Creating a specific customer segment

[Kirsten2]

Hi

I currently use Retail Express in store, and Shopify online. They generally talk to each other (in that if I set up a customer instore on my POS, it will write those details to Shopify (create customer, subscribe to communication), but Shopify won't be notified if they have purchased, unless they do so online). I use Shopify for my marketing emails. What I would like to do is send an email to everyone who has purchased in store or online in the last month. I can pull those details via Retail Express in an excel spreadsheet. How do I create a customer segment in Shopify to email just those people, with the added filter of subscribed to communication?

Thanks in advance!

[masoomi-saxena]

Heya!

You can create specific customer segments by following the steps below: 

1. First things first, yes, export the customer list to a spreadsheet. Next, ensure the list has every detail about the customer, specifically their email address and purchase data.
   
   I suggest using Shopify's Customer CSV import to add these in-store purchase customers to Shopify (if you haven't done this already).
   
   
2. Next, you have to create segments. For that, go to Shopify Admin > Customers > Segments > Create segment.
   
   
3. . When you enter the “New segment” page, you’ll see an editor. In that, you need to add filters that will track your customers based on the data you’ve provided.
   
   
4. Here’s what you have to add to the editor:
   
   Purchase channel: Add a custom filter for Retail Express, as it may not have a direct filter for this. Ensure you add both online and in-store purchases.
   
   Order Date: Since you want to track customers from the previous month, set it to 1 month.
   
   Email Subscription status: Put it to SUBSCRIBED.
   
   
5.  Once done, enter this into the editor: 

FROM customers

SHOW customer_name, email

WHERE (purchase_channel = 'online' OR purchase_channel = 'in-store')

AND order_date >= '2023-09-01' AND order_date <= '2023-09-30'

AND email_subscription_status = 'SUBSCRIBED'

Note: Ensure that certain data fields are available in your Shopify Admin. USe AND connector to connect the filters together. 

6. Next, below the editor, click Run Query to test your segment. Go through the customer list and Save the segment after giving it a name.

Voila! That’s how you do it.

I hope this helps you 😄

[Kirsten2]

Thanks so much! I'll give this a try!

[BenoitDomingue]

Hey there! It sounds like you're trying to create a targeted email campaign for recent purchasers. Since you already have a list from Retail Express, you can upload this list to Shopify to create a customer segment. To do this, you'll want to make sure you have all the necessary customer information, including whether they are subscribed to communications. In Shopify, go to 'Customers' and use the 'Import customers' option to upload your Excel spreadsheet. Once imported, you can filter your customers by the tag or attribute of 'subscribed to communication' to ensure you're emailing only those who have opted in.

To make this process more streamlined in the future, you might consider using an app like Kuma. Kuma can help improve your marketing efforts by leveraging AI to create predictive audiences and sync them with your email campaigns. This can save you time and improve targeting, as it uses Shopify data to provide audience insights and marketing strategies. Good luck with your campaign!