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


    • Related Articles

    • Create Custom Fields

      Introduction Custom fields are the additional fields you need in the platform and are used for mapping the CSV file headers you are importing. Here are the steps to create custom fields: Step 1: Go to Customers > Custom Fields Step 2. Click on the ...

    • Create review email using Custom HTML

      Introduction Creating a review reminder email using custom HTML in AiTrillion allows you to design personalized and visually appealing emails that encourage customers to leave reviews. This feature gives you the flexibility to tailor your emails to ...

    • Sync form builder and membership registration form additional field data into AiTrillion custom field.

      Introduction When managing customer data, having a streamlined process to collect and utilize additional information is key for personalized marketing and enhanced customer experiences. AiTrillion’s integration with FormBuilder and Membership ...

    • Custom fields in smart popups

      Introduction Custom fields in smart popups are a powerful way to personalize and enhance user interactions on your website. By tailoring your popups to collect specific information or display content based on user behavior and preferences, you can ...

    • Create Step form using Form builder

      Introduction In this article, we’ll show you how to create a step form using AiTrillion's Form Builder. Here are the steps to create a steps form using the form builder module Step 1: Go to Form builder >> Dashboard >> Create or edit the form Step 2: ...