Smart Groups

CS-Cart Smart Group — Intelligent Customer Segmentation Engine

Increase engagement and maximize revenue with Smart Group by Ecartify — an intelligent customer segmentation engine that automatically sorts every customer into Order, Search, Activity, Risk, and Geo smart groups based on real shopper behavior. The addon continuously analyzes order history, search queries, storefront activity, refunds, disputes, and location — assigning live Health Scores and Risk Scores to every customer, and keeping segments fresh through an automated cron pipeline.

Powered by rule-based scoring and an optional OpenAI connection, Smart Group turns raw customer data into clear, actionable segments — and even writes plain-English recommendations on exactly what to do with each customer next.

Core Segmentation Technologies

• Automated Pipeline Engine: A five-stage pipeline — Health Snapshot, Risk Metrics, Evaluate Groups, Assign Groups, Evaluate Tags — recomputes every customer's status on a schedule via secured cron.
• AI Recommendations by ChatGPT (GPT-4o): Connect an OpenAI API key to unlock a one-click "Get AI Take" — a plain-English suggestion based on health, risk, groups, and recent search behavior.
• Rule-Based Auto-Assignment: Priority-ordered rules automatically assign and remove customers from groups and tags as their behavior changes — no manual review required.
• Configurable Data Logging: Search, visit, and action logs are tracked with independently configurable retention windows, purged automatically during cron cleanup.

What Gets Segmented

• Order Groups: Segment customers by order history, spend, and purchase frequency — identify VIPs and high-value shoppers automatically.
• Search Groups: Group customers by search interest and query patterns — surface intent even before a purchase happens.
• Activity Groups: Track visits, engagement, and recency — distinguish active shoppers from dormant accounts.
• Risk Groups: Flag customers by refund rate, disputes, and chargebacks — protect your store proactively.
• Geo Groups: Segment by customer location for region-specific targeting and promotions.

Smart Segmentation Capabilities

• Behavior-Based Health & Risk Scoring: Live scores computed from orders, spend, visits, refunds, disputes, and chargebacks.
• Smart Tags With Auto-Assign Rules: Priority-based tags that automatically apply when a customer matches the criteria.
• On-Group-Join Actions: Automatically fire an email, coupon, or webhook the moment a customer newly qualifies for a tag.
• CS-Cart Usergroup Sync: Map any Smart Group to a native CS-Cart usergroup, syncing on assignment, removal, or both.
• Built-In Pipeline Tester: Test segmentation on a single customer or a batch before trusting the automated cron.
• Customer Insights Dashboard: A single sortable table across your entire customer base showing health, orders, spend, risk, groups, and tags.

Sync & Management Tools

• Secured Cron Pipeline: Configurable batch size and a private secret key keep re-segmentation running automatically without server timeouts.
• One-Click Sample Data: Instantly create 2 usergroups, 6 sample groups, 3 smart tags, and 2 usergroup mappings to see the addon working immediately.
• Fully Reversible Sample Data: Remove Sample Data deletes exactly what was created and nothing else — safe to try, safe to undo.
• Independent Retention Controls: Set separate retention windows for search logs, visit logs, and action logs.
• Per-Customer Dashboards: View full health, risk, group memberships, and recent search history for any individual customer.

View the documentation here: ECartify: Smart Group