Creating static customer segments

A Static customer segment contains customers you select manually. Use it for a named group, such as guests invited to a plant care workshop, when you want to control exactly who belongs to it.

For the segment list and a comparison of types, see Managing customer segments. For rule-based membership, see Creating dynamic customer segments.

Before you start

You need access to customer segments and a plan that includes the feature. Customers must already exist in this store before you can select them. Decide the group's purpose and check whether existing automations react to members being added or removed.

This guide uses an unsaved Plant care workshop guests form in Bloom & Co. No segment was created, no customer was selected or changed, and no automation was run for these screenshots.

Open the static creation form

1. Open Customers > Customer segments.
2. Click Create segment.
3. Select Static and click Continue.

The Learn more about creating static segments banner on the form opens this guide. Select an image to enlarge it.

Name the group and review its status

Enter Segment name, such as Plant care workshop guests. Use a name that explains the audience so other staff can recognize it later.

New forms initially select Active. Choose Draft while preparing the group and review its intended use before saving. Segment status does not change the selected customers' own account status or marketing opt-in values.

The example searches for Documentation sample to show the customer picker without exposing customer rows. No selection or completed save is shown. Replace that search with the customers you actually want to include.

Select the intended customers

1. In Customers, search by the available customer details or apply filters.
2. Select each intended customer's row checkbox.
3. Move through the list pages as needed. Your selections can span multiple pages.
4. Review the selected count before saving. The header checkbox selects or clears the displayed page's rows; it is not a request to select every matching customer across all pages.
5. Clear unintended selections, including any on other list pages.

Search and filters help you find records. They do not become automatic membership rules for a Static segment. If you need the group to follow changing criteria, use a Dynamic segment instead.

Save and verify the group

1. Review the name, status, and full selection.
2. Click Add to create the segment.
3. Resolve any validation, permission, or plan error.
4. Open the saved segment and check its type, status, member count, and member list.

The screenshots stop before Add. They do not demonstrate successful creation or saved membership. Verify the actual saved group before selecting it in another workflow.

Edit membership later

Open the saved segment, choose its Edit action, and review the selected customers. Select or deselect records as needed, then use Save.

The submitted selection replaces the Static segment's member set. Review the whole selection, including customers outside the current search or list page, rather than treating Save as an instruction to append only the visible rows. The editor loads the existing membership before you make changes; let that loading finish first.

Static membership is maintained manually. A customer's later order or address change does not automatically turn that customer into a new manual selection. Removing membership leaves the customer account in the store.

Use the saved segment

Choose the group in a supported segment selector, such as broadcast audience selection or eligible discount conditions. Review the consuming feature's own setup, status, and recorded consent requirements.

Existing automations can react to customers entering or leaving a segment. Review those workflows before changing membership. Creating this group does not configure a broadcast or grant marketing consent.

When a group is no longer needed, review its references before using the segment's delete action. Deleting the group and deleting its customer accounts are separate operations.

Troubleshooting