Customer Segmentation Suite for Magento 2

Customer segments for Magento Open Source and Adobe Commerce

Magento has customer groups, but you assign them by hand, and its built-in customer segments are only part of Adobe Commerce. Customer Segmentation Suite adds segments to any Magento 2 store: you describe a group of customers with rules, and the extension finds everyone who matches, both customers with an account and guests who ordered without one.

A rule can use what you already know about a customer: their orders and spend, what is in their cart or wishlist, which products they bought or viewed, when they were last active, and their address. Once a segment is built, you can:

• give it a discount through a cart price rule (Magento's built-in discount rules)
• move its customers to a customer group automatically
• send it a newsletter or a Follow Up Email campaign
• use it in Reward Points earning and spending rules
• see its sales in a report, or export it as a CSV file

A customer can belong to several segments at once, and the extension works with Hyvä because it runs entirely in the admin and doesn't change your storefront.

Build segments from orders, carts and browsing history

Each segment applies to registered customers, guests or both, and is built from conditions you combine with AND/OR, just like a cart price rule. Guests are matched by the email on their orders.

Sales conditions can be narrowed by order status, a date range or a number of days ago, so "spent over $500 in the last 90 days" and "hasn't ordered for 180 days" are each one rule.

Segments you can build

A few examples of what the conditions above cover:

• Renewal reminders: customers who bought a yearly subscription product 11 to 12 months ago, combined with a Follow Up Email campaign.
• Past buyers of a product: everyone who ordered a specific product before you set up a review request or an accessory offer.
• Big spenders: customers whose total sales are above a threshold, moved to a VIP customer group.
• Lapsed customers: no order in the last 180 days, for a win-back discount.
• Undecided shoppers: customers who keep a product in their wishlist but never ordered it.

Assign customers to a customer group automatically

Pick a customer group in the segment's Move to Group field, and each time the segment is refreshed, its registered customers are moved to that group. Customers who no longer match drop out of the segment on the next refresh.

Because customer groups already control prices, catalog price rules, tax classes and what other extensions show, this is the simplest way to give a segment its own prices or content without manual work. When a customer is in several segments that move people to different groups, the segment's priority decides which group wins.

Use segments in discounts, emails and loyalty rules

Need another integration? Contact us.

Check, compare and export segments

How segments stay up to date

Each segment has a Refresh Mode. Automatic segments are rebuilt every night by cron, Magento's task scheduler, in a separate cron group so the refresh doesn't hold up other tasks. You can also refresh a segment at any time from the admin, where a progress bar shows how far it has got. Segments aren't updated in real time when a customer logs in or places an order.

For developers: the same refresh is available from the command line with bin/magento mirasvit:customer-segment:refresh, so you can run it on your own schedule.

For large customer bases, the refresh runs in batches of 100 to 1,000 customers and adjusts the batch size to how fast your server responds, and the command-line refresh runs each batch as a separate process. See the user manual for setup details.