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Magento is a robust ecommerce platform and it offers a powerful feature known as Dynamic Blocks, which allows you to display targeted content to different customer segments. This capability can significantly enhance the shopping experience, leading to higher conversion rates and customer satisfaction. 

NOTE:  This Customer segmentation functionality is only available in the Enterprise Version of Magento. so you will need to use the Enterprise version of Magento to access this functionality. this is not available in an open-source version.

In this blog, we’ll look into how to leverage Magento dynamic blocks using customer segments.

Understanding Magento Dynamic Blocks Using Customer Segments 

Dynamic Blocks are a feature in Magento that allows you to create content blocks that can be displayed conditionally based on specific criteria. These blocks can include promotional banners, custom messages, product recommendations, or any HTML content. 

By targeting these blocks to specific customer segments, you can ensure that each visitor sees content that is most relevant to them, increasing the chances of customer engagement and conversion.

Also Read: How to Add Custom Validation for Forgotten Passwords in Magento 2?

How to Set Up Customer Segments in Magento? 

Before creating Dynamic Blocks, let’s learn how to set up customer segments in Magento. 

Customer segments are groups of customers defined by specific attributes such as purchase history, demographic information, or browsing behavior. 

Here’s how to create customer segments in Magento:

Step 1: Access Customer Segments

• Navigate to the Magento Admin panel.
• Go to “Customers > Customer Segments”.

Step 2: Create a New Segment

• Click on ‘Add Segment”.
• Enter a “Segment Name and Description” for easy identification.

Step 3: Define Segment Conditions

• In the “Conditions” section, specify the criteria for the segment. For example, you might create a segment for customers who have purchased in the last 30 days.
• Use the condition tree to add rules. You can combine multiple conditions using AND/OR operators to fine-tune your segment.

Step 4: Save the Segment

• Click “Save and Apply” once you’ve defined the conditions. 

Recommended Read: Magento Website Development

Creating Dynamic Blocks in Magento

With your customer segments in place, you can now create Magento Dynamic Blocks to display targeted content. Follow these steps to create and configure a dynamic block:

Step 1: Access Dynamic Blocks

• In the Magento Admin panel, navigate to “Content > Elements > Dynamic Blocks”.

Step 2: Add a New Block

• Click “Add New Block.”
• Enter a “Block Title and Identifier” (which will be used to reference the block in layouts and widgets).

Step 3: Set Block Conditions

• In the “Dynamic Block Conditions” section, select the customer segment you created earlier. This ensures the block is only displayed to customers in that segment.

Step 4: Design the Block Content

• Use the WYSIWYG editor to create the content for your block. This includes promotional messages, discount offers, product recommendations, or any other relevant content.

Step 5: Configure Display Settings

• Specify where the block should be displayed. You can choose specific pages, categories, or positions within the page layout.
• Set the display schedule if you want the block to be active only during certain periods.

Step 6: Save the Block

• Click “Save” to finalize your Dynamic Block.

Assigning Dynamic Blocks to Pages (CMS- pages)

• Navigate to Content > Elements > Pages.
• Edit the page where you want to display the dynamic block.
• In the Content section, use the WYSIWYG editor or directly add the dynamic block using the widget:

• Click on Edit with Page Builder.
• Choose Dynamic Block from the widget type.
• Select the dynamic block you created for either logged-in or guest customers.

Example Use Case

Let’s walk through a practical example. You want to create a promotional banner for customers who have not purchased in the last 60 days, encouraging them to return with a special discount.

1. Create a Customer Segment:
   • Name: Inactive Customers
   • Condition: Customers who have not placed an order in the last 60 days.
2. Create a Dynamic Block:
   • Block Title: Come Back Offer
   • Identifier: comeback_offer
   • Conditions: Segment – Inactive Customers
   • Content: “We miss you! Here’s a 20% discount on your next purchase. Use the code COMEBACK20 at checkout.”
   • Display Settings: Show on the homepage and product pages.

This targeted approach ensures that only the relevant customers see the comeback offer, making the promotion more effective and personalized.

Monitoring and Adjusting

After setting up your Dynamic Blocks, it’s essential to monitor their performance. Use Magento’s built-in reporting tools to track the effectiveness of your blocks. 

Metrics such as click-through rates, conversion rates, and sales uplift can provide insights into how well your targeted content is performing. Based on this data, you can tweak the content, conditions, or segments to optimize your strategy further.

Set Your Magento Dynamic Blocks using Customer Segments with Klizer 

Dynamic Blocks in Magento using customer segments, provide a powerful way to deliver personalized content to your customers. By targeting specific groups with relevant promotions and information, you can enhance the shopping experience, encourage customer loyalty, and drive sales. 

Implementing this feature requires thoughtful planning and regular monitoring, but the potential benefits make it a worthwhile investment for any ecommerce business.

Reach out to Klizer if you’re looking for expert support to set your dynamic blocks in Magento using customer segments.