Setting Up Personalized Catalog Views

The first step in setting up personalized catalog views is to determine how you want to divide your customers and items and which items you want to make accessible to which customers. Some questions to ask at this stage are:

• What customer groups do I need? How do I decide to which group a customer belongs?

• Do I want anonymous visitors to my web store to see items and their prices? Do I want them to buy items? If so, which ones?

• Do all my customers fall into one or more customer groups or do I have some “leftover” customers? What items, if any, do I want the leftover customers to see or buy? Do they have to be logged in or recognized by the web store to see or buy them?

• Do I want any of my customers to be in more than one customer group?

• What item segments do I need? On what basis do I want to assign an item to one segment or another? Do the item segments correspond to the sections in my website navigation or are they different?

• Do I want all my customer groups to be able to buy all items on my website? Or do I want some customer groups to be able to see some items but not buy them? Do I want customers who can see my items to also see the prices?

• Who should be able to see any items that are not in item segments mapped to a customer segment? Should they also be able to see their prices or buy them?

Setting up PCV after you have answers to these questions makes the process much easier.

Note:

With the 21.1 release of NetSuite, menu navigation for Setup > Marketing > Customer Segments Manager has changed to Commerce > Marketing > Customer Segments Manager. See Commerce Tab.

Personalized Catalog Views Setup Checklist

To use PCV in your web store:

1. Determine the customer segments and item segments you require for your web store.

2. Create customer segments — see Defining Customer Segments.

3. Create item segments — see Defining Item Segments.

4. Enable the Personalized Catalog Views feature — see Enabling Personalized Catalog Views

5. Ensure that the people working with PCV have the correct permissions — see Personalized Catalog Views Roles and Permissions

6. Define which item segments are visible and can be purchased— see Managing which Customer Segments can Access Item Segments.

   • Define which item segments are visible to which customer segments

   • Define which item segments be purchased by which customer segments

   • Define if all users can view or purchase items that are not included in any item segments that are mapped to customer segments

7. Check that the correct items are displayed to the correct customers — see Verifying Personalized Catalog Views

Related Topics

Personalized Catalog Views

Defining Customer Segments

Defining Item Segments

Personalized Catalog Views Roles and Permissions

Enabling Personalized Catalog Views

Managing which Customer Segments can Access Item Segments

General Notices