Segments are extremely useful for breaking down your Contact List into subsections of customers and prospects so that you can better target those who are most likely to convert, create compelling Campaigns for likely-to-churn contacts, and re-engage Churned Customers. To learn more about Segments, click here.
There are many ways to segment customers and we will explore all of them in this document.
What you’ll find in this document:
Creating a New Segment
The first step is to click on the Lists tab at the top of your Rare platform screen to open up the Lists & Segments page.
Once there, click the NEW LIST/SEGMENT button.
This button will trigger a popup where you can choose between creating a new List or a new Segment. Select “NEW SEGMENT”.
Clicking the New Segment button will bring you to the ‘create’ page where you can name and choose the conditions for your Segment.
To create a Segment, you first have to choose the conditions your contacts need to meet in order to be included in it. These are things that they have in common according to which they can be grouped. You can specify just one condition or multiple conditions, depending on how specific you want your Segment to be.
Once you’ve finished setting your conditions you can select “UPDATE COUNT” to see how many contacts will be sorted into the new segment before you save it.
Types of Segmentation
As mentioned above, segmentation is based on conditions that contacts must meet in order to be grouped into ‘like’ categories. Take a look at this list of conditions you can create segments on:
Cancelled order count
Purchased products names
Purchased products vendors
Refunded order count
Total order count
Zip or Postal code
To learn more about advanced segmentation techniques click below!