Segments – How to reach your customers in a targeted manner

📌 Why use segments?
✅ Targeted customer approach – Send relevant offers to the right target group.
✅ Personalization – Create individual experiences for your customers.
✅ Efficient campaign management – Save time by automatically targeting messages and promotions to segments.
✅ Better analytics – Gain insights into different customer groups and optimize your marketing.

📊 How segmentation works

You can manage your segments in the dashboard under Customers → Segments. You can view and edit existing segments or create new ones.

🔹 Automatic segments
Your app automatically creates segments based on factors such as registration date, points score, or activity.

🔹 Custom segments
You can set your own rules, for example:

• Customers with over 1,000 points
• Customers who have been active in the last 30 days
• VIP customers with high interaction

📽 Video tutorial & screenshots 🎥
If you prefer visual instructions, you will find an explanatory video and screenshots showing the process step by step.

📊 Automatic segmentation – How it works

Customers can be automatically assigned to a segment based on specific conditions. This makes it easier to target them and saves time in administration.

🔹 Possible criteria for automatic assignment:

• 📉 Inactivity – contacts that have not been active for X days
• ⭐ Number of points – Customers with more or less than a certain number of points
• 🕒 Registration time – Segment new or long-standing customers
• 🔄 Filter customers from existing segments according to another segment
• 🎁 Redeemed reward – Users who have redeemed certain rewards
• 🌍 Language – Assignment based on preferred language in the app
• 🚻 Gender & age – Group target groups according to demographic characteristics
• 🔑 Login method – Users are differentiated depending on whether they log in via email, Apple ID, or Google.
• 🏆 Challenge participation – Customers who have completed certain challenges
• 🎟 Account (stamp card, gift card) – Segment users with specific bonus programs
• 🔧 CMS & Fraud Status – Utilize Technical Settings & Security Features
• 🔔 Notification settings – Who has enabled push or email notifications
• ⭐ Customer status - VIP, Gold, Premium member
• 🔑 Employees
• 🌻Preferences - Vegan , vegetarian
• 🌍 Areas - e .g., pet ownership: cat owners, dogs
• 📝 Custom fields – Create individual criteria according to your own requirements

📌 Tip: Automatic segments are updated continuously, ensuring that your target groups always remain up to date.

*Custom fields: There are countless individual applications that we cannot list here. With custom fields, users can be automatically segmented in the app if this option is selected.

If you would like to add a field to the app, please contact us at support@helloagain.at.

 

🛠 Step by step: Creating a segment

1️⃣ Navigate to "Customers" → "Segments" in the dashboard.
2️⃣ Click "Create automatic segment " or "Create manual segment. "

• Automatic segments adapt dynamically and update themselves according to defined conditions. Learn more.
• Manual segments contain fixed contacts that you select individually.
  More information.

3️⃣ Define criteria – e.g., based on points scored, check-ins, or specific actions.
4️⃣ Save segment & use for campaigns.

💡 Tip: Once segments have been created, they can be edited or expanded at any time.

Video tutorial:
Create automatic segment - Category: Customers between 40 and 50

Video tutorial:
Create a manual segment - Category: Female customers