Making Item Segments Visible to Customer Segments

This topic applies to

Applies to

Commerce Web Stores

 

 

When you have defined the item segments and customer segments you want to use, you need to define which item segments are visible to which customer segments. There are three ways you can do this:

  • Using the Customer Segments Manager (CSM) - You can use this feature to define mappings between item segments and customer segments. It also provides an overview of all the mappings that have been defined.

  • From the Customer Group record - You can define which item segments a customer group can view on the customer group record.

    Note

    If you are using Commerce Categories in PCV, you can define which customer segments can view a commerce category from either the CSM or the Customer Groups record.


  • From the Item Collection record - You can define which customer segments can view an item collection on the item collections record.

Note

All item collection to customer segment mappings are visible and editable in the Customer Segments Manager regardless of where the mapping was created.


Using Customer Segment Manager to Make Item Segments Visible to Customer Segments

The Customer Segment Manager provides an overview of all the item and customer segment mappings that have been defined. Regardless of where a mapping is defined, it is visible and editable in the Customer Segments Manager.

When you open the Customer Segments Manager for the first time, the Visibility of Unmapped Items toggle is set to “Items not mapped to a Customer Segment are VISIBLE to all users”. This means that at this point, no items are mapped to a customer segment, so all items are visible to all users.

To make item segments visible to customer segments using the CSM:

  1. Go to Setup > Marketing > Customer Segments Manager.

  2. Click Add Item Segments.

  3. In the Available pane, depending on the type of item segment you want to map, select either Item Collection or Commerce Category from the list.

    Note

    When using a Commerce Category as an item segment, remember that only items included directly in the category are included in the item segment. Any subcategories must be selected as separate item segments.


  4. Select the item segments you want to define visibility for and click > to move them to the Selected pane. You can use the Shift and Ctrl keys on your keyboard to select more than one value or to clear a value.

    To search the list of item segments, use the filter at the top of the list of item segments.

  5. Click Add to add the selected item segments to the Customer Segments Manager matrix.

    If you want to remove an item segment from the matrix, click the icon in the Remove column.

  6. Click in the Customer Segments selection area next to an item segment, and select one or more customer segments from the list.

    To remove an customer segment from the selection area, click the cross icon next to it.

    If you want to make any of the item segments available to all users, check the All Users checkbox next to it. Doing so disables the Customer Segments selection area as All Users includes all other customer segments.

    Note

    If you have already defined customer segments for the item segment, they remain visible but inactive in the Customer Segments selection area. If you clear the All Users checkbox, the customer segments become active again.


  7. When you have completed mapping item segments to customer segments, click Save.

    If you want to verify if the personalized catalog views are set up correctly, click Save & View Site or Save & View Report. For more information, see Verifying Personalized Catalog Views.

    Note

    When you click any of the Save buttons, the search index for the website is rebuilt. As soon as the rebuild is complete, the personalized catalog views become active and customers visiting the website are shown the personalized catalog view applicable to them. For information on how to check the status of the search index rebuild, see Check the Search Index Job Status.


Making Item Segments Visible to Customer Segments from a Customer Group

You can define the item segments visible to a customer group from the customer group record.

To make item segments visible to a customer group:

  1. Go to Lists > Relationships > Groups.

  2. Click Edit next to the customer group.

  3. On the Personalization Rules tab, select an item segment from the list in the Item Segment column and click Add. Do this for all the item segments you want to add.

  4. When you are done, click Save.

Making Item Segments Visible to Customer Segments from an Item Collection

You can define the customer segments to which an item collection is visible from the item collection record.

To make an item collection visible to customer segments:

  1. Go to Lists > Accounting > Item Collections.

  2. Click View next to the item collection.

  3. On the Customer Segments tab, click Add Customer Segments.

  4. Check the boxes next to the customer segments that should be able to view the item collection and click > to move them to the Current Selections pane. You can use the Shift and Ctrl keys on your keyboard to select more than one value or to clear a value.

    To search for specific customer segments, use the search box at the top of the Add Customer Segments window. You can also filter the list using the filter at the top of the list of customer segments.

  5. Click Add Customer Segments.

    Note

    The item collection is now visible to the selected customer segments. The item collection record does not need to be saved for this change to take effect.