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How to Target Specific Customer Segments Using Customer Tag Rules

Personalize product offers using Customer Tag Rules to target first-time buyers, returning customers, or tagged users.

Isaac Thomas avatar
Written by Isaac Thomas
Updated over a month ago

What Are Customer Tag Rules?

Customer Tag Rules let you customize which products appear in your widgets based on customer behavior or tags. This helps ensure that each customer sees the most relevant offers—boosting engagement and conversions.


Target First-Time Buyers

To show offers only to new customers (and hide them from returning ones), set up two rules in your widget's data source:

1. Exclude Returning Customers

  • Create a rule that hides all products for customers who have previously made a purchase.

  • Important: Toggle on "Exit if Matched". This prevents returning customers from moving on to the next rule and seeing offers meant for first-timers.

2. Show Offers to First-Time Buyers

  • Add a second rule that displays products (e.g., from AI Recommendations) to all other customers.

  • Because the first rule exits returning customers, only first-time buyers will reach this one.

💡 Tip: You can customize this second rule to show any product collection, not just AI Recommendations.



Target Customers with Specific Tags

You can also use Customer Tags to tailor offers more precisely:

Show Offers to Tagged Customers

  • Create a rule that checks for a specific customer tag (e.g., “VIP” or “Subscribed”).

  • Show a relevant product group or offer to customers with that tag.

Hide Offers from Tagged Customers

  • Reverse the logic to exclude customers with a specific tag from seeing certain offers.

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