Create Customer Segments

Check out our video on; What are customer segments and why are they needed? 👇

How to create a new segment?

Segmenting customers based on age group, gender, or location, businesses can tailor their marketing messages and offerings to better suit the preferences and needs of each group

This enables more targeted and effective marketing campaigns, resulting in improved customer engagement and satisfaction

To form a new segment with specific data,

• Click on the "Add Filter" button

• When you click on "Add Filter," you'll encounter a dropdown menu containing all available customer attributes. This allows you to select the attribute you wish to filter by

• Here, you can refine the data according to your preferences.

• For instance, if you aim to create a segment of customers based on their gender, select the "Gender" customer attribute;

• Next, adjust the conditions to include customers who have provided their gender information. For example, you can select the condition "Is Set," which will display all customers with available gender data.

• Alternatively, you can select a specific gender by choosing the condition "Equals" and then selecting the desired gender value from the dropdown menu. For instance, if you set the value as "Male," all contacts with the gender attribute set to "Male" will be displayed

• To create a new segment, click on "Create Segment."

• A pop-up dialog will appear where you can enter the segment name and optionally add a description.

• Then, click on the "Create Segment" button to finalize

"New product: Men" segment successfully created, containing only contacts identified as male gender.

View Customer Fields

To view multiple fields for customers,

• Click on the gear icon,

• then select the customer fields you want to view, e.g. gender and email.

• Click on the "Set Fields" button, and the selected fields will be displayed on screen with corresponding values for the customers.

• If values exist for the selected fields, they will be displayed; otherwise, the field will appear blank.

Add Multiple Filters

To add multiple filters,

• Click on the "Add Filter" button and enter your filter data

• After adding the first filter, you'll have the option to add another one below it.

• You can continue adding multiple filters by clicking on the "Add Filter" button again as needed, allowing for customization based on your specific requirements.

Export Customer Details

• To export customer details, simply click on the "Export" button.

• You can export data for any segments or selected fields.

Note: only the owner has access to export data