Segmentation Integration Guide
About this guide
Goal of this guide is to explain how you can use the retail.red Segmentation API to synchronize segments from any other external system over to retail.red. So that in the end you have the same segments available in retail.red as in your other system, and can use these segments to send notifications, configure promotions etc.
- You have read the support article about segments
- You have the swagger file of the segmentation service available to check
- You have the swagger file of the customer service available to check
retail.red supports two different types of segments: Dynamic segments & fixed segments. This guide will only cover fixed segments, which allows you to manage a fixed list of members for a segment. If you want to use dynamic segments in your integration please refer to our Swagger specification and contact our support if you have additional questions.
Creating a segment
You can create a new segment either in the retail.red Admin or via API. If you just want to synchronize one or two specific segments, it might be sufficient to create the Segments manually in the retail.red Admin, and then just keep the members in sync via API. But if you are planning to automatically create new segments at retail.red when they are created in the external system, the creation of a new segment should get automized.
To create a new segment via the API you can use the route:
As “type” you should choose “fixed”, since only for fixed segments you are able to manage the individual members of the segment.
You could already pass the members when the segment is created, but for this guide we go with the alternative of adding the members afterwards.
Adding & removing members to a segment
In order to add a new member to a segment, you need to know the ID of the customer at retail.red. If you do not know this ID, you can retrieve it via the retail.red Customer Service. Call the customer service with the route:
to get a list of the customers, which includes the ID of the customer. You can use the filter parameter to only get specific customers returned. For example you can filter by emailAddress to find the specific customer you want via the email address.
Please be aware that if you allow guest users in your shop, multiple users can have the same email address. You can also filter out guest users via the filter parameter.
Here an example of a filter for a specific user via email, excluding guest users:
Once you know the ID of the customer, you can add the customer as a member to a segment via:
As “ID“ you have to pass the customer ID that we just found out via the customer service, and as “type“ use “customer”.
Of course you can also add multiple members with a single request using this route.
For deleting members from a segment use the route:
For deleting you also need to pass the customer ID and type “customer”.