Customer Segmentation and Attributes

Anya Updated by Anya

TABLE offers Customer Segmentation for a seamless experience.

Segment your Contacts to easily manage your customer relationships and target specific customers for conversational campaigns. 

-------

  1. Segments: As an Admin or a Superadmin, you can organize your customers into groups based on certain criteria. We call these groups "Segments" and the criteria "filters".
    1. Commonly used Segmentation options are “leads”, “qualified leads”, and “customers” to illustrate where the person is in the customer journey.
    2. Other Segmentation options can be created based on things like activity, account creation, or location.
  2. Starting Off: To begin, simply click on the "Create Segment" button on the Contacts page.
    -------
  3. Name the Segment: Give your Segment a name and click on the "+Add filter groups" button.
  4. Add Filters: With filters, you can organize your customers. Select which type of filter you would like to use and define it by clicking on one of the options given.
    1. Available filters include: First and Last Name, Email, First and Last Seen, Timezone, and External User ID.
      1. You can select multiple filters based on which Users you are looking for. For example, our "Leads" segment include Users with no First Name, Last Name, or Email with any value.
      2. Other business-specific Segments can be created based on things like activity, account creation, or location. You can also create a Segments of active or inactive users by filtering by "Last Seen".
      3. Filter by location by selecting the "Timezone" option that contains a specific region or country.
      4. Finally, use External User ID option when you’ve configured TABLE to pass data about your Users to our platform. If you have set this feature up, you can Segment your customers based on this data.
        1. For example, if you’re a subscription-based company, you can Segment based on which plan your customers are subscribed to. If you’re an E-Commerce company, you can Segment based on average basket value or last time they completed a purchase.
    2. The First and Last Name, Email, Timezone, and External User ID filters will yield the following list below. Select from the list to define your filter.
    3. The First and Last Seen Filter will yield the following list below. Select from the list to define your filter.
  5. Single Filter Segmentation: By using just one filter to Segment your Users, you can manage a group of customers that have a single matching characteristic.
    1. A simple one filter Segment we use is our “European users” Segment. We created this by simply selecting the “Timezone” filter and defining it by any customers using a European timezone.
  6. Multiple Filter Segmentation: If you would like to specialize your Segment, try using multiple filters. Start by adding a filter and clicking on the "+ Add filter" button beneath your existing filter (within the gray box) to add to the current group.
    1. An example of how we use filter groups is our "European Active Users Segment". This Segment uses two filters to define whether a User is from Europe and also if that User has been active within the last few days.
      1. You can identify which filters belong to groups by the gray backgrounds in the Update Segment modal.

  1. Grouping by "And" / "Or": Between your filters you will notice a drop down menu with "And" and "Or" options. By choosing either of these options, you can specify how your filters will be grouped.
    1. Filters grouped by “And” will include those who meet both or all of the requirements.
    2. Filters grouped by “Or” will include those that apply to at least one of the filters you select.
      1. For our example, we will select "And" because we are looking for individuals whose accounts have values for all of the chosen filters, not just one. Using "Or" would result in those who either have a European timezone or were active recently.
  2. Multiple Filter Group Segmentation ("And" / "Or"): You can customize your Segments further by grouping multiple filter groups using "And" or "Or".
    1. Using multiple filter groups give you the opportunity to create Segments that consists of a variety of Users with different traits.
    2. Just like the previous use case above, filters grouped by “And” will include those who meet both or all of those requirements. “Or” will include those that apply to at least one of the filters you select.
    3. However, when using multiple filter groups, not only will you link filters within a group with "And" / "Or", you will also link the filter groups themselves with "And" / "Or".
  3. Starting Off: Begin your multiple filter Segment by creating a filter group and adding the filters you would like for this group by clicking on the "+ Add filter" button. Then, select wether you would like to group them by "And" or "Or".
    1. An example of a multiple filter Segment we use is our "Customers" Segment. We define our customers as those who have created an account with us by filling out their first name, last name, or those who have given us their email information. So we created a filter group to identify those who have accounts in which their first and last name "Has any value" and their email "Is unknown".
  4. Create Another Group: Next, click "+ Add filter group" to create a new group in your Segment.
    1. For our second filter group, we continued to define our customers with those whose accounts for which their First and Last name "Is unknown" and their Email "Has any value".
  5. Grouping with "And"/ "Or": After you have created your filter groups, select how you would like to link them using the "And" or "Or" options.
    1. Select "And" if you want your Segment to include those whose details match all of the filters in all groups.
    2. Select "Or" if you want your Segment to include those whose details match at least one of your filter groups.
    3. For our Customers Segmentation, we select "Or" because we are looking for individuals whose account match either of the filter groups, not every single filter.
    -----
    -----

How did we do?

Attributes

Contact