{"id":3148,"date":"2024-10-31T23:00:48","date_gmt":"2024-10-31T14:00:48","guid":{"rendered":"https:\/\/storecrm.com\/help\/?p=3148"},"modified":"2026-09-28T22:11:02","modified_gmt":"2026-09-28T13:11:02","slug":"segment","status":"publish","type":"post","link":"https:\/\/storecrm.com\/help\/en\/setting\/segment\/","title":{"rendered":"Create a segment"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Segments let you filter customers by customer information, purchase history, behavior, and other conditions, then use the resulting audience in scenarios and campaigns. This page covers creating a StoreCRM segment, checking its customers, and updating a Shopify segment.<\/p>\n\n<ul class=\"wp-block-list\"><li>StoreCRM segment: Define conditions in StoreCRM to select matching customers.<\/li><li>Shopify segment: Import a Shopify segment and manage its customers with a snapshot or real-time synchronization.<\/li><\/ul>\n\n<h2 class=\"wp-block-heading\">Create a new segment<\/h2>\n\n<h3 class=\"wp-block-heading\">1. Open the segment list<\/h3>\n\n<p class=\"wp-block-paragraph\">In StoreCRM, go to Customer \u2192 Segment List.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1905\" height=\"848\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7.png\" alt=\"Open Customer \u2192 Segment List.\" class=\"wp-image-7280\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7.png 1905w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-open-list-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1905px) 100vw, 1905px\" \/><\/a><figcaption class=\"wp-element-caption\">Open Customer \u2192 Segment List.<\/figcaption><\/figure>\n\n<h3 class=\"wp-block-heading\">2. Add a new segment<\/h3>\n\n<p class=\"wp-block-paragraph\">Select Add New Segment in the upper-right corner.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7.png\"><img decoding=\"async\" width=\"1905\" height=\"848\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7.png\" alt=\"Select Add New Segment.\" class=\"wp-image-7282\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7.png 1905w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-add-open-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1905px) 100vw, 1905px\" \/><\/a><figcaption class=\"wp-element-caption\">Select Add New Segment.<\/figcaption><\/figure>\n\n<h3 class=\"wp-block-heading\">3. Enter a name<\/h3>\n\n<p class=\"wp-block-paragraph\">Enter a name that makes the purpose and audience clear. Use a name that is easy to identify in campaigns and by other staff members.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7.png\"><img decoding=\"async\" width=\"1920\" height=\"855\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7.png\" alt=\"Enter a name that identifies the segment.\" class=\"wp-image-7284\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7.png 1920w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-name-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><figcaption class=\"wp-element-caption\">Enter a name that identifies the segment.<\/figcaption><\/figure>\n\n<h3 class=\"wp-block-heading\">4. Configure execution conditions<\/h3>\n\n<p class=\"wp-block-paragraph\">Select Add condition and define filters using customer information, purchase history, products, behavior, and other data. You can combine multiple conditions with AND or OR. For details about the available conditions, see<a href=\"https:\/\/storecrm.com\/help\/en\/setting\/segmet-conditions\/\">Segment execution conditions<\/a>.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"855\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7.png\" alt=\"Select Add condition to configure the execution conditions.\" class=\"wp-image-7286\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7.png 1920w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-condition-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><figcaption class=\"wp-element-caption\">Select Add condition to configure the execution conditions.<\/figcaption><\/figure>\n\n<h3 class=\"wp-block-heading\">5. Review the conditions and continue<\/h3>\n\n<p class=\"wp-block-paragraph\">Review the name and execution conditions, then select Next. Confirm the configuration on the next screen and create the segment.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"855\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7.png\" alt=\"Review the entries and select Next.\" class=\"wp-image-7288\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7.png 1920w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-next-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><figcaption class=\"wp-element-caption\">Review the entries and select Next.<\/figcaption><\/figure>\n\n<h3 class=\"wp-block-heading\">6. Check the result<\/h3>\n\n<p class=\"wp-block-paragraph\">On the segment details page, check Customer Count, % of All Customers, Update Status, and Customer List Updated At. Review the configuration under Conditions and the matching customers in Customer List. After customer data changes, select Recalculate Segment to refresh the audience.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1905\" height=\"848\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7.png\" alt=\"Check the customer count, customer percentage, and update status after creation.\" class=\"wp-image-7290\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7.png 1905w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-created-result-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1905px) 100vw, 1905px\" \/><\/a><figcaption class=\"wp-element-caption\">Check the customer count, customer percentage, and update status after creation.<\/figcaption><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Segment calculation may take some time. If Update Status shows that processing is in progress, wait for completion and then check Customer Count and Customer List Updated At.<\/p><\/blockquote>\n\n<h2 class=\"wp-block-heading\">Manage a Shopify segment<\/h2>\n\n<p class=\"wp-block-paragraph\">A Shopify segment keeps a snapshot of the customers who matched when it was imported into StoreCRM. Before using it in a delivery or other action, recalculate it when necessary or enable real-time synchronization.<\/p>\n\n<h3 class=\"wp-block-heading\">Recalculate the snapshot<\/h3>\n\n<p class=\"wp-block-paragraph\">After changing the segment conditions or customer data in Shopify, select Recalculate Segment on the segment details page. When recalculation finishes, the audience is updated to match the current Shopify segment.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1905\" height=\"848\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7.png\" alt=\"Select Recalculate Segment to refresh the current audience.\" class=\"wp-image-7292\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7.png 1905w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-recalculate-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1905px) 100vw, 1905px\" \/><\/a><figcaption class=\"wp-element-caption\">Select Recalculate Segment to refresh the current audience.<\/figcaption><\/figure>\n\n<h3 class=\"wp-block-heading\">Enable real-time synchronization<\/h3>\n\n<p class=\"wp-block-paragraph\">When Sync from Shopify in real time is enabled, the audience is updated in response to Shopify customer and order changes. Segments used by LINE rich menus or Campaign Automation are automatically included in real-time synchronization.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1905\" height=\"848\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7.png\" alt=\"Enable Sync from Shopify in real time.\" class=\"wp-image-7294\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7.png 1905w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-realtime-enable-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1905px) 100vw, 1905px\" \/><\/a><figcaption class=\"wp-element-caption\">Enable Sync from Shopify in real time.<\/figcaption><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Immediately after enabling real-time synchronization, run Recalculate Segment to align the current audience.<\/p><\/blockquote>\n\n<h3 class=\"wp-block-heading\">Check the update status<\/h3>\n\n<p class=\"wp-block-paragraph\">After recalculation or synchronization, confirm that Update Status is complete and Customer List Updated At has changed. Also check Customer Count and the customer percentage.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1905\" height=\"848\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7.png\" alt=\"Check Update Status and Customer List Updated At.\" class=\"wp-image-7296\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7.png 1905w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7-300x134.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7-1024x456.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7-768x342.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7-1536x684.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-segment-sync-result-20260928-v7-18x8.png 18w\" sizes=\"(max-width: 1905px) 100vw, 1905px\" \/><\/a><figcaption class=\"wp-element-caption\">Check Update Status and Customer List Updated At.<\/figcaption><\/figure>\n\n<h2 class=\"wp-block-heading\">Related pages<\/h2>\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/segmet-conditions\/\">Segment execution conditions<\/a><\/li><li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/segment_copy\/\">Duplicate a segment<\/a><\/li><li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/scenario\/\">Create a scenario<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u3001\u9867\u5ba2\u60c5\u5831\u30fb\u8cfc\u5165\u5c65\u6b74\u30fb\u884c\u52d5\u306a\u3069\u306e\u6761\u4ef6\u3067\u9867\u5ba2\u3092\u7d5e\u308a\u8fbc\u307f\u3001\u30b7\u30ca\u30ea\u30aa\u3084\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u914d\u4fe1\u5bfe\u8c61\u3068\u3057\u3066\u5229\u7528\u3059 [&hellip;]","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,117],"tags":[105],"class_list":["post-3148","post","type-post","status-publish","format-standard","hentry","category-setting","category-customer","tag-segment"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/3148","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/comments?post=3148"}],"version-history":[{"count":43,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/3148\/revisions"}],"predecessor-version":[{"id":7298,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/3148\/revisions\/7298"}],"wp:attachment":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/media?parent=3148"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/categories?post=3148"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/tags?post=3148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}