Segmentation: Segmentation
Create dynamic filters to segment your leads based on any combination of conditions, rules, and lead data.
In this article:
What is Segmentation
To create a successful marketing campaign, you need to create Segments. Knowing who you want to target, and why, allows you to establish effective automation flows, craft personalised communications, and contact Leads at the most optimal moment in the customer LifeCycle.
In short, Segmentation in Flows by Enreach allows you to work smarter, not harder, every time you log in!
With our intuitive drag 'n' drop Segment Builder, you can create Segments in just minutes.
- First, start with the Conditions: choose from a huge selection of various types of Lead Data and events that describe all different kinds of your Lead's interactions with Flows by Enreach.
- Next, add the Rules: these are instructions that tell Flows by Enreach what to do with the Conditions.
Create any combination of Conditions and Rules, calculate how many Leads fit the criteria, save the Segment and you're ready to go!
What type of Segments can I make?
The Segment Builder in Flows by Enreach is versatile and totally customisable, allowing you to create Segments for whatever business needs your Organisation has. Consider the following examples, and get creative with Segments:
- Segment Leads by postal codes from 4000 to 5999, who live in apartment buildings
- Segment Leads that have pets, but haven't yet purchased pet insurance
- Segment Leads that live in Copenhagen who have an Open call status
Navigation Page
To access Segmentation, expand the Segmentation drop-down menu, and click Segmentation.
In the navigation page you can see all of your existing Segments, and the status of Leads as they move through them.
Filter the view by Active or Deleted Segments, and click Search to update the list.
Search for Segments using the Search bar.
Working with Segments
There are several options when working with Segments, either from the Navigation page, or the Segment Builder.
When in the Navigation page, click the cog icon to view the Change Log, Copy, or Delete the Segment.
Change Log
In the Change Log, view all historical changes made to that Segment, including who it was updated by, and all the changes that were made.
Copy
Select Copy to create a copy of the Segment. You will be taken to the Segment Builder where you can make adjustments to the Segment name and rules, and save the Segment as new.
Delete
If you want to delete a Segment, you will be asked to confirm, as deleted Segments cannot be recovered.
Segment Builder
When in the Segment Builder, click the Option button to view all of the various options.
Choose between Change name, Show Leads data, Export Leads data, Export Leads with Permission data, Used in Campaign, Copy Segment, and Delete Segment.
Change Name
If you want to change the Segment name, enter the new name in the text field, and click Save.
Show Leads Data
Show Leads Data will allow you to view all the Leads from that Segment.
In the Select field to display box on the left, add a new field by clicking inside the box then choosing the field from a list, and remove a field by clicking the X.
When you are done click Show data.
Please note that a maximum of 5000 Leads can be displayed.
The Leads will be displayed like this:
Export Leads Data
Click Export Leads Data to download a . csv file of Lead Data to your desktop.
Export Leads with Permission Data
To export Leads with Permission Data as a . csv file, select the Permissions, and click Export.
Used in Campaign
Select Used in Campaign to view all Campaigns in which the Segment has been used.
Copy Segment
Select Copy Segment to create a copy. You will be taken to the Segment Builder where you can make adjustments to the Segment name and Rules, and save the Segment as new.
Delete Segment
If you want to delete a Segment, you will be asked to confirm, as deleted Segments cannot be recovered.
If you are sure, click Yes delete.
Create a New Segment
To create a new Segment, click the + New button to the right of the navigation page.
You will be taken to the Segment Builder, where you can begin creating your Segment with Rules and Conditions.
In the left hand side is the Canvas.
This is where you will drag and drop the Conditions of the Segment, and configure the rules that determine how the Segment works.
To the right hand side are the Conditions.
Conditions are grouped in categories such as Customer, Actions, and Permissions, and include Lead Data, properties, and events.
If you want to exclude Leads from different Stoplists in Flows by Enreach, click Exclude Leads from and tick the Stoplists to exclude.
To begin building your Segment, drag the Condition into the Canvas.
If you need to change the Condition, click on the Condition name to expand a drop-down menu of all Conditions in that category.
Next, decide the Condition Rule.
Click the blank text box in the middle of the Canvas to expand a drop-down menu of the Rules.
Depending on whether you have chosen a text or numerical Condition, the Rules will be different.
After choosing a Rule, enter the value of the Condition in the text field.
In the image below, the Segment will search for all Leads that have a Zip data field of 2500.
Calculate how many Leads qualify for the Segment by clicking the green arrows below.
The number of Leads will be displayed, along with the total number of unique email addresses.
If the Segment is large and you wish to limit the number of Leads in it, click the speedometer icon to the right, and enter the number in the text box. This is useful for when you want to make sure that the Leads in the Segment are kept fresh.
In the image below, three different Conditions have been added to the Canvas: Forename, Sales Calls, and Order Confirmed.
This combination of Conditions will Segment all Leads that have a first name attributed to them, have granted permission to receive sales calls, and have placed and order and had it confirmed.
The Segment is set to calculate Leads that match All of the Conditions in Rule 1.
Click All to toggle to Any, so the Segment will calculate Leads based on any of the three Conditions in Rule 1.
Click Add a new rule to add a second Rule to the Canvas.
This will enable you to add a new set of Conditions, and create a more complex Segment if needed.
At the top of the Canvas you can decide whether to Match All of the rules below, or Match Any of the rules below.
Simply toggle All to Any to to determine how the Segment will calculate Leads.
Click the Use this segment for test only checkbox to limit the Segment to internal testing.
