Defining user segment criteria

User segments are not necessarily assigned to individual users; they are evaluated based on each user’s profile (country, user role, company, language, etc.). For example, you might define a segment based only on the current user’s country. You can also define a segment that applies only to Italian-speaking Swiss resellers.

To set up user segments:

  1. Log on to the Business Center as a merchant administrator.
  2. Click the Users:User Segments link in the navigator.
  3. Click Create New.
  4. On the User Segment Details page, enter a name for the segment in the User Segment Name field and click Create.

    The page reloads with your settings so far along with additional fields for defining conditions.

  5. To add a condition, under the Add New Conditions area, specify the settings in the Clause, Field, Operator and Value fields and click Save.

    The current conditions (if any) are listed under the Conditions area.

    You can establish criteria based on the following parameters:

    Parameter Description
    Postal Code

    The postal code for the user’s address.

    Because many countries include letters in their postal codes, the postal code is stored as a string, not as a number. Therefore, if you wish to establish a range of numeric postal codes (for example, greater than 99 and less than 5000), you must include an appropriate number of leading zeros (for example, greater than 0099 and less than 5000) in order for the comparison to work correctly.
    Country The country for the user’s address.
    Shipping Country The country to which an order will be shipped. This might be different from the user’s registered country.
    Language The user’s preferred language.
    User The ID number of the user. A search button is provided here to enable you to look up any user’s ID number.
    Customer Name The name of the partner company associated with the user.
    Role A role assigned to the user.
    Export Enabled Checks whether the user’s company is configured for automatic order export (see Customer order export).

    Customer Field 1

    Customer Field 2

    Customer Field 3

    Customer Field 4

    Customer Field 5

    		 Any extra information about the customer company. The values for these fields can be set in the Customer Details page for each customer company. These values in turn can be used to establish criteria.

    Each parameter can be compared to a value using an operator. You can combine any number of parameters to create complex criteria. To establish advanced logical expressions, use Clause settings for each criterion. All conditions with the same clause number will be evaluated with an "and" operator (if any one or more criteria for a single clause is false, then the entire clause is false). After evaluating each clause to true or false, the clauses are combined with an "or" operator (if any clause evaluated to true, then the entire expression is true). See the table below for an example of working with clauses.

    This group of settings will select all users from Great Britain and Germany with the user role "Reseller".

    Clause Field Operator Value
    0 Role Equals Reseller
    0 Country Equals Great Britain
    1 Role Equals Reseller
    1 Country Equals Germany

    To remove a condition, click the "X" icon corresponding to the condition you wish to delete.

    User segments are applied to each user when they log in. This means that if you the segment setup for a logged in user, then the user does not notice the change until the next logon.