Create Customer Segments for Email Campaigns | Target Smarter with AiTrillion

Create a Customer Segment for email campaign

Introduction

Creating customer segments for email campaigns in AiTrillion allows you to target the right audience with relevant and personalized messages. By segmenting customers based on behavior, preferences, or purchase history, you can improve engagement, increase conversions, and reduce unsubscribes. This article explains how to create customer segments and use them effectively for your email marketing campaigns.

Here is a short video for better understanding.




Here are the steps to follow:

Step 1: Go to Customers >> All Customers



Step 2: Click the Create segment button in the top-right corner.




Step 3: Click on Add filter button and select the filter you would like to choose. 




Step 4: Once you select the condition For e.g. Order count greater than 2, click on the Apply filter button. 



Step 5: If you want to add more filters, click on the Add filter button, or you can click on the Save segment button.



Note: If you apply two conditions and want to use an AND or OR rule, use the options below:
  1. That matches all filters – This applies the AND condition.
  2. That matches any filters - This applies OR condition.




Step 6: Once you click on the Save segment button, you will get the following options:
1. Segment name - Give a name to the segment
2. Description - Write the purpose/definition of the filter

Once you enter all the details. You can click on the Create segment button.




Now, the segment has been created. You can check the segment by visiting - Customers >> Segment. You can also choose the segment to be included or excluded in email campaign.




Important Notes:

  1. Customer segments are dynamic, meaning customers will automatically enter or exit a segment when they meet or no longer meet the selected conditions.
  2. Multiple filters can be combined to create highly targeted segments.
  3. After adding or modifying filters, always click Apply filter to update the results.
  4. Segment size may change over time as customer data updates.
  5. Avoid using overly complex filters unless necessary, as this can reduce audience size significantly.
  6. Saved segments are available under Customers → Segment.
  7. If a segment is deleted, it will no longer be available for future campaigns.

Next⏭️



    • Related Articles

    • Create a segment for emails not opened

      Introduction In the realm of email marketing, the ability to segment your audience effectively can make or break your campaign's success. One crucial segment to consider is the group of recipients who have not opened your emails. This segment, often ...

    • 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 ...

    • Create a campaign using an HTML editor

      Introduction The HTML editor allows you to create fully custom email campaigns with complete control over design and layout. It’s ideal for users who want to use their own HTML code, import existing templates, or apply advanced styling beyond the ...

    • Create & send email marketing campaigns

      Watch a quick video on Email marketing Introduction Creating and sending email marketing campaigns in AiTrillion helps you engage customers, promote products, and drive conversions effectively. With powerful campaign tools, ready-to-use templates, ...

    • A/B test an email campaign

      Introduction In this article, we'll explore the fundamentals of A/B testing, uncover best practices, and showcase examples of how it can transform your decision-making process. Whether you're a seasoned marketer or just starting, it will help you ...