Create Customer Segments Using Custom Fields With AiTrillion

Create a Segment using Custom field

Watch a quick video on Customer segment using Custom field


Introduction

Segments in Custom Field allow you to categorize and manage your customers more effectively by creating personalized groups based on specific criteria. By leveraging segmentation, you can tailor your marketing strategies, communication, and offers to meet the unique needs and preferences of different customer groups.

Here are the steps to create segments using custom field -:

Step 1: Create Custom field according to your requirements


Notes
Note: To create custom field check this article - Click here



Step 2: Now go to Customers >> All customers >> Click on Add filter >> Select the filter as per your need

For example: We are using Hobby




Step 3: Click on Apply filter and click on Save segment

Notes
Note : To create segment you can check the article - Click here


Now you can use the saved segment as per your need with -:

1.) Workflow



2.) Email campaign


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