, 24-MB04, 24-MB03
(should match Segment definition)Give X points to customer
100
If customers are from other countries, encourage them with 10% of cashback to Reward Points balance
Consider our store is located in Ukraine, but we wish to attract to our store clients from abroad.
Create a new segment at Customers -> Customer Segment -> Segments, with the following properties:
Foreign Customers
Registered Customers
If Customer Shipping* Address match ALL of these Conditions:
(this block selected as Customer Address)
Address: Country is not Ukraine
Automatic
Create a new Earning Rule of Cart type, with the following properties:
Customer Segment is one of Foreign Customers
Give X points for every spent Y
1
10
Note: If you wish Ukrainian customers also to receive points, you will need to create a separate Earning Rule for them, with condition Customer Segment is not one of Foreign Customers
.
If a customer has reached sales amount threshold of $2000, double cost of his points
Create a new segment at Customers -> Customer Segment -> Segments, with the following properties:
Rich Customers
Registered Customers
Total Sales Amount equals or greater than 2000 while ALL of these Conditions match:
(this block is selected as Sales -> Sales Amount)
Order Status is one of Complete
Automatic
Let main Spending Rule utilize rate $1 for 1 Reward Points, then your additional Spending rule should look like:
Customer Segment is one of Rich Customers
Give X points for every spent Y
Fixed
1
2
Note: In your main Spending Rule, also condition Customer Segment is not one of Rich Customers
should be placed in order to resolve conflicts.
Restrict customer from some services to spend their points
Assume that for some reason, we need to restrict customers from Amazon, and do not allow them to earn or spend points.
Create a new segment at Customers -> Customer Segment -> Segments, with the following properties:
Amazon Customers
Registered Customers
Customer Email contains amazon.com
Automatic
Create a new Earning Rule of Cart type, with the following properties:
Customer Segment is not one of Amazon Customers
Can be any combination
Create a new Spending Rule, with the following properties:
Customer Segment is not one of Amazon Customers
Can be any combination
Gift Registry allows your customers to buy gifts for other customers, building this way a community around your store.
Customer Segmentation Suite can use Gift Registries, where customers had opted to receive certain products, as an additional condition for segments.
If Gift Registry extension is installed, there will be additional option in [Product List]
placeholder in block If Product is Found in the [Product List] with ALL of these Conditions match
(it is selected as Product -> Product List condition) - Mirasvit Gift Registry.
This option allows you to automatically check the customer's gift registry and group customers on their wishes. Analysis of growth or shrinking of that group will allow you to plan your marketing policy and introducing of new goods.
Consider these examples, which will demonstrate the potential of this integration feature.
Track women, who wish to receive a T-Shirt as gift
Create a new Segment at Customers -> Customer Segment, and set the following options:
Female T-Shirt Lovers
Registered Customers
Customer Gender is Female
If Product is Found in the Mirasvit Gift Registry* with ALL of these Conditions match
Product: Category is 26
(e. q. T-Shirts)Automatic
Track customers, that are interested in your new arrivals
Create a new Segment at Customers -> Customer Segment, and set the following options:
New Goods Interest
Registered Customers
If Product is Found in the Mirasvit Gift Registry* with ANY of these Conditions match
Product: New is Yes
Product: Category is 38
(e. q. What's New)Automatic
Track customers, that are more likely to download goods in last month
Create a new Segment at Customers -> Customer Segment, and set the following options:
Leechers
Registered Customers
If Product is Found in the Mirasvit Gift Registry* with ANY of these Conditions match
Product: Format is Download
Date Range is within 01/1/2018...01/31/2018
Automatic
Integration with Advanced Reports includes a new type of statistical graph - Sales by Segment. It analyses sales (counts only completed orders - e. q. invoiced and shipped), and distributes them between defined segments.
Statistics consists of the following markings:
These markings are simple but allows you to quickly and effectively visualize, how you can adjust your marketing policy, and track growth or shrinking of different segments of your market.
Customer Segmentation Suite also allows indirect integration. It revolves around the ability of this extension to automatically move customers to specific Customer Group on assigning to the corresponding segment.
This way, Customer Segment can be integrated even with third-party extensions, which features Customer Group-dependent actions and services.
To integrate CS indirectly, just create a Customer Group, and a segment, which corresponds with it. Set in this segment Move to Group option at Actions subsection, and then use that Group in target extension.
Customer Segmentation Suite comes with one basic Report, available at Customers -> Customer Segment -> Reports.
It provides a customer with a basic chart (both linear and square) with sales per segment. It features the following parameters, located at Top Ribbon:
Under the chart, you can also find a small statistical table, which displays the most important data in segmentation analysis:
All these columns are also available as filters, which can be accessed with the Filters button and can be used for building flexible reports.
Data currently displayed in this statistics table also can be exported to both CSV and Excel OOXML formats. For that, you need to use the Export button, located near the Filters button.
Go to Stores > Configuration > Mirasvit > Customer Segment. You will see the following email settings:
var/export/
.
Usage: php -f bin/magento [options]
Display all segments:
mirasvit:customer-segment:info
Refresh segment data with specified id, v
- to show progress:
mirasvit:customer-segment:refresh <id> -v
mirasvit:customer-segment:export <id> <file>
Product attribute is not visible under the Products conditions
If you cannot find some product's attribute in the list of available conditions, make sure this attribute is allowed for use with the promo rule conditions.
On the Admin sidebar, tap Stores, then under Attributes, choose Product. Open required attribute, on the tab Storefront Properties find the setting Use for Promo Rule Conditions, choose Yes if you want to use this attribute as the condition for customer segment rules.
To upgrade the extension, follow these steps:
Run command to update current extension with all dependencies:
composer require mirasvit/module-customer-segment:* --update-with-dependencies
composer update mirasvit/*
command. It will update all Mirasvit modules installed in your store. Install updates:
php -f bin/magento setup:upgrade
Clean the cache:
php -f bin/magento cache:clean
rm -rf pub/static/*
rm -rf var/view_preprocessed/*
php -f bin/magento setup:static-content:deploy
To temporarily disable the extension please follow these steps:
Disable extension:
php -f bin/magento module:disable Mirasvit_CsNewsletter Mirasvit_CustomerSegment
To uninstall the extension, please follow these steps:
composer remove mirasvit/module-customer-segment
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