- Segment (categorize) customers who will be the recipients of e-mail and LINE messages according to various criteria.
- Segments can be used to create a campaign (email magazine), etc.
1. click on StoreCRM -> [Customers] -> [Segment List].
Click on "Add new segment.
Set the name of the scenario.
- As an example, "Fried Chicken Buyer - 20241031".
- We recommend adding a date or other unique name.
Set the execution conditions.
- For the execution conditions of the segment,here for more information.
- As an example, we have set the following
- Customer purchased goods.
- Product name
- equal
- fried chicken
Click "Next.
After a few moments, a list of customers matching the criteria is displayed.
If you are in a hurry, click [Recount].
Update a Shopify segment snapshot
Shopify segments use a snapshot of the customer list from the last time the segment was updated in StoreCRM. Even if the customers matching the conditions in Shopify change, the campaign audience does not change automatically until you run [Update to latest] in StoreCRM before sending the campaign.
Update the customer list by clicking [Update to latest] on the segment details screen or Segment List. Confirm that the update status is [Updated] and check the [Customer list updated at] time.
- If the status is Not synced, Updating, or Update failed, complete the update before sending the campaign.
- Even when the snapshot is updated, check immediately before sending that its update time is the one you intended.
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