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            Create a Customer Group for Near Real-Time Segmentation

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            1. Salesforce Help
            2. Docs
            3. B2C Commerce for Merchandisers and Administrators

            Create a Customer Group for Near Real-Time Segmentation

            After you configure the near real-time segmentation feature, create a customer group in B2C Commerce for each Data 360 segment you want to use.

            Required Editions

            Available in: B2C Commerce

            For near real-time segmentation to work, create a customer group in B2C Commerce and associate it with your Data 360 segment. Create one customer group for each segment, for each site where you want to use the segment.

            1. In Business Manager, click App Launcher App Launcher, and then select Merchant Tools | Customers | Customer Groups.
            2. Click New.
            3. Specify an ID for the customer group, and select Dynamic as the Type.
            4. Click Save.
            5. On the customer group detail page, to configure the membership rule, click Select Attribute.
            6. Select customer.cdpData.segments.
            7. Click Select Operator, and select is equal.
            8. Click Select Value, copy and paste the segment name from Data 360, and click Add.

              The segment name is case-sensitive. Copy the exact segment name from Data 360 to make sure it matches.

            9. Click Save.

            The customer group is now associated with the Data 360 segment. Shoppers who belong to the segment in Data 360 are automatically included in this customer group. Use this customer group to target promotions, campaigns, and other personalized experiences.

             
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            Salesforce Help | Article