Segmentation categorizes customers into groups based on shopping history, geographic location, device type, and other attributes. This enables targeted marketing and merchandising strategies.

In eCommerce, merchandiser uses segmentation to display products more relevant to a customer’s specific segment. For example, showing trending products to new visitors or recommending items based on past views for returning customers.

Unbxd’s Role: Unbxd provides a platform to create and manage these segments. It allows configuring attributes (like location, device, user type) and custom attributes

​
Types of Segments

Segments are defined based on:

  1. Location: Analyze purchasing patterns across different regions. Recommend products with lower shipping costs based on shopper locations.
  2. Devices: Identify purchasing trends across different devices. Track cross-device purchases and personalize each channel’s experience.
  3. Visit Type: Differentiate between first-time and returning shoppers. Display trending products for new visitors and recently viewed or recommended products for returning shoppers.
  4. Custom Attributes: They are included in the search API request to segment shoppers based on specific requirements.

​
Setting up Netcore-Segments

Log in to Netcore Unbxd selfserve console and navigate to Merchandising > Segmentation.

Here are the other functionalities on the Segment dashboard.

  1. Search
  2. Filter
  3. Configure Attributes
  4. Bulk upload/download segments
  5. Add new Segment

Use the search option (search icon) to find and manage existing segments based on attributes such as location, device, and visit type.

​
2. Filter

Use the filter option (filter icon) to view the table below to know about the options available in Filters.

OptionDescription
Created datePeriod in which the segment was created
Creator emailWho has created the segment
Segment’s attributesGroup shoppers by location, device, and visit type

​
3. Custom Attributes

Click on the (setting button image) and select “add new custom attribute” to create an attribute. These attributes will be used to create segments.

  1. In addition to the default attributes, you can add up to five custom attributes.
  2. All of them can be rearranged in order of importance by drag-and-drop operations on the console. Learn more about Default attributes and Custom attributes (link Attributes MDX file here)

​
4. Bulk upload/download segment

Easily upload or download segments in bulk for efficient management. You can upload a locally created JSON file with multiple segments to the console simultaneously. Similarly, you can download the list of created segments in bulk

​
5. Delete a Segment

Custom attributes can be selectively deleted if not used in any active segment and Unbxd default attributes are permanent and cannot be removed from the system.

Active Segment: If a segment is used by any active or upcoming

campaigns in search or browse.

​
6. Add new Segment

Click on the “add new segment” button and select criteria based on your requirements, which are explained next.
To create a segment:

  1. Go to Merchandising > Segments > Add Segment

  2. Provide the name of your segment in the Add Segment Name box at the top.

  3. Set up the attributes in the next block. You can set up a maximum of 6 attributes, which includes one default attribute and five custom attributes.
    Default attributes:

    1. Location: Any number of locations can be added. This does not have a limit.
    2. Visit Type: Choose between new and repeated users. You can select one or both.
    3. Devices: Select the devices you wish to target from the available options. This does not have a limit.

    Custom attributes:

    You can add up to three custom attributes in addition to the default ones per segment. You may configure these custom attributes with any value you choose and pass them through the search API. You can only pass one value for each custom attribute. Ensure to include the “exact custom attribute” in your search/browse request. After creation, Unbxd passes these attribute values in the search API.
    Click here to learn more about Segment attributes.

  4. Select the “save segment” button.

  5. The created segment will be visible on the Listing Page.