User Segmentation

User Segmentation organizes users into groups, so price lists, discounts, and other features can be precisely targeted to those users.

You can define segments by individual users, by Role, or by whole Organizations or User Groups. You are not limited to one type: a segment can have members of an Organization plus other users that you designate by Role.

Creating a User Segment

  1. Go to Site MenuCommerceUser Segments.

  2. Click Add and enter a name for the segment when prompted. Click Save.

  3. Click on the user group to edit it. Fill in the following fields:

    Key: A unique identifier for referring to this segment programmatically. This field is filled automatically, so most users can safely leave it alone.

    Priority: If a user is in more than one segment and a conflict occurs, the segment with the higher priority is used. Segments are prioritized in numerical order.

    Active: Uncheck this box to disable the segment and treat its users as if they were not members.

  4. Click Save.

Now you’ve created a user segment, but it has no members. Follow these steps to add users:

  1. After creating a segment, choose the Criteria tab. Then click Add to open the Add Criterion form.

  2. Select a Type from the drop-down menu and choose Users, Organizations, User Groups, or Roles to add.

  3. When you make your choice, a Select button appears beneath the drop-down. Click it and then check the box next to each User (or Organization, User Group, or Role) to include in the segment. Click Add.

  4. Set a priority for the criterion and hit Save.

  5. To add additional criteria, repeat steps 1 through 4, selecting a different type in step 2.

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