Customer Segment

Viewing & Using Customer Segments in Shopify (Step-by-Step SOP)

Customer Segments help you group customers based on behaviour, purchase history, or marketing preferences. This is useful for targeted marketing, offers, and automation.

Step 1: Open the Segments Page

• Log in to Shopify Admin

• Click Customers from the left sidebar

• Under Customers, click Segments

Understanding the Segments List

On the Segments page, each row represents a customer segment. You will see:

• Name – Segment title (example: Email Subscribers)

• % of customers – Percentage of your total customers in this segment

• Last activity – When the segment was last updated

• Created by – Shopify (default) or your team

• Three dots (⋮) – Additional actions for that segment

Step 2: Find a Segment

• Use the Search segments bar at the top

• Type a keyword from the segment name (example: email)

• Matching segments will be displayed

Step 3: Open a Segment & View Customers

• Click on the segment name

• You will see the list of customers included in that segment

From here, you can:

• Click a customer name to view:

  • Order history

  • Contact details

  • Addresses

  • Customer tags

• Click Back to return to the segment list

Step 4: Sort the Segments List

• On the Segments page, click the arrow next to “Last activity”

• Choose sorting order:

  • Newest first

  • Oldest first

Step 5: Use a Customer Segment

Click Use segment to take action on the selected group. You can:

• Send emails to this segment (using Shopify Email or other email tools)

• Export customer data as a CSV file

• Apply exclusive discounts for this segment

• Run automations or workflows (using Shopify Flow or third-party apps)

Best Practices

• Use segments for festive offers and repeat customers

• Do not send marketing messages without proper consent

• Regularly review segments to keep data updated

• Test campaigns on small segments before full rollout