How to Segment Multi-Channel Messages
Are you struggling to send the right message to the right audience? Segmenting multi-channel messages can be a game-changer. In this comprehensive guide, we'll walk you through the steps to effectively segment your messages across multiple channels using Customer.io. From creating new segments to setting up multi-channel workflows, we've got you covered.
1
Navigate to Segments
Log into your Customer.io dashboard. Locate the 'Segments' section on the main navigation bar and click on it.
2
Create a New Segment
Click on the 'New Segment' button. Name your segment and describe its purpose.
3
Set Segment Conditions
Add conditions for your segment. These can be demographic data, behaviors, or any other customer attribute. Click 'Save.'
4
Navigate to 'Campaigns'
Return to the main dashboard. Navigate to the 'Campaigns' tab.
5
Create a New Campaign
Click on the 'New Campaign' button. Name your campaign and add a brief description.
6
Assign the Segment to the Campaign
Choose the segment you created in Step 2. Click 'Next.'
7
Add Channels to the Workflow
Add Email, SMS, Push Notification, or any other available channel to your campaign workflow.
8
Configure Channel Messages
Click on each channel block to compose the message for that specific channel.
1
Create SMS via Slack
Click on the SMS channel block in your workflow. Compose the SMS message. Integrate it with Slack if needed.
2
Create Email
Click on the Email channel block in your workflow. Compose the email message using the available editors. You can also add dynamic attributes for personalization.
9
Test the Campaign
Click 'Send Test' for each channel in the workflow. Validate that everything is working as expected.
10
Review and Activate the Campaign
Double-check all settings and messages. Click 'Activate Campaign' to make it live.
Congratulations, you've successfully navigated through the intricate steps of segmenting multi-channel messages using Customer.io! Now, you're well-equipped to send targeted messages to specific customer segments, across various platforms. Keep tweaking and testing to find the optimal messaging that resonates with each segment for even better results. Happy marketing!
