How To Create Custom Customer Segments In Magento 2

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Magento 2 is a popular e-commerce platform that allows businesses to create online stores with ease. With its rich set of features, Magento 2 offers a high level of customization to meet the unique needs of various businesses. One of the most valuable features of Magento 2 is the ability to create custom customer segments. In this article, we will walk you through the steps to create custom customer segments in Magento 2.

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What are Customer Segments?

Customer segments are groups of customers who share common characteristics such as demographic data or buying behavior. By creating custom customer segments, businesses can tailor their marketing campaigns to specific groups of customers, leading to more targeted and effective marketing efforts.

Why Create Custom Customer Segments?

Creating custom customer segments can benefit businesses in the following ways:

  • More targeted marketing efforts that lead to higher conversion rates
  • Improved customer engagement and satisfaction
  • Increased retention rates
  • Enhanced upselling and cross-selling opportunities
  • Improved customer loyalty and advocacy

How to Create Custom Customer Segments in Magento 2

Creating custom customer segments in Magento 2 is a simple process. It involves the following steps:

Step 1: Access the Customer Segments Page

To begin creating custom customer segments, log into your Magento 2 store and access the Customer Segments page. To do this, navigate to Customers -> Customer Segments from the main menu.

Step 2: Click Add New Segment

On the Customer Segments page, click the Add New Segment button to create a new customer segment.

Step 3: Define the Conditions for the Customer Segment

In the Edit Customer Segment page, you will see various fields where you can define the conditions for the customer segment. These fields are divided into three sections: Customer Information, Order Information, and Shopping Cart Information.

Use these fields to set the criteria for the customer segment. For example, you might define a customer segment based on the following conditions:

  • Customers who have purchased over $100 in the last 30 days
  • Customers who have shopped five or more times in the last six months
  • Customers who have abandoned their shopping carts in the last 24 hours

Step 4: Save the Customer Segment

Once you have defined the criteria for the customer segment, click the Save button to save the segment.

Step 5: Apply the Customer Segment

Once you have saved the customer segment, you can apply it in various ways such as:

  • Create a marketing campaign targeted specifically to the customer segment
  • Assign special promotions or discounts to the customer segment
  • Customize the storefront experience for the customer segment


Creating custom customer segments in Magento 2 is a powerful way to enhance your e-commerce marketing efforts. By tailoring your marketing campaigns to specific groups of customers, you can increase engagement, retention, and sales. Use the steps outlined in this article to create your own custom customer segments and take your e-commerce business to the next level.

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