Customer segment

The Customer Segment setting allows merchants to restrict campaign eligibility based on customer segments defined in Shopify.

Applicable Campaign Types

  • Gift with cart value

  • Gift with collection value

  • Buy X Get Y

  • Gift with quantity purchase

  • Order goal

  • Shipping goal


How it Works

  • You can include or exclude customer segments from campaign eligibility.

  • Segments can be built in Shopify (e.g., new customers, repeat customers, high-value spenders).

  • Only customers who belong to the selected segment(s) will qualify for the campaign benefits.


Example

  • Merchant creates a “Spend $100 → Get a Free Gift” campaign.

  • Sets Customer Eligibility to Customer Segment.

  • Includes the following segments:

    • Customers who haven’t purchased

    • Customers who have purchased more than once

  • Only customers in these two segments will be eligible for the campaign.

  • All other customers will not see or receive the offer.


Setup Instructions

  1. Create or edit a campaign.

  2. Go to Advanced settings > Customer eligibility.

  3. Select Customer segment.

  4. Choose whether to Include or Exclude segments.

  5. Search or browse Shopify segments and add them to the list.

  6. Save and activate the campaign.


Best Use Cases

  • New customer promotion: Offer gifts only to first-time buyers.

  • Loyalty rewards: Reward customers who have purchased multiple times.

  • Exclusive VIP campaigns: Target high-value customer groups.

  • Reactivation campaigns: Target customers who haven’t purchased recently.

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