Getting started with segmentation

Segmentation is the key to success in CRM marketing. It is used to create groups of contacts which have the same characteristics and attributes and makes it possible to execute a strategy based on buying behavior, demographic data and engagement levels. In Voyado, you can easily identify and create segments based on all the data you have stored.

Watch this short video and learn how to navigate:

Getting started

Start building a segment by creating groups of criteria based on the following three conditions:

  • All - All of the criteria entered shall be met for a contact to be included in the segment.
  • Any - One or many of the criteria shall be met for a contact to be included in the segment.
  • None - None of the criteria shall be met for a contact to be included in the segment.

A group works as an isolated set of criteria. This makes it possible for you to use and re-use All, Any, None when you build up your segment. 

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Example: This segment consist of customers that match all of the criteria:

  • Has the member level "Silver"
  • Has purchased an item from the article group "Pants"
  • Has not purchased an item from the article group "Sweaters".

Calculation

When you are done building your segment, hit “Calculate” and get a quick overview of:

  • How many contacts that match your criteria (in count)
  • How many contacts that match your criteria (in percentage)
  • The number of contacts that are reachable by email
  • The number of contacts that are reachable by SMS
  • The number of contacts that are reachable by postal send-outs

The calculation might take a few seconds depending on how complex your query is. You are free to leave the page and do something else (prep content, build an automation or follow up on results) while Voyado does the calculation in the background.

When you want to check out the result - visit "Recent segmentations" in the main menu. You will find it there together with all the other queries you have recently built but not yet saved as segments or target audiences.

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When you re-visit a segment you will see when it was last calculated and how long the previous calculation took. If you wish to recalculate it and get up-to-date figures, simply click "Calculate segment".

Validation

You can easily validate your segment by flipping through a couple of customer profiles to check if they seem to match the criteria you had in mind. Click "Show contacts".

Save as Segment

Segments are dynamic which means that they are recalculated every time they are used (for example as the recipient group for an email) and contacts that match the criteria will always be included. But remember, the segment will not be dynamic if your criteria includes specific dates. 🗓

Save as Target audience

Target audiences are calculated once every night. So when you click on a Target Audience, whether you are opening it to see the number of contacts or selecting it as the recipient group for an email, Voyado will show the number of contacts that met the criteria when they were last calculated = last night. Read more about Target audiences here

Other actions

If you wish to assign or remove labels, delete contacts or create a Test scenario and split your segment in to multiple test groups. Hit "Action" in the top right corner.

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