Choosing Recipients: Segment and Target Customer Groups

Warning

There is currently a known issue with saved searches using the Customer language filter where the filter is ignored when applied. If you're sending emails with different translations and using this filter, this issue may result in subscribers receiving emails that do not match their language preferences.

The issue has been reported to Shopify and updates will be made as available.

Targeting specific customer groups is a wonderful strategy to utilize when sending out email newsletters. If you want to target customers that fall into a particular category or all have something in common, you will need to first segment them within your Shopify customer database.


On this page


Segmenting customers in Shopify

The first step is deciding which customers you want to target based on the data available on your customer records. Since Seguno integrates with your Customer table, you can see your options for segmenting by looking at the More filters available.

This Shopify help article may explain this part in more depth: Creating a customer group.

There are lots of filters available that you can use to create customer groups such as total number of orders, the last time a customer purchased, how recently they signed up, and more.

Note

You do not need to add an "accepts marketing" filter for the group. We will make sure those that accept marketing are the only ones who will get your emails. Seguno does not currently support sending emails to non-subscribed customers.

Once you have determined the filters you want to use, use the option to Save filters and give your new customer group a clear name that you will use in Seguno.

If you would like to target specific customers that your Shopify filters do not support, you can do so by searching for the addresses in your customers and then adding a Tag to the customer in the bottom right hand of their profile.

Once you've tagged those customers, you can use that Tag to supplement the Shopify customer filters.


Tip

There may be additional Apps such as Shopify's Flows that can automate more advanced tagging. Another benefit of tagging customers is that these subscribers can also targeted with Tag-Triggered automations - a great solution for VIP or wholesale programs.


Targeting your Saved searches in Seguno

After this, you'll want to open up Seguno and create your newsletter. When you are done customizing the newsletter you want to send to this select group, use the Recipients section of the settings panel to specify your Customer group. If you'd like more information on how to send a newsletter, please see this guide.

You can select as many groups as you'd like for either, we will ensure the intended recipients only receive one copy of your newsletter for each delivery.

You can also use this feature to exclude certain customer groups, by clicking on the last checkbox in the example above. After saving your selections, you are now ready to send the email to your targeted list of customers!

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