Managing Catalog Views for Customer Segments

Catalog views allow for controlling the visibility of product catalog content on a customer-segment-specific level, see Catalog Views.

Creating New Catalog Views for Customer Segments

To create a new catalog view for a customer segment:
  1. Select the channel from the context selection box, then select Customers | Customer Segments.
    A list of all custom customer segments is displayed.
    Note:
    Implicit customer segments are not shown here.
  2. Click the name or ID of the customer segment.
    This displays the Customer Segment detail view.
  3. Change to the Catalog Views tab.
    This tab lists the catalog views that are assigned to the customer segment.
  4. Click New.
    This opens the New Catalog View dialog.
  5. Specify name and description for the catalog view.
  6. Select or deselect the Online checkbox to set the catalog view online or offline, respectively.
  7. Select the publication mode (manual or automatic interval).
    For details, see Publishing Catalog View.
  8. Change to the Catalogs tab to include catalogs.
    For details, see Including Catalogs into Catalog Views.
  9. Change to the Exceptions tab to exclude categories.
    For details, see Excluding Categories or Products from Catalog Views.
  10. Change to the Target Group tab to assign customers or customer segments to the catalog view.
    By default, the new catalog view is made available to the current customer segment. For details, see Assigning Catalog Views to Customers. To return to the Catalog Views tab of the Customer Segment detail view, click Back to List.

Assigning Catalog Views to Customer Segments

To assign an existing catalog view to a customer segment:
  1. Select the channel from the context selection box, then select Customers | Customer Segments.
    A list of all custom customer segments is displayed.
    Note:
    Implicit customer segments are not shown here.
  2. Click the name or ID of the customer segment.
    This displays the Customer Segment detail view.
  3. Change to the Catalog Views tab.
    This tab lists the catalog views that are assigned to the customer segment.
  4. Click Assign.
    This displays the available catalog views.
  5. Select the intended catalog view and click OK.
    The selected catalog view is assigned to the customer segment. You are returned to the Catalog Views tab, which displays the updated catalog view list.

Unassigning Catalog Views From Customer Segments

To unassign a catalog view from a customer segment:
  1. Select the channel from the context selection box, then select Customers | Customer Segments.
    A list of all custom customer segments is displayed.
    Note:
    Implicit customer segments are not shown here.
  2. Click the name or ID of the customer segment.
    This displays the Customer Segment detail view.
  3. Change to the Catalog Views tab.
    This tab lists the catalog views that are assigned to the customer segment.
  4. Select the assignments that you want to remove.
    Select the checkboxes for the catalog views that you want to unassign from the customer segment.
  5. Click Unassign, then OK to confirm the operation.
    The selected catalog views are unassigned from the customer segment.