Management Center: Create a customer segment

Operate > IBM Management Center for WebSphere Commerce > Marketing tool > Work with customer segments

Create a customer segment

Overview

Create a customer segment to define a group of customers who share one or more attributes that are relevant to marketing activities. You can then use the customer segment as a target for Web and Dialog activities, E-mail activities, and promotions.
Before you use an attribute to define a customer segment (for example, Age and Gender), verify the store gathers customer data for that attribute. For example, the store might not gather customer data for all the attributes in the Demographics, Address, or Miscellaneous tabs. For B2B stores, this list includes the Accounts tab.

Create a customer segment

Open the Marketing tool.

From the toolbar, click...

New | Customer Segment

Enter General Properties...

Option Description
Name Meaningful name for the customer segment. This name displays on page....

Customer Segments - List

When using a customer segment in a marketing activity or a promotion, use this name to identify the customer segment.
You cannot change the customer segment name after you have saved the customer segment for the first time.
Description Meaningful description for the customer segment.
Use marketing activities to add or remove customers Select this check box if you are going to use marketing activities to dynamically add customers to or remove customers from this customer segment.
This requires you to create a Web or Dialog activity that references this customer segment in an Add To or Remove From Customer Segment action element. This check box must be selected for these automatic updates to take place.

Choose one or more of the following tabs in the customer segment properties view; then complete the relevant attributes on each tab. Any attributes you do not modify are ignored in the definition of the customer segment.

Customer or Segment tab options
Registration tab options
Demographics tab options
Address tab options
Purchase Details tab options
Miscellaneous tab options
Account tab options (for B2B stores only)

Customer or Segment tab options

Attribute Description
Customer segments Include customers in this new segment who belong, or do not belong, to one or more existing customer segments.
For example, if you have three existing segments...

Gold Customers
Silver Customers
Bronze Customers

...you can build a new segment called...

Gold, Silver and Bronze Customers

...that includes customers who belong to any of the three existing segments.

Customer must belong to one of the customer segments specified below
Include customers in this new segment if they belong to at least one of the customer segments you specify.

Customer must belong to all of the customer segments specified below
Include customers in this new segment if they belong to all of the customer segments you specify.

Customer must not belong to any of the customer segments specified below
Exclude customers from this new segment if they belong to any of the customer segments you specify.

In the Target customer segments table, specify one or more customer segments to define the selection in the Customer segments field. You can enter the customer segment name and click Find and Add.
Alternatively, you can click the Show utilities view icon to open the utilities view, search or browse for the customer segment, and then drag the customer segment into the table.
Note that if you choose other attributes that customers in the specified segment do not possess, then those customers will not be included in the new customer segment. For example, if you specify the Female Customers customer segment in this field, and you also specify the Age group attribute with a value of 20-29 years, then only female customers in that age group will be included in the new customer segment.
Included customers Specify existing registered customers who to include in this customer segment, even if they do not meet the other criteria defined for this segment.
You can enter the customer's logon ID, or first name, or last name; then click Find and Add. Alternatively, you can click the Show utilities view icon to open the utilities view, search or browse for the customer, and then drag the customer into the table.
Excluded customers Specify existing registered customers who to exclude from this customer segment, even though they meet the criteria defined for the segment.
You can enter the customer's logon ID, or first name, or last name; then click Find and Add. Alternatively, you can click the Show utilities view icon to open the utilities view, search or browse for the customer, and then drag the customer into the table.

Registration tab options

Attribute Description
Registration status

Registered

Include only registered customers in this segment.

Unregistered

Include only unregistered customers in this segment.

Registration date

Registered within the number of days specified below

Include only customers who have registered in a certain time frame. A Number of days field displays, in which you can specify how recently the customer must have registered.

Registered before the number of days ago specified below

Include only customers who registered before a certain time frame. A Number of days field displays, in which you can specify how long ago the customer must have registered.

Registered before the date specified below

Include only customers who registered before a specific date. A Date field displays in which you can enter the target date.

Registered after the date specified below

Include only customers who registered after a particular date. A Date field displays in which you can enter the target date.

Registered between the dates specified below

Include only customers who registered between two dates. Start date and End date fields display in which you can enter the dates to specify the target range.

The date and time are based on the current system time for the machine on which WebSphere Commerce Server is installed.
Last registration update

Update must have occurred within the number of days specified below

Include only customers who have updated their registration information within a certain time frame. A Number of days field displays, in which you can specify how recently the target customers changed their registration information.

Update must have occurred earlier than the number of days ago specified below

Include only customers who have updated their registration information before a certain time frame. A Number of days field displays, in which you can specify how long ago the target customers changed their registration information.

Update must have occurred before the date specified below

Include only customers who have updated their registration information before a particular date. A Date field displays in which you can enter the target date.

Update must have occurred after the date specified below

Include only customers who have updated their registration information after a particular date. A Date field displays in which you can enter the target date.

Update must have occurred between the dates specified below

Include only customers who have updated their registration information between two dates. Start date and End date fields display in which you can enter the dates to specify the target range.

Demographics tab options

Attribute Description
Gender Select Target the genders specified below; then select the check box corresponding to each gender option that to include in this segment. You can select any number of gender options.
Current age according to supplied birth date

Current age must be equal to the age specified below

Include customers who are exactly the target age. An Age field displays in which you can select the target age.

Current age must be greater than or equal to the age specified below

Include customers who are the target age or older. An Age field displays in which you can select the target age.

Current age must be less than or equal to the age specified below

Include customers who are the target age or younger. An Age field displays in which you can select the target age.

Current age must be within the range specified below

Include customers whose age falls within a target range. Minimum age and Maximum age fields display in which you can select the upper and lower thresholds.

To use this attribute, the site must gather customers' birth dates. Typically, customers can specify their birth date during registration. The server calculates the customer's age from the supplied birth date; therefore, the age will remain accurate over time.
Age group Select Target the age groups specified below; then select the check box corresponding to each age group that to include in this segment. You can select any number of age groups.
To use this attribute, the site must gather customers' age ranges. Typically, customers can specify their age range during registration. Note that if a customer specifies their age range today, the age range could become inaccurate over time.
Annual income Select Target the income groups specified below; then select the check box corresponding to each income group that to include in this segment. You can select any number of income groups.
Marital status Select Target the marital statuses specified below; then select the check box corresponding to each marital status group that to include in this segment. You can select any number of marital statuses.
Children

Number of children must be equal to the number specified below

Include customers who have exactly the target number of children. A Number of children field displays in which you can select the target number of children.

Number of children must be greater than or equal to the number specified below

Include customers who have the target number of children, or more. A Number of children field displays in which you can select the target number of children.

Number of children must be less than or equal to the number specified below

Include customers who have the target number of children, or fewer. A Number of children field displays in which you can select the target number of children.

Number of children must be within the range specified below

Include customers who have a number of children that falls within a target range. Minimum number of children and Maximum number of children fields display in which you can select the upper and lower thresholds.

Household size

Household size must be equal to the number specified below

Include customers that live in a house containing exactly the target number of people. A Number of people field displays in which you can select the target number of people.

Household size must be greater than or equal to the number specified below

Include customers that live in a house containing the target number of people, or more. A Number of people field displays in which you can select the target number of people.

Household size must be less than or equal to the number specified below

Include customers that live in a house containing the target number of people, or fewer. A Number of people field displays in which you can select the target number of people.

Household size must be within the range specified below

Include customers that live in a house containing a number of people that falls within a target range. Minimum number of people and Maximum number of people fields display in which you can select the upper and lower thresholds. Note that household sizes that are equal to either the minimum or maximum will qualify for inclusion.

Address tab options

Attribute Description
City

Customer resides in one of the cities specified below

Include only customers who live in specific cities in the segment; then add one or more city names to the Target cities table.

Customer does not reside in any of the cities specified below

Include only customers who do not live in specified cities in the segment; then add one or more city names to the Target cities table.

The city name you add to the table must match the exact name as it is stored in the store database for a given customer. Typically, the name is stored as the customer entered it on the store page. In the table, you can add multiple versions of the same city name, for example, New York and NYC, to get more customer matches. The name is not case-sensitive.
State or province

Customer resides in one of the states or provinces specified below

Include only customers who live in specific states or provinces in the segment; then select one or more state or province names in the Target states and provinces table.

Customer does not reside in any of the states or provinces specified below

Include only customers who do not live in specified states or provinces in the segment; then select one or more state or province names in the Target states and provinces table.

Country or region

Customer resides in one of the countries or regions specified below

Include only customers who live in specific countries or regions in the segment; then select one or more country or region names in the Target countries and regions table.

Customer does not reside in any of the countries or regions specified below

Include only customers who do not live in specified countries or regions in the segment; then select one or more country or region names in the Target countries and regions table.

ZIP code or postal code

ZIP code or postal code must start with one of the prefixes specified below

Include only customers that have specific ZIP codes or postal codes; then add one or more prefixes to the Target ZIP code and postal code prefixes table.

ZIP code or postal code must not start with one of the prefixes specified below

Include only customers that do not have specific ZIP codes or postal codes; then add one or more prefixes to the Target ZIP code and postal code prefixes table.

The prefix is a portion of the full ZIP or postal code, as it is stored in the store's database, starting with the first number or letter in the code. For example, if you specify the prefix 90 in the table, the server will search the store's database for all customers who have a ZIP code starting with 90. The search is not case-sensitive.
Phone number

Phone number must start with one of the prefixes specified below

Include only customers who have specific phone number prefixes; then add one or more prefixes to the Target phone number prefixes table.

Phone number must not start with any of the prefixes specified below

Include only customers who do not have specific phone number prefixes; then add one or more prefixes to the Target phone number prefixes table.

The prefix is a portion of the full telephone number, as it is stored in the store's database, starting with the first number or character. For example, if you specify the prefix 212 in the table, the server will search the store's database for all customers who have a telephone number that starts with 212. Include only numbers in the entry; do not include spaces or special characters (for example, parentheses and hyphens).
E-mail address

E-mail address domain must match one of the domains specified below

Include only customers who have specific e-mail address domains; then specify the domains in the Target e-mail domains table.

E-mail address domain must not match any of the domains specified below

Include only customers who do not have specific e-mail address domains; then specify the domains in the Target e-mail domains table.

The domain name is the part of the e-mail address that comes after the @ sign. For example, to include a customer with the e-mail address johndoe@example.com, add this e-mail address domain to the table: example.com

Purchase Details tab options

Attribute Description
Amount spent since registration

Amount spent must be zero

Include customers that have not spent any money at the site.

Amount spent must be greater than the amount specified below

Include customers that have spent a total amount that is greater than a particular target amount. An Amount spent field displays in which enter the target amount.

Amount spent must be less than the amount specified below

Include customers that have spent a total amount that is less than a particular target amount. An Amount spent field displays in which enter the target amount.

Amount spent must be within the range specified below

Include only customers that have spent an amount that falls within a target range. Minimum amount spent and Maximum amount spent fields display in which enter the upper and lower thresholds for the range. Note that amounts spent that are equal to either the minimum or maximum will qualify for inclusion.

Orders

Number of orders must be equal to the number specified below

Include customers that have had exactly the target number of fulfilled orders. A Number of orders field displays in which enter the target number of fulfilled orders.

Number of orders must be greater than or equal to the number specified below

Include customers that have had either the target number of fulfilled orders, or more. A Number of orders field displays in which enter the target number of fulfilled orders.

Number of orders must be less than or equal to the number specified below

Include customers that have had either the target number of fulfilled orders, or fewer. A Number of orders field displays in which enter the target number of fulfilled orders.

Number of orders must be within the range specified below

Include only customers that have had a number of fulfilled orders that falls within a target range. Minimum number of orders and Maximum number of orders fields display in which enter the upper and lower thresholds for the range. Note that fulfilled order numbers that are equal to either the minimum or maximum will qualify for inclusion.

Last purchase date

Last purchase must have occurred within the number of days specified below

Include only customers that have placed an order within a certain time frame. A Number of days field displays, in which you can specify how recently the customer last made a purchase.

Last purchase must have occurred earlier than the number of days ago specified below

Include only customers that placed an order before a certain time frame. A Number of days field displays, in which you can specify how long ago the customer must have made a purchase.

Last purchase must have occurred before the date specified below

Include only customers that placed an order before a particular date. A Date field displays in which you can enter the target date.

Last purchase must have occurred after the date specified below

Include only customers that placed an order after a particular date. A Date field displays in which you can enter the target date.

Last purchase must have occurred between the dates specified below

Include only customers that placed an order between two dates. Start date and End date fields display in which you can enter the dates to specify the target range.

Miscellaneous tab options

Attribute Description
Last store visit date

Last visit must have occurred within the number of days specified below

Include only customers with a last visit date that occurred within a certain time frame. A Number of days field displays, in which you can specify how long ago the customer must have made a purchase.

Last visit must have occurred earlier than the number of days ago specified below

Include only customers with a last visit date that occurred before a certain time frame. A Number of days field displays, in which you can specify how long ago the customer must have made a purchase.

Last visit must have occurred before the date specified below

Include only customers with a last visit date that occurred before a particular date. A Date field displays, in which you can enter the target date.

Last visit must have occurred after the date specified below

Include only customers with a last visit date that occurred after a particular date. A Date field displays in which you can enter the target date.

Last visit must have occurred between the dates specified below

Include only customers with a last visit date that occurred between two dates. Start date, and End date fields display, in which you can enter the dates to specify the target range.

Job function Select Target the job functions specified below to include only those customers with specific job functions. Then select the check box for one or more of the job functions listed.
Interests

Interests must include one of the interests specified below

Include customers who have one or more of the specified interests. A Target interests field displays, in which you can specify the target interests.

Interests must include all of the interests specified below

Include customers who have all of the specified interests. A Target interests field displays, in which you can specify the target interests.

Interests must not include any of the interests specified below

Include customers who do not have any of the specified interests. A Target interests field displays, in which you can specify the target interests.

The interest name you add to the table must match the exact name as it is stored in the store database for a given customer. The name is not case-sensitive.
Company name

Company name must match one of the names specified below

Include customers who are employed by a particular company. A Target company names field displays, in which you can specify the target companies.

Company name must not match any of the names specified below

Include customers who are not employed by a particular company. A Target company names field displays, in which you can specify the target companies.

The company name you add to the table must match the exact name as it is stored in the store database for a given customer. The name is case-sensitive.
Currency Select Target the currencies specified below to include only customers who have registered and indicated a preferred currency. Then select the check box for one or more of the store's defined currencies.
Language Select Target the languages specified below to include only customers who have registered and indicated a preferred language. Then select the check box for one or more of the store's defined languages.
Preferred method of communication Select Target the methods of communication specified below to include only customers who have specified a preferred method of communication. Then select the check box for one or more of the listed communication methods.

Account tab options

Attribute Description
Account

Customer must belong to one of the accounts specified below

Include only customers who belong to specific accounts in the segment; then add one or more accounts to the Target accounts table.

Customer must not belong to any of the accounts specified below

Include only customers who do not belong to specific accounts in the segment; then add one or more accounts to the Target accounts table.

Account size Select Target the account sizes specified below; then select the check box corresponding to each account size option that to include in this segment. You can select any number of options.
Account geographical location

Account location is in one of the countries or regions specified below

Include only customers that belong to accounts in specific geographical locations; then select one or more locations in the Target geographical locations table.

Account location is not in any of the countries or regions specified below

Include only customers that belong to accounts that are not located in any of the specified geographical locations; then select one or more locations in the Target geographical locations table.

The geographical location defines where an account is based.
Account country or region of operation

Operates in one of the countries or regions specified below

Include only customers who belong to accounts that operate in specific geographical locations; then select one or more locations in the Target countries and regions of operation table.

Operates in all of the countries or regions specified below

Include only customers who belong to accounts that operate in all of the specified geographical locations; then select one or more locations in the Target countries and regions of operation table.

Does not operate in any of the countries or regions specified below

Exclude customers who belong to accounts that operate in any of the specific geographical locations; then add one or more locations to the Target countries and regions of operation table.

The country or region of operation defines where an account operates. This is different from the geographical location in that an account located in the United States might operate in the United States, Canada, and the United Kingdom.
Account industry Select Target the account industries specified below; then select the check box corresponding to each account industry option that to include in this segment. You can select any number of options.
Account business Select Target the account businesses specified below; then select the check box corresponding to each account business option that to include in this segment. You can select any number of options.
Account sales

Amount spent must be zero

Include customers that belong to accounts that have spent no money.

Amount spent must be greater than the amount specified below

Include customers that belong to accounts that have spent an amount greater than some target amount. An Amount spent field displays in which enter the target amount.

Amount spent must be less than the amount specified below

Include customers that belong to accounts that have spent an amount less than some target amount. An Amount spent field displays in which enter the target amount.

Account spent must be within the range specified below

Include only customers that belong to accounts that have spent an amount that falls within a target range. Minimum amount spent and Maximum amount spent fields display, in which enter the upper and lower thresholds for the range. Note that amounts spent that are equal to either the minimum or maximum will qualify for inclusion.

Click Save to save the customer segment, or click Save and Close to close the editor and return to the previous page.

Related concepts

Customer segments
Action: Add To or Remove From Customer Segment

Related tasks

Changing a customer segment
Delete a customer segment

Related reference

Customer segment attributes

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Search Tips | Advanced Search

Attribute	Description
Gender	Select Target the genders specified below; then select the check box corresponding to each gender option that to include in this segment. You can select any number of gender options.
Current age according to supplied birth date	Current age must be equal to the age specified below Include customers who are exactly the target age. An Age field displays in which you can select the target age. Current age must be greater than or equal to the age specified below Include customers who are the target age or older. An Age field displays in which you can select the target age. Current age must be less than or equal to the age specified below Include customers who are the target age or younger. An Age field displays in which you can select the target age. Current age must be within the range specified below Include customers whose age falls within a target range. Minimum age and Maximum age fields display in which you can select the upper and lower thresholds. To use this attribute, the site must gather customers' birth dates. Typically, customers can specify their birth date during registration. The server calculates the customer's age from the supplied birth date; therefore, the age will remain accurate over time.
Age group	Select Target the age groups specified below; then select the check box corresponding to each age group that to include in this segment. You can select any number of age groups. To use this attribute, the site must gather customers' age ranges. Typically, customers can specify their age range during registration. Note that if a customer specifies their age range today, the age range could become inaccurate over time.
Annual income	Select Target the income groups specified below; then select the check box corresponding to each income group that to include in this segment. You can select any number of income groups.
Marital status	Select Target the marital statuses specified below; then select the check box corresponding to each marital status group that to include in this segment. You can select any number of marital statuses.
Children	Number of children must be equal to the number specified below Include customers who have exactly the target number of children. A Number of children field displays in which you can select the target number of children. Number of children must be greater than or equal to the number specified below Include customers who have the target number of children, or more. A Number of children field displays in which you can select the target number of children. Number of children must be less than or equal to the number specified below Include customers who have the target number of children, or fewer. A Number of children field displays in which you can select the target number of children. Number of children must be within the range specified below Include customers who have a number of children that falls within a target range. Minimum number of children and Maximum number of children fields display in which you can select the upper and lower thresholds.
Household size	Household size must be equal to the number specified below Include customers that live in a house containing exactly the target number of people. A Number of people field displays in which you can select the target number of people. Household size must be greater than or equal to the number specified below Include customers that live in a house containing the target number of people, or more. A Number of people field displays in which you can select the target number of people. Household size must be less than or equal to the number specified below Include customers that live in a house containing the target number of people, or fewer. A Number of people field displays in which you can select the target number of people. Household size must be within the range specified below Include customers that live in a house containing a number of people that falls within a target range. Minimum number of people and Maximum number of people fields display in which you can select the upper and lower thresholds. Note that household sizes that are equal to either the minimum or maximum will qualify for inclusion.

Attribute	Description
City	Customer resides in one of the cities specified below Include only customers who live in specific cities in the segment; then add one or more city names to the Target cities table. Customer does not reside in any of the cities specified below Include only customers who do not live in specified cities in the segment; then add one or more city names to the Target cities table. The city name you add to the table must match the exact name as it is stored in the store database for a given customer. Typically, the name is stored as the customer entered it on the store page. In the table, you can add multiple versions of the same city name, for example, New York and NYC, to get more customer matches. The name is not case-sensitive.
State or province	Customer resides in one of the states or provinces specified below Include only customers who live in specific states or provinces in the segment; then select one or more state or province names in the Target states and provinces table. Customer does not reside in any of the states or provinces specified below Include only customers who do not live in specified states or provinces in the segment; then select one or more state or province names in the Target states and provinces table.
Country or region	Customer resides in one of the countries or regions specified below Include only customers who live in specific countries or regions in the segment; then select one or more country or region names in the Target countries and regions table. Customer does not reside in any of the countries or regions specified below Include only customers who do not live in specified countries or regions in the segment; then select one or more country or region names in the Target countries and regions table.
ZIP code or postal code	ZIP code or postal code must start with one of the prefixes specified below Include only customers that have specific ZIP codes or postal codes; then add one or more prefixes to the Target ZIP code and postal code prefixes table. ZIP code or postal code must not start with one of the prefixes specified below Include only customers that do not have specific ZIP codes or postal codes; then add one or more prefixes to the Target ZIP code and postal code prefixes table. The prefix is a portion of the full ZIP or postal code, as it is stored in the store's database, starting with the first number or letter in the code. For example, if you specify the prefix 90 in the table, the server will search the store's database for all customers who have a ZIP code starting with 90. The search is not case-sensitive.
Phone number	Phone number must start with one of the prefixes specified below Include only customers who have specific phone number prefixes; then add one or more prefixes to the Target phone number prefixes table. Phone number must not start with any of the prefixes specified below Include only customers who do not have specific phone number prefixes; then add one or more prefixes to the Target phone number prefixes table. The prefix is a portion of the full telephone number, as it is stored in the store's database, starting with the first number or character. For example, if you specify the prefix 212 in the table, the server will search the store's database for all customers who have a telephone number that starts with 212. Include only numbers in the entry; do not include spaces or special characters (for example, parentheses and hyphens).
E-mail address	E-mail address domain must match one of the domains specified below Include only customers who have specific e-mail address domains; then specify the domains in the Target e-mail domains table. E-mail address domain must not match any of the domains specified below Include only customers who do not have specific e-mail address domains; then specify the domains in the Target e-mail domains table. The domain name is the part of the e-mail address that comes after the @ sign. For example, to include a customer with the e-mail address johndoe@example.com, add this e-mail address domain to the table: example.com

Attribute	Description
Amount spent since registration	Amount spent must be zero Include customers that have not spent any money at the site. Amount spent must be greater than the amount specified below Include customers that have spent a total amount that is greater than a particular target amount. An Amount spent field displays in which enter the target amount. Amount spent must be less than the amount specified below Include customers that have spent a total amount that is less than a particular target amount. An Amount spent field displays in which enter the target amount. Amount spent must be within the range specified below Include only customers that have spent an amount that falls within a target range. Minimum amount spent and Maximum amount spent fields display in which enter the upper and lower thresholds for the range. Note that amounts spent that are equal to either the minimum or maximum will qualify for inclusion.
Orders	Number of orders must be equal to the number specified below Include customers that have had exactly the target number of fulfilled orders. A Number of orders field displays in which enter the target number of fulfilled orders. Number of orders must be greater than or equal to the number specified below Include customers that have had either the target number of fulfilled orders, or more. A Number of orders field displays in which enter the target number of fulfilled orders. Number of orders must be less than or equal to the number specified below Include customers that have had either the target number of fulfilled orders, or fewer. A Number of orders field displays in which enter the target number of fulfilled orders. Number of orders must be within the range specified below Include only customers that have had a number of fulfilled orders that falls within a target range. Minimum number of orders and Maximum number of orders fields display in which enter the upper and lower thresholds for the range. Note that fulfilled order numbers that are equal to either the minimum or maximum will qualify for inclusion.
Last purchase date	Last purchase must have occurred within the number of days specified below Include only customers that have placed an order within a certain time frame. A Number of days field displays, in which you can specify how recently the customer last made a purchase. Last purchase must have occurred earlier than the number of days ago specified below Include only customers that placed an order before a certain time frame. A Number of days field displays, in which you can specify how long ago the customer must have made a purchase. Last purchase must have occurred before the date specified below Include only customers that placed an order before a particular date. A Date field displays in which you can enter the target date. Last purchase must have occurred after the date specified below Include only customers that placed an order after a particular date. A Date field displays in which you can enter the target date. Last purchase must have occurred between the dates specified below Include only customers that placed an order between two dates. Start date and End date fields display in which you can enter the dates to specify the target range.

Attribute	Description
Last store visit date	Last visit must have occurred within the number of days specified below Include only customers with a last visit date that occurred within a certain time frame. A Number of days field displays, in which you can specify how long ago the customer must have made a purchase. Last visit must have occurred earlier than the number of days ago specified below Include only customers with a last visit date that occurred before a certain time frame. A Number of days field displays, in which you can specify how long ago the customer must have made a purchase. Last visit must have occurred before the date specified below Include only customers with a last visit date that occurred before a particular date. A Date field displays, in which you can enter the target date. Last visit must have occurred after the date specified below Include only customers with a last visit date that occurred after a particular date. A Date field displays in which you can enter the target date. Last visit must have occurred between the dates specified below Include only customers with a last visit date that occurred between two dates. Start date, and End date fields display, in which you can enter the dates to specify the target range.
Job function	Select Target the job functions specified below to include only those customers with specific job functions. Then select the check box for one or more of the job functions listed.
Interests	Interests must include one of the interests specified below Include customers who have one or more of the specified interests. A Target interests field displays, in which you can specify the target interests. Interests must include all of the interests specified below Include customers who have all of the specified interests. A Target interests field displays, in which you can specify the target interests. Interests must not include any of the interests specified below Include customers who do not have any of the specified interests. A Target interests field displays, in which you can specify the target interests. The interest name you add to the table must match the exact name as it is stored in the store database for a given customer. The name is not case-sensitive.
Company name	Company name must match one of the names specified below Include customers who are employed by a particular company. A Target company names field displays, in which you can specify the target companies. Company name must not match any of the names specified below Include customers who are not employed by a particular company. A Target company names field displays, in which you can specify the target companies. The company name you add to the table must match the exact name as it is stored in the store database for a given customer. The name is case-sensitive.
Currency	Select Target the currencies specified below to include only customers who have registered and indicated a preferred currency. Then select the check box for one or more of the store's defined currencies.
Language	Select Target the languages specified below to include only customers who have registered and indicated a preferred language. Then select the check box for one or more of the store's defined languages.
Preferred method of communication	Select Target the methods of communication specified below to include only customers who have specified a preferred method of communication. Then select the check box for one or more of the listed communication methods.

Attribute	Description
Account	Customer must belong to one of the accounts specified below Include only customers who belong to specific accounts in the segment; then add one or more accounts to the Target accounts table. Customer must not belong to any of the accounts specified below Include only customers who do not belong to specific accounts in the segment; then add one or more accounts to the Target accounts table.
Account size	Select Target the account sizes specified below; then select the check box corresponding to each account size option that to include in this segment. You can select any number of options.
Account geographical location	Account location is in one of the countries or regions specified below Include only customers that belong to accounts in specific geographical locations; then select one or more locations in the Target geographical locations table. Account location is not in any of the countries or regions specified below Include only customers that belong to accounts that are not located in any of the specified geographical locations; then select one or more locations in the Target geographical locations table. The geographical location defines where an account is based.
Account country or region of operation	Operates in one of the countries or regions specified below Include only customers who belong to accounts that operate in specific geographical locations; then select one or more locations in the Target countries and regions of operation table. Operates in all of the countries or regions specified below Include only customers who belong to accounts that operate in all of the specified geographical locations; then select one or more locations in the Target countries and regions of operation table. Does not operate in any of the countries or regions specified below Exclude customers who belong to accounts that operate in any of the specific geographical locations; then add one or more locations to the Target countries and regions of operation table. The country or region of operation defines where an account operates. This is different from the geographical location in that an account located in the United States might operate in the United States, Canada, and the United Kingdom.
Account industry	Select Target the account industries specified below; then select the check box corresponding to each account industry option that to include in this segment. You can select any number of options.
Account business	Select Target the account businesses specified below; then select the check box corresponding to each account business option that to include in this segment. You can select any number of options.
Account sales	Amount spent must be zero Include customers that belong to accounts that have spent no money. Amount spent must be greater than the amount specified below Include customers that belong to accounts that have spent an amount greater than some target amount. An Amount spent field displays in which enter the target amount. Amount spent must be less than the amount specified below Include customers that belong to accounts that have spent an amount less than some target amount. An Amount spent field displays in which enter the target amount. Account spent must be within the range specified below Include only customers that belong to accounts that have spent an amount that falls within a target range. Minimum amount spent and Maximum amount spent fields display, in which enter the upper and lower thresholds for the range. Note that amounts spent that are equal to either the minimum or maximum will qualify for inclusion.