How to Set up Customer Segmentation in Customer.io
In this guide, we'll walk you through the steps required to create and apply customer segments accurately, making your marketing campaigns more targeted and effective. Are you prepared to enhance your customer engagement through precise segmentation? Let's get started!
1
Navigate to 'Segments'
From your workspace's left-hand menu, select 'Segments'. This is where you will manage and create your customer segments.
2
Click on 'Create Segment'
You will see a 'Create Segment' button on the top right-hand corner of the page. Click on this to begin creating a new segment.
3
Name Your Segment
Provide a descriptive name for your segment to identify it easily.
4
Set Segmentation Criteria
Specify the criteria to segment your audience based on attributes like behavior, location, or preferences.
5
Save the Segment
After finalizing the segment, click on "Save" to preserve the settings.
6
Review the Segment Overview
Once you've saved the segment, you will be redirected to the segment's overview page. This will give you a comprehensive view of the criteria you've set, any associated campaigns, and other pertinent details of the segment.
7
Check the Segment Population
Navigate to the "People" tab within your segment. Here, you can view all the individuals who fall under the criteria you've set for this specific segment. It provides insights into how effective your criteria are and ensures that you've captured the right audience.
Well done on completing this detailed guide on setting up customer segmentation in Customer.io. Now that you've mastered segmentation in the platform, you are set to drive more targeted and effective marketing campaigns. Remember, the key to efficient segmentation is continuously refining and updating your segments based on customer behavior and feedback. With the knowledge you've gained, you're now ready to take your marketing strategy to new heights. Start segmenting, and witness your engagement and conversion rates soar!
