Customers by Item Workbook
The Customers by Item workbook enables you to select specific items and see which customers can see them, see their prices, and buy them. The workbook shows you:
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which item segments the selected items are in
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which customer segments are mapped to those item segments
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which customers are included in the customer segments
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the website visibility level of those items for those customers
To view which customers can see and buy specific items:
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Go to Commerce > Marketing > Personalization > Customer Segments Manager.
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Click Save & View Report and select the Customers by Item workbook.
You can also access the workbook directly, by going to the Workbook Listing page and clicking the Customers by Item link in the Standard Workbooks list. For more information, see Accessing and Sharing Workbooks and Datasets.
Note:If you cannot see the Save & View Report button, you do not have the correct permissions to access workbooks. See Personalized Catalog Views Roles and Permissions for more information.
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In the Customers by Item pivot table, click the Field Menu icon
next to Item and click on Filter Item. -
In the left pane of the filter window, select the items you are interested in and click > to move them to the right pane.
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Click Apply.
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Click the Field Menu icon
next to Website Visibility Level and click Filter Website Visibility Level.To see the customers who:
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can buy the selected item, select Display Fully in the left pane of the filter window
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can view but not buy the selected item, select Disable Purchase in the left pane of the filter window
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can view the selected item, but not see the item price or buy the item, select Disable Purchase and Hide Price in the left pane of the filter window
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cannot view the selected item on the web store, select Hide Fully in the left pane of the filter window
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Click > to move the selected Website Visibility Level to the right pane.
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Click Apply.
The pivot table refreshes to show you which customers can view and buy each selected item.