Customer groups and segmentation

In Shoporama, you can create customer groups and segment your customers based on behavior, purchases, and other criteria. This is useful for targeted marketing, newsletters, and personalized communication.

Profile Fields (Customer Fields)

Under Customers → Profile Fields, you can create custom fields that customers fill out when creating a profile or during checkout. These fields can be used to categorize your customers.

Each profile field has the following properties:

• Name — The field name displayed to the customer
• Type — Text field or dropdown/list with predefined options
• Required — Whether the field must be filled out to create a profile
• Visibility — Whether the field should be displayed at checkout, on the profile, or both

Example: You can create a “Industry” dropdown field with the options “Individual,” “Business,” and “Organization,” allowing you to segment your customers by type.

Newsletter Segments

Under Newsletter → Segments, you can create advanced segments based on customer behavior and attributes. Segments are used to send targeted newsletters to specific customer groups.

The following rules are available:

• Number of Orders — Filter customers who have made a specific number of purchases (more than, less than, exactly)
• Total spending — Customers who have spent more than or less than a specific amount
• Most Recent Order — Customers who have made a purchase within a specific time period (or have not)
• Category purchases — Customers who have purchased from a specific product category
• Product purchases — Customers who have purchased a specific product
• Label purchases — Customers who have purchased products with a specific label
• Sign-up date — Customers who signed up for the newsletter within a specific time period
• List Member — Customers on a specific newsletter list

You can combine multiple rules and choose whether the customer must meet all rules (AND) or at least one rule (OR).

Examples of segmentation

Here are some practical examples of customer groups you can create:

• VIP customers: Customers with total spending of 5,000 DKK or more and more than 3 orders
• Inactive customers: Customers who haven’t made a purchase in over 6 months
• Category fans: Customers who have purchased from a specific category, e.g., “Running Shoes”
• New subscribers: Customers who signed up for the newsletter within the last 30 days

Using Segments in Newsletters

When you create a newsletter, you can choose which segments to send it to. This allows you to send targeted offers and content to the most relevant customers—instead of sending the same newsletter to everyone.

Keep in mind that a segment is always rule-based. You cannot remove a single recipient from a specific mailing. If you want to exclude a specific person, you must either adjust the segment’s rules so that she is excluded, send the newsletter to a general list instead, or mark her as unsubscribed under Newsletter → Recipients, which will apply to all future mailings.

Exporting Customer Groups

You can export customers who match your criteria to a CSV file. See the article “Export customers who have purchased a specific product ” for more information.