Smart Customer Personalization Guide

Attach email sequences and conversion funnels directly to live Shopify customer segments to personalize post-purchase offers, cart recovery, and automated retention campaigns.

Overview: Customer Personalization Workspace

Navigate to Cartwheel Admin → Personalization (/app/personalization).

Shopify natively owns customer segment definitions. Cartwheel connects your live Shopify customer cohorts to automated retention sequences, cart recovery flows, and post-purchase funnels, ensuring every shopper receives relevant messages and tailored upsell offers.

1. Personalization Overview Metrics

The top metrics cards summarize your store's personalization footprint:

• Segmented flows: Total number of email sequences and conversion funnels actively attached to one or more Shopify customer segments.
• Customer profiles: Total shoppers with tracked purchase histories, contact records, and profile data indexed in Cartwheel.

2. Managing Customer Segments & Attached Flows

The Customer Segments table lists all cohorts synchronized live from your Shopify store:

Available Actions Menu Options

Click the three-dots icon (···) on any customer segment row to open the quick actions popup:

1. Attach sequence: Opens the Retention Sequence Builder with this segment pre-selected in the audience trigger rules.
2. Attach funnel: Opens the Conversion Funnel Builder with this segment pre-selected in the target funnel settings.
3. Edit [Flow Name]: If a sequence or funnel is already attached, direct shortcut links appear in this menu to jump straight into editing that flow.

Creating & Managing Segments in Shopify Admin

Because Shopify natively manages customer definitions, all new cohorts are created in Shopify Admin and automatically synchronized to Cartwheel:

Step 1: Open Shopify Segments from Cartwheel

In the top right header of the Customer Segments card, click Manage in Shopify:

Step 2: Click Create Segment in Shopify Admin

Shopify Admin opens the Customers → Segments dashboard in a new tab. In the top right header, click Create segment:

Step 3: Define Filter Criteria in the Query Builder

In the New segment editor:

1. Query Builder: Enter filter criteria using Shopify's query language or use the natural language prompt box ("Describe your segment"). Examples:
   • email_subscription_status = 'SUBSCRIBED'
   • number_of_orders > 1
   • customer_tags CONTAINS 'VIP'
2. Preview Customers: Click Apply to preview matching customers in the live results table below.
3. Save Segment: Click Save segment, enter a recognizable name (e.g. VIP Repeat Buyers or Active Subscribers), and click Save.

Step 4: Access Your Synced Segment in Cartwheel

Switch back to Cartwheel Admin → Personalization. Your new segment is immediately listed in the Customer Segments table. Click the three-dots menu (···) on the new row and select Attach sequence or Attach funnel to start automating personalized shopping journeys!

Step-by-Step: Attaching a Flow to a Customer Segment

Follow these steps to link an automated flow to a specific customer cohort:

1. In Cartwheel Admin → Personalization, find your target segment in the Customer Segments table (e.g. Customers who have purchased more than once).
2. Click the three-dots Actions menu on the right and select Attach sequence or Attach funnel.
3. In the flow builder:
   • Configure your offer triggers, email steps, or upsell recommendations.
   • Under Audience & Targeting, verify that the selected segment is active.
4. Set the flow status to Active and click Save.
5. Return to Personalization; the flow immediately appears in the Attached flows column for that segment.

Related Guides

• Conversion Funnels Guide — configuring segment-targeted multi-step post-purchase funnels
• Retention Sequences Overview — building lifecycle and winback email flows
• Cart Recovery Guide — recovering abandoned checkouts with segmented follow-ups
• Analytics Dashboard Guide — tracking revenue attribution and flow conversion rates