Overview of the Customer Segmentation Process

To use Customer Segmentation, follow this general process to create segments, working in the Generate Customer Segment tab:

• Versions – Perform preprocessing actions such as filter and sample a customer's shopping-specific categories or departments. Also identify important attributes that are specific to merchandise and location for customer segmentation.

  Segment Criteria – View all available segments for the specified merchandise, location, and calendar. Review the segment criteria or scenario details for each segment. Use an existing segment as the basis for creating a new segment.

• Explore Data – Examine attributes and their summaries for the segment. Review multiple significant attributes and their correlations using the contextual information.

• Segment Setup – Define multiple what-if scenarios. Such scenarios can be compared with one another throughout the segmentation process.

• Segment Results – View the scenario results and compare scenarios.

• Segment Insights – Gain an understanding about segment results and segment performance prior to approval by examining the contextual information.