How Does PCV Work?
- Create unique customer groups
- Segment items based on set criteria or by manual selection
- Connect customer groups to item segments
- Manage whether customers can view items, view prices, make purchases, or all three
Setting Up Personalized Catalog Views
Enable the Feature
Map Your Personalized Catalog Views
Create Item Collections
If you choose the static option, select the “Add Multiple” button to open the pop up window where you will add items to this collection. When you’re finished, save the record. You can make additional item collections as needed.
Create Customer Groups
As an example, let’s creating a static group. On this page, you’ll enter the name for this customer group and designate the owner of the group. You can also restrict editing this group to just the owner if necessary. Then, add customers under the Members tab. You can add customers individually, in bulk using the “Add Multiple” button, or via a simple search that pulls all customers into the group who meet certain criteria. Note that adding customers to a static group via a simple search does not make the group members a dynamic list; if you want members to update automatically based on criteria, create a dynamic group and use a saved search. When you’re finished, save the page.
Define Item Segment Visibility
On this page, select the Add Item Segments button. You’ll find any item segments you created on the lefthand side of the pop up; move the desired ones to the right and select Add. Note that if you use commerce categories on your website, you’ll also have the option of creating a customer segment based on them.
Then, you’ll be able to map your customer groups and item segments together. You’ll have the option of displaying those items fully to the selected customer group, disabling the option to purchase the items directly, and also hiding the price of the items in addition to disabling the purchasing option. You can also add multiple customer groups to a single item segment as needed. When you’ve made the necessary selections, save the page.
