Previewing a store as a customer in a customer segment
To test web activities, promotions, and search rules that target a specific customer segment, we can preview the store from the perspective of customer who belongs to that customer segment. This way, we can see how the store will look and operate for those specific customers.
About this task
Here are a few examples of how we might use this feature to test your work:
- If you have activated a web activity that targets the Women customer segment, we can view the store as though we are in that customer segment to ensure that the correct information displays in the e-Marketing Spot.
- If you have activated a promotion that targets the Registered Customers customer segment, we can check out as though we are in that customer segment to ensure that the promotion is applied to a qualifying order.
- If you have activated a search rule that targets the Golfers customer segment, we can do a search as though we are in that customer segment to ensure that the search rule is correctly applied to the search results.
Procedure
- Open the Marketing tool..
- From the explorer view, click Customer Segments. The Customer Segments - List view opens. Alternatively, we can locate a customer segment from the utilities view, in a promotions view, or in a marketing activity builder view.
- Right-click the customer segment used in the web activity, promotion, or search rule to test; then click Preview Store as Segment to open the Store Preview Options window. The name of the segment is displayed.
- Click Launch Store Preview.
Results
The store preview opens in a separate window. We can now view how the store looks and operates for a customer in the selected customer segment.
Related concepts
Store preview
Customer segments
Related tasks
Previewing a store
Testing web activities
Testing web and dialog activities