Setting Up Personalized Catalog Views

The first step in setting up Personalized Catalog Views is to determine how to divide your customers and items and which items you want to make accessible to which customers.

Consider the following questions:

Setting up PCV is much easier after you've answered these questions.

Note:

As of NetSuite 21.1, the menu navigation for Customer Segments Manager has changed from Setup > Marketing to Commerce > Marketing. See Commerce Tab.

Watch the following help video for information about setting up PCV.

Personalized Catalog Views Setup Checklist

To set up Personalized Catalog Views, follow these steps:

  1. Identify the customer and item segments you need for your web store.

  2. Create customer segments. For details, see Defining Customer Segments.

  3. Create item segments. For details, see Defining Item Segments.

  4. Enable the Personalized Catalog Views feature. For details, see Enabling Personalized Catalog Views

  5. Ensure PCV users have the correct permissions. For details, see Personalized Catalog Views Roles and Permissions

  6. Define which item segments are visible and purchasable. For details, see Managing which Customer Segments can Access Item Segments.

    • Define which item segments are visible to which customer segments

    • Define which customer segments can purchase which item segments.

    • Decide if all users can view or buy items not included in any item segments that are mapped to customer segments

  7. Verify that the correct items are displayed to the correct customers. For details, see Verifying Personalized Catalog Views

Related Topics

General Notices