Viewing Using Customer Segments in Shopify (Step-by-Step SOP) Customer Segments help you group customers based on behaviour, purchase history, or marketing…
Operator's note
Most shopifyarticles you find online are written for a US merchant on Stripe. This one is written for an Indian D2C team — where COD still drives 50–70% of orders, UPI Intent settles in seconds, RTO eats margin in Tier 2/3 lanes, and Diwali pulls a quarter's revenue into a two-week window. If a step below references a payment gateway choice, the answer isn't universal: we pick by vendor response rate, not affiliation. Razorpay, PhonePe, Easebuzz and Cashfree Payments are listed alphabetically in our docs because the right one depends on your AOV, your COD ratio, and how fast the gateway's support team replies on a Sunday at 11pm.
Customer Segments help you group customers based on behaviour, purchase history, or marketing preferences. This is useful for targeted marketing, offers, and automation.
Log in to Shopify Admin
Click Customers from the left sidebar
Under Customers, click Segments
On the Segments page, each row represents a customer segment. You will see:
Name – Segment title (example: Email Subscribers)
% of customers – Percentage of your total customers in this segment
Last activity – When the segment was last updated
Created by – Shopify (default) or your team
Three dots (⋮) – Additional actions for that segment
Use the Search segments bar at the top
Type a keyword from the segment name (example: email)
Matching segments will be displayed
Click on the segment name
You will see the list of customers included in that segment
From here, you can:
Click a customer name to view:
Order history
Contact details
Addresses
Customer tags
Click Back to return to the segment list
On the Segments page, click the arrow next to “Last activity”
Choose sorting order:
Newest first
Oldest first
Click Use segment to take action on the selected group. You can:
Send emails to this segment (using Shopify Email or other email tools)
Export customer data as a CSV file
Apply exclusive discounts for this segment
Run automations or workflows (using Shopify Flow or third-party apps)
Use segments for festive offers and repeat customers
Do not send marketing messages without proper consent
Regularly review segments to keep data updated
Test campaigns on small segments before full rollout
Common follow-ups
WhatsApp the support team at the link below. We reply within the hour during business hours (Mon–Fri 09:00–18:00 IST). If it's a payment-gateway or shipping issue mid-order, flag it as urgent and we move it to the top of the queue — a stuck checkout is a revenue leak, not a support ticket.
Generic Shopify docs are excellent for the global merchant. Indian ecommerce runs on different rails — UPI, COD, Shiprocket, GST invoicing, RTO mitigation by pincode — and most of that isn't in the official help centre. Our Knowledge Base is the SOP layer we wrote for our own ops team running 200+ stores; the shopify section is the part of that catalogue most relevant when you're working on what this article covers.
When the underlying tool changes — a Shopify checkout extension schema update, a payment-gateway API revision, a Shiprocket dashboard redesign, a COD app deprecation — the article changes that week, not the next quarter. If you spot something that no longer matches your screen, message us; the article gets re-recorded against the live admin within a day or two.
Visakhapatnam, Andhra Pradesh 530003, India
Mon–Fri 09:00–18:00 IST
© 2019–2026 Growww Tech (formerly Growww Digital). All rights reserved.
