A promotion for a customer cluster is a promotion that is only valid for a group of customers previously determined in the Master Data module. This promotion will only apply to selected customers who are logged into the website, and it will only be displayed in the shopping cart.

Configuring customer clusters allows you to create a variety of promotions tailored to segmented audiences.

Before creating a promotion, you must define the property that determines whether a customer is part of the cluster. To do this, you can use fields that already exist in the customer profile (for example, email) or create a customer cluster in the Master Data module.

After configuring the property, follow the instructions below.

1. In the VTEX Admin, go to Promotions > Promotions, or type Promotions in the search bar at the top of the page.
2. Search for the promotion you would like to configure (or create a new promotion).
3. Go to the section What are the conditions for the promotion to be valid?
4. Check the box next to Customer cluster.
5. Select the criteria you would like to configure:
   • All of the following conditions: the customer must meet all of the requirements to be included in the promotion.
   • At least one of the following conditions: if the customer meets any of the listed criteria, they will be included in the promotion.
6. Fill in the field with the cluster you would like to link to the promotion. See below for more information on how to fill in this field. You can add more than one cluster by clicking on the + button.
7. Click on Save.

You can enter a maximum of 50 clusters in the Customer cluster option.

There are two possible criteria for selecting a cluster for the promotion, and, therefore, two options for completing the Customer cluster field:

• with an equality function: {propertyname}={value}
• with a contains function: {propertyname} contains {value}

Note that, in both options, {propertyname} must be replaced with the name of the field in the data entity, and {value} must be replaced with the value determined in the Master Data.

The expression {propertyname}={"value"} must be used when the information contained in the customer profile for the given property must be exactly equal to the value entered in the expression.

In the configuration below, for example, only employee entries with the value true (used in a Boolean field, where values are always true or false) will receive the promotion.

You could also configure employee=false, where only employee entries with the value false in the field would receive the promotion.

Given a field of type Varchar, we could configure employee="yes" so that only customers with the value "yes" in the field receive the promotion.

For fields of type Varchar, the value entered in the Customer cluster section of the promotion is case-sensitive. This means that if you fill in the option Customer cluster in a way that differs from the one determined for the field in the Master Data, the promotion will not be applied.

Therefore, considering the above example of a field of type Varchar with the values "yes" and "no", the entry in the promotion must be employee="yes". When entering, for example, employee="Yes" in the promotion, the customer cluster will not receive the promotion.

The expression {propertyname} contains {"value"} must be used when the information in the customer profile for the given property must contain the value entered in the expression.

For example, if you want to create a cluster with only customers whose emails contain @test.com, the configuration will follow the example below.

In this case, email contains test.com will be true, for example, when the value is john@test.com, and false when the value is john@test.org.