Summary
Shopify Customer Intelligence helps you deliver more relevant and personalized customer experiences by using customer segments in campaigns and automation workflows. After customer data has been synchronized and segments have been created, you can target the right audience with the right message based on their purchase behavior, customer lifecycle, and commerce insights.
Availability
Campaigns and automations powered by Shopify Customer Intelligence are available for merchants who have both Shopify Customer Intelligence and Customer Segments enabled.
Instructions
Why use Shopify Customer Intelligence in campaigns?
Sending the same message to every customer can lead to lower engagement and missed opportunities.
Shopify Customer Intelligence helps you create more relevant campaigns by combining customer segments with commerce insights from your Shopify store. This allows you to send messages that match each customer's shopping behavior, purchase history, and lifecycle stage.
You can use Customer Intelligence to:
Deliver personalized campaigns
Target customers based on how they interact with your store instead of sending generic campaigns.
For example, you can:
Reward loyal customers with exclusive offers
Recommend products based on previous purchases
Send promotions to customers who frequently purchase using discounts
Increase repeat purchases
Encourage customers to return by using their purchase history and shopping behavior.
Common use cases include:
Repurchase reminders
Product replenishment campaigns
Notifications about new arrivals in favorite product categories
Re-engage inactive customers
Identify customers who have not purchased recently and encourage them to return with personalized offers.
Examples include:
Win-back discounts
Limited-time promotions
Announcements about new product collections
Automate customer journeys
Use Shopify events together with customer segments to deliver personalized messages throughout the customer lifecycle.
Common automation scenarios include:
Welcome journeys
Order confirmations
Shipping updates
Repurchase reminders
Post-purchase follow-ups
Who should use this feature?
This feature is designed for:
Marketing teams
Customer relationship management (CRM) and lifecycle marketing teams
Ecommerce businesses
Customer engagement teams
Use customer segments in campaigns
Follow these steps to send a campaign to a Shopify Customer Intelligence segment.
Step 1: Create a campaign
Go to Campaigns.
Click Create a new campaign.
Step 2: Select a messaging channel
Choose the channel you want to use for your campaign.
Supported channels include:
WhatsApp
RCS
SMS
Step 3: Select a customer segment
Choose Customer Segment as the target audience.
Select one of your saved Shopify Customer Intelligence segments.
Alternatively, you can create a new segment during campaign creation as well.
Examples include:
VIP Customers
Repeat Buyers
Customers at Risk
Discount Shoppers
High Value Customers
Step 4: Create your message
Select an existing message template or create a new one.
Personalize the message based on the customer segment you are targeting.
Step 5: Review and send
Review your campaign and click Send.
Use customer segments in automation workflows
You can also use Shopify Customer Intelligence segments to personalize automation workflows.
Step 1: Create or edit an automation
Go to Automation > Rules.
Create a new automation or open an existing one.
Step 2: Select a Shopify trigger
Choose the event that starts the automation.
Examples include:
Customer Abandoned Checkout
Order Confirmation
Order Fulfilled
Order Returned
Order Shipment
Step 3: Add customer segment conditions
Limit the automation to customers who belong to a specific customer segment.
For example:
VIP Customers
Repeat Buyers
Customers who have not purchased in the last 90 days
Step 4: Configure the automation
Configure the automation by selecting:
Message template
Delivery channel
Message delay
Stop conditions
Step 5: Activate the automation
Save your changes and activate the automation.
The automation runs whenever a customer matches both the selected Shopify trigger and the customer segment conditions.
Example campaign ideas
The following examples show how Shopify Customer Intelligence can be used to create targeted campaigns.
Welcome new customers
Audience: Customers who placed their first order within the last 30 days.
Campaign: Send a welcome message with a discount for their next purchase.
VIP customers
Audience: Customers with high lifetime spend.
Campaign: Offer exclusive early access to new product collections.
Repurchase reminders
Audience: Customers who regularly reorder products.
Campaign: Send reminders before customers are likely to run out of products.
Win-back campaigns
Audience: Customers who have not purchased recently.
Campaign: Offer a limited-time discount to encourage another purchase.
Product category promotions
Audience: Customers with a strong interest in a specific product category.
Campaign: Promote newly launched products from their favorite category.
Discount campaigns
Audience: Customers who frequently purchase using discounts.
Campaign: Notify them about upcoming sales and exclusive promotional offers.
Best practices
To improve campaign performance:
Personalize messages for each customer segment.
Use customer segments instead of sending the same campaign to everyone.
Combine purchase behavior and customer attributes for more accurate targeting.
Monitor campaign performance and refine your segments over time.
Avoid sending multiple campaigns to the same audience within a short period.
Frequently Asked Questions (FAQs)
Campaigns
1. Can I use Shopify Customer Segments in campaigns?
Yes. You can select a saved Shopify Customer Segment as the target audience when creating a campaign.
2. Do customer segments update automatically before a campaign is sent?
Yes. Customer segments are dynamic and automatically reflect the latest customer data before they are used in campaigns.
3. Can I create different campaigns for different customer groups?
Yes. You can create separate campaigns for different customer segments, such as VIP customers, repeat buyers, or customers at risk.
4. Can I personalize campaigns using purchase behavior?
Yes. Shopify Customer Intelligence allows you to personalize campaigns using customer purchase history, customer value, lifecycle stage, product preferences, and other commerce insights.
5. Which campaigns work well with Shopify Customer Intelligence?
Shopify Customer Intelligence can be used for a variety of targeted campaigns, including:
Welcome campaigns
Repurchase reminders
Win-back campaigns
VIP promotions
Product recommendations
Category-specific promotions
Seasonal campaigns
6. Can I use the same customer segment in multiple campaigns?
Yes. A saved customer segment can be reused across multiple campaigns and automation workflows.
Automation workflows
7. Can I use Shopify Customer Segments in automation workflows?
Yes. Shopify Customer Segments can be combined with automation rules to create personalized customer journeys.
Customer segments
8. What happens if a customer's shopping behavior changes?
Customer segments are dynamic. If a customer no longer meets the segment criteria, they are automatically added to or removed from the segment based on the latest Shopify customer data.
9. Can I edit a customer segment after it has been used in a campaign?
Yes. You can edit a customer segment at any time. Any changes are automatically applied wherever the customer segment is used in future campaigns or automation workflows.