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 a custom field:

Step 1: Create a custom field according to your requirements


Notes
Note: To create a 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

Notes
For example, I am using an age filter.




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




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

1.) Workflow




2.) Email campaign




Important Notes

  • Make sure the custom field is created first before using it in segmentation.

  • The custom field must contain data, otherwise, the segment may return no results.

  • Always click Apply filter to preview the filtered customers before saving the segment.

  • After applying the filter, click Save segment to reuse it in campaigns or workflows.

  • Custom field–based segments are dynamic, meaning customers will automatically enter or exit the segment when their field values change.

  • Ensure the selected filter condition (equals, contains, greater than, etc.) matches the data type of the custom field.

  • Double-check the total customer count before using the segment in live campaigns.

  • Saved segments can be used in Workflows, Email Campaigns, SMS campaigns, and automation triggers.

  • If the segment is not appearing in campaigns, confirm that it has been properly saved.

  • Avoid deleting or modifying the custom field after creating segments, as it may affect existing automations or campaigns.


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