Create a Customer Segment for Targeted Marketing | AiTrillion

Create a Customer segment

Watch a quick video on Customer segment



Introduction:

Customer segmentation allows you to group contacts based on specific criteria such as purchase behavior, subscription status, location, engagement, and more. Creating a customer segment helps you target the right audience with personalized campaigns, improve marketing performance, and make data-driven decisions. In this article, you’ll learn how to create a customer segment step by step to better organize and manage your customer database.


Here are the steps to create a customer segment:




Step 2: Click on Create segment >> Add filter



Choose one or more filters to create a filtered list of customers. For example, I am choosing Order count filter.




Step 3: Click on Apply filter





Step 4: Click on the Save segment button.





Step 5: Now, give a Name to the segment with a description (Optional) and click on Create segment.




Now, you can use a segment in a Email campaign


Important Notes:

  1. You can apply multiple filters to create highly targeted customer segments.
  2. Filters can be combined using logical conditions (AND (Match with All filter) /OR (Match with Any filter)) to refine your results.
  3. Review the total customer count before saving the segment to ensure it matches your expectations.
  4. Segment updates dynamically — if customer data changes and matches the filter conditions, they will automatically be added to the segment.


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