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# Definitions and Logical Relationships | ||
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<Callout type="info"> | ||
#### Exclusive enterprise feature | ||
The Customer Segmentation API is available to enterprise customers. If you would like to become an enterprise customer, please contact your BigCommerce Customer Service Manager or our support team. | ||
</Callout> | ||
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## Segment | ||
An entity that classifies shoppers into groups or buckets, referred to as **segments**. | ||
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## Manual segment | ||
A collection of shoppers that a merchant or application has grouped together using the API. Manual segments are not a distinct entity in our API; they are a subset of **segments**. | ||
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## Shopper profile | ||
An entity that represents a registered **customer**. Current plans for future releases include supporting **shopper profiles** for **guest** customers. | ||
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## Customer | ||
An existing entity that represents a shopper who is registered with the store. In the Customer Segmentation API documentation, assume that **customers** are signed in to the subject storefront. For more on the **customer** entity, see the public [Customers API reference](/docs/rest-management/customers). | ||
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## Guest | ||
A shopper who is not signed in to the subject storefront. | ||
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A **guest** may or may not be a registered **customer**, but because they are not signed in, your application doesn't know their registration status. | ||
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## Promotion | ||
A way to give discounts based on whether the shopper meets specific criteria, such as ordering a certain amount, purchasing certain brands, being a repeat customer, or being associated with a **shopper profile** that belongs to a **segment**. | ||
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For more on using **promotions** with **segments**, see [Targeting a segment with a promotion](/docs/store-operations/customer-segmentation/user-guide#targeting-a-segment-with-a-promotion). For more on the **promotion** entity, see the [Promotions documentation](/docs/store-operations/promotions). | ||
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## Summary of entity relationships | ||
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### Many-to-many | ||
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* Segments and shopper profiles | ||
* Segments and promotions | ||
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### One-to-one | ||
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* Shopper profiles and customers | ||
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### Other entity relationships | ||
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Relationships that don't currently involve the Customer Segmentation API: | ||
* Many-to-many: guests and promotions | ||
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Relationships that don't yet exist: | ||
* Shopper profiles and guests | ||
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## Resources | ||
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### Articles | ||
* [Customer Segmentation API Overview](/docs/store-operations/customer-segmentation) | ||
* [Customer Segmentation API Guide](/docs/store-operations/customer-segmentation/user-guide) | ||
* [Promotions and Customer Segmentation](/docs/store-operations/customer-segmentation/promotions-api) | ||
* [Promotions API documentation](/docs/store-operations/promotions) | ||
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### Customer Segmentation reference | ||
* [Customer Segmentation V3 API Reference Overview](/docs/rest-management/customer-segmentation) | ||
* [Create segments](/docs/rest-management/customer-segmentation/segments#create-segments) | ||
* [Create shopper profiles](/docs/rest-management/customer-segmentation/shopper-profiles#create-shopper-profiles) | ||
* [Add shopper profiles to a segment](docs/rest-management/customer-segmentation/shopper-profiles-for-a-segment#add-shopper-profiles-to-a-segment) | ||
* [Update Segments](docs/rest-management/customer-segmentation/segments#update-segments) | ||
* [Remove shopper profiles from a segment](/docs/rest-management/customer-segmentation/shopper-profiles-for-a-segment#remove-shopper-profiles-from-a-segment) | ||
* [Delete segments](docs/rest-management/customer-segmentation/segments#delete-segments) | ||
* [Get all shopper profiles in a segment](/docs/rest-management/customer-segmentation/shopper-profiles-for-a-segment#get-all-shopper-profiles-in-a-segment) | ||
* [Get all segments for a shopper profile](/docs/rest-management/customer-segmentation/segments-for-a-shopper-profile#get-all-segments-for-a-shopper-profile) | ||
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# FAQ | ||
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## How will a promotion be applied to shoppers associated with a targeted segment? | ||
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For a promotion to apply, you must assign a customer to the targeted segment, and they must sign in to the subject storefront. | ||
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For automatic promotions, the discount automatically applies itself to the cart of each eligible signed-in customer. For coupon promotions, the signed-in customer must enter a valid coupon code associated with the promotion during checkout. | ||
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## Can you segment guests where customer_id=0? | ||
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Not currently. This version of the Customer Segmentation API doesn’t support segmenting guest shoppers; only registered customers can be assigned to segments. | ||
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## How many segments are supported? | ||
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We support up to 100 segments per **store**. The number of segments we support may increase due to the feedback we receive. | ||
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## What’s the difference between customer segments and customer groups? | ||
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Customer groups allow you to group shoppers based on more permanent characteristics, like tax zones or shopper consent to collect GDPR-compliant data. A registered customer can only belong to one group at a time. | ||
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Customer segments provide greater flexibility. They leverage both the permanent and transient characteristics of a shopper to drive highly personalized shopping experiences. A [shopper profile](/docs/store-operations/customer-segmentation/definitions-and-relationships#shopper-profile) can belong to multiple segments. | ||
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## Resources | ||
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### Articles | ||
* [Customer Segmentation API Overview](/docs/store-operations/customer-segmentation) | ||
* [Customer Segmentation API Guide](/docs/store-operations/customer-segmentation/user-guide) | ||
* [Definitions and Logical Relationships](/docs/store-operations/customer-segmentation/definitions-and-relationships) | ||
* [Promotions API](/docs/store-operations/customer-segmentation/promotions-api) | ||
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### Endpoints | ||
* [Customer Segmentation V3 API Reference](/docs/rest-management/customer-segmentation) |
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# Customer Segmentation API Overview | ||
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<Callout> | ||
* Create manual segments with the API - leverage externally-defined customer segments using third-party tools and quickly transfer this data into and out of BigCommerce. | ||
* Add a shopper to multiple segments - shoppers, or registered customers, can belong to up to 100 segments, meaning you can target a registered customer with multiple promotional experiences. | ||
* Use segments with the Promotions API - apply a promotion to target multiple segments of shoppers, and exclude shoppers within a segment from receiving this promotion. | ||
</Callout> | ||
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## Introduction | ||
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A **customer segment** is a collection of shoppers that share specific characteristics. Segmentation defines groups of shoppers that a merchant wants to target with a [Promotion](/docs/store-operations/customer-segmentation/definitions-and-relationships#promotion), or dedicated value proposition. | ||
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As a BigCommerce merchant, agency, and/or tech partner needing to improve a merchant store’s personalization strategy, the Customer Segmentation API enables the creation of externally defined segments that you can target within a promotion. | ||
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Manual segments created with the Segmentation API will be visible within the Promotions Advanced Editor Control Panel UI Targeting section. | ||
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![Promotion targeting segment.png](https://storage.googleapis.com/bigcommerce-production-dev-center/images/Customer_Segmentation/Beta%20Docs%20Phasea1/Edit%20Promotions.png) | ||
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For participants using the Promotions API, manual segments created with the Segmentation API will also be available to be targeted within the Promotions API. | ||
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<Callout type="info"> | ||
#### Exclusive enterprise feature | ||
The Customer Segmentation API is available to enterprise customers. If you would like to become an enterprise customer, please contact your BigCommerce Customer Service Manager or our support team. | ||
</Callout> | ||
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## Segments and shopper profiles | ||
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This API introduces two new objects that are both high-level entities with a many-to-many relationship: [segments](/docs/store-operations/customer-segmentation/definitions-and-relationships#segment) and [shopper profiles](/docs/store-operations/customer-segmentation/definitions-and-relationships#shopper-profile). | ||
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![Screen Shot 2021-08-06 at 3.50.00 pm.png](https://storage.googleapis.com/bigcommerce-production-dev-center/images/Customer_Segmentation/Beta%20Docs%20Phasea1/AquoYWAIt6g.png) | ||
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## Resources | ||
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### Articles | ||
* [Customer Segmentation API Guide](/docs/store-operations/customer-segmentation/user-guide) | ||
* [Definitions and Logical Relationships](/docs/store-operations/customer-segmentation/definitions-and-relationships) | ||
* [Promotions API](/docs/store-operations/customer-segmentation/promotions-api) | ||
* [Promotions Advanced Editor](https://support.bigcommerce.com/s/article/Advanced-Promotions#creating) (Support Center) | ||
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### Endpoints | ||
* [Customer Segmentation V3 API Reference Overview](/docs/rest-management/customer-segmentation/segments) |
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# Promotions API | ||
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<Callout type="info"> | ||
#### Exclusive enterprise feature | ||
The Customer Segmentation API is available to enterprise customers. If you would like to become an enterprise customer, please contact your BigCommerce Customer Service Manager or our support team. | ||
</Callout> | ||
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The [Promotions API](/docs/store-operations/promotions) lets you create exponentially more promotions and granular targeting rules than what you can do in the store control panel UI alone. | ||
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Learn more about [targeting a segment with a promotion](/docs/store-operations/customer-segmentation/user-guide#targeting-a-segment-with-a-promotion). | ||
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## Resources | ||
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### Articles | ||
* [Customer Segmentation API Guide](/docs/store-operations/customer-segmentation/user-guide) | ||
* [Customer Segmentation API Overview](/docs/store-operations/customer-segmentation) | ||
* [Definitions and Logical Relationships](/docs/store-operations/customer-segmentation/definitions-and-relationships) | ||
* [Promotions Advanced Editor](https://support.bigcommerce.com/s/article/Advanced-Promotions#creating) (Support Center) | ||
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### Customer Segmentation reference | ||
* [Customer Segmentation V3 API Reference Overview](/docs/rest-management/customer-segmentation/segments) | ||
* [Create segments](/docs/rest-management/customer-segmentation/segments#create-segments) | ||
* [Create shopper profiles](/docs/rest-management/customer-segmentation/shopper-profiles#create-shopper-profiles) | ||
* [Add shopper profiles to a segment](/docs/rest-management/customer-segmentation/shopper-profiles-for-a-segment#add-shopper-profiles-to-a-segment) | ||
* [Update Segments](/docs/rest-management/customer-segmentation/segments#update-segments) | ||
* [Remove shopper profiles from a segment](/docs/rest-management/customer-segmentation/shopper-profiles-for-a-segment#remove-shopper-profiles-from-a-segment) | ||
* [Delete segments](/docs/rest-management/customer-segmentation/segments#delete-segments) | ||
* [Get all shopper profiles in a segment](/docs/rest-management/customer-segmentation/shopper-profiles-for-a-segment#get-all-shopper-profiles-in-a-segment) | ||
* [Get all segments for a shopper profile](/docs/rest-management/customer-segmentation/segments-for-a-shopper-profile#get-all-segments-for-a-shopper-profile) | ||
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### Customers reference | ||
* [Create customers](/docs/rest-management/customers#create-customers) | ||
* [Get customers](/docs/rest-management/customers#get-all-customer) |
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