miniOrange Customer Segmentation Extension for Magento

Overview

The miniOrange Customer Segmentation plugin for Magento 2 allows administrators to create dynamic customer groups based on defined rules and conditions. It enables businesses to segment customers by attributes, customer type, and behavioral criteria for targeted engagement. With flexible ANY/ALL rule logic and configurable update frequency, segments are automatically recalculated to ensure accuracy. Administrators can test rules before activation and manage all segments from a centralized dashboard. This helps improve marketing precision, simplify customer management, and support both B2B and B2C use cases efficiently.

Installation Steps

Configuration Steps

Configure Segment Settings

• Segment Name: A unique name assigned to the customer segment to easily identify and manage it within the system.
• Status: Determines whether the segment is Active or Inactive.
• Customer Type: Specifies which type of customers the segment will target; for example.
• Registered Customers Only: ensures that only logged-in and registered users are evaluated for the segment.
• Unregistered Customer/Visitors only: ensures only the unregistered customer are evaluated Both Registered and Unregistered: ensures all registered and unregistered customers are evaluated.
• Update Frequency: Defines how often the segment membership is recalculated; for example, selecting Daily ensures the system updates customer eligibility once per day to keep the segment data accurate and up to date.

Rules Configuration

• The Rules section allows administrators to define the conditions that determine which customers will be included in the segment.
• The dropdown next to If ANY of these conditions are TRUE controls how multiple conditions are evaluated:
• ANY: The customer will be added to the segment if at least one of the defined conditions is met.
• ALL: The customer must satisfy all defined conditions to be included in the segment.
• This provides flexibility in creating broad or highly specific customer segments.

• The Please choose a condition to add dropdown allows you to select and add filtering criteria. These conditions can be based on various customer, address, product, cart, order attributes, behaviors or store-related data, depending on the available options.
• Once a condition is selected, you can configure its parameters (such as equals, contains, greater than, etc.) to define the exact filtering logic.
• The Test Rules button allows you to preview and validate the configured conditions before saving. This helps ensure the segment includes the intended customers.
• Click Save Configuration Button to Save Current segment configuration.

• Once a segment is created, it appears on the Customer Segments screen, where you can view its details such as name, status, customer count, last updated time, and manage it using the available action options.

• Displays customers who match the selected segment, along with the total count and last updated time.
• Shows detailed customer information such as ID, email, and associated website.
• Allows you to process the segment, search customers, and export the matched customers in CSV or Excel format.

Get in Touch

Please reach out to us at magentosupport@xecurify.com, and our team will assist you with setting up the Magento Customer Segmentation Extension. Our team will help you to select the best suitable solution/plan as per your requirement.