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Guide - Customer Segmentation Managed Service


This guide describes how the shop manager can enable a customer segmentation managed service in a sales channel.


Using a Customer Segmentation Managed Service

Enable a Customer Segmentation Service

  1. Log in at Operations and open the details of the sales organization.

  2. Go to the Services tab and open the Customer Segmentation Services group.

  3. If the segmentation service that you want to use is disabled, mark the corresponding checkbox and click Enable.

Create a New Customer Segmentation Service Configuration

A new customer segmentation service configuration has to be created for the service to be available in the sales channel. The configuration can either be created at the organization level and shared to the sales channel, or it can be created directly in the sales channel.

  1. Select Services from the navigation menu in the organization or the sales channel, depending on where you want to create the service configuration.
  2. Click New to start the service configuration creation wizard.

  3. Select the customer segmentation service that you want to use.

  4. Enter the data according to your needs.

    NameThe service's display name
    IDThe sevice's ID, must be unique
    DescriptionA short description of the service
    ActiveMark the checkbox if you want to use the service in the current context.
    AvailableMark the checkbox if you want to make the service available system-wide.
  5. Click Next.
  6. Fill in any configuration values that may be needed. The standard customer segmentation service does not have additional configuration.

  7. Click Next.
  8. Select Shared and active or Shared and mandatory so that the service is available in the sales channels (if the configuration is created at organization level) and applications.

  9. Click Finish.
    The new service configuration is created and displayed in the list view.
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