Automated segmentation of customers based on activity

Purpose

 1.1. Enable dynamic grouping of customers based on their adventure sport activities, participations, bookings, or engagement data.
 1.2. Facilitate targeted marketing, personalized communication, retention workflows, loyalty segmentation, and program eligibility.
 1.3. Optimize resource allocation and guide program development based on granular customer activity analytics.
 1.4. Automate customer journey steps by detecting behavioral shifts and triggering follow-up actions across channels.

Trigger Conditions

 2.1. New customer registration or profile update.
 2.2. Booking completion for any adventure activity.
 2.3. Attendance at a specific session or event.
 2.4. Inactivity or drop in engagement for a predefined period.
 2.5. Milestone achievements (e.g., 5th booking, attendance anniversaries).

Platform Variants

 3.1 Salesforce CRM
  • Feature/Setting: Process Builder + “Add to Campaign” action using custom logic on Activity records.

 3.2 HubSpot
  • Feature/Setting: Workflow Automation—“If/Then Branches” in Lists; Active list property-based segmentation.

 3.3 Microsoft Dynamics 365
  • Feature/Setting: Power Automate—Configure Flow to update Membership Segment entity based on Activity logs.

 3.4 Zendesk Sell
  • Feature/Setting: Smart Lists with automated filtering via API based on custom fields (activity count, type).

 3.5 Marketo
  • Feature/Setting: Smart Campaigns—Triggers on “Fills Out Form” or “Engagement” and Flow Step “Add to List”.

 3.6 Mailchimp
  • Feature/Setting: Audience Segmentation—Tagging automations on campaign/interactions via API PATCH /lists/member.

 3.7 ActiveCampaign
  • Feature/Setting: Automations—Start trigger based on Tag Added, Segment with conditional “Activity Score” tracking.

 3.8 Intercom
  • Feature/Setting: Custom segments—Set up Rules on “Events” for user actions using API user.tags.create.

 3.9 Klaviyo
  • Feature/Setting: Segment builder—Real-time activity filters using “If Person Has Performed Activity” triggers.

 3.10 SendGrid
  • Feature/Setting: Marketing Campaigns Segmentation—API /segments POST updating based on message engagement.

 3.11 Twilio Segment
  • Feature/Setting: Personas Audiences—Compute traits from Track events using computed traits formulas.

 3.12 Pipedrive
  • Feature/Setting: Filtered Views—Workflow Automation “Deal Updated” with Conditions for activity-based labels.

 3.13 Zoho CRM
  • Feature/Setting: Custom Workflow—Field Update and “Add Record to Segment” via API in response to Activity module triggers.

 3.14 Freshsales
  • Feature/Setting: Territory Management—Auto-assignment via rules on event-based lead scoring.

 3.15 Keap
  • Feature/Setting: Tag Automation—Apply or remove tags through Campaign Builder, based on activity conditions.

 3.16 Pipefy
  • Feature/Setting: Automation Rules with “Update Card Information” when an activity type card is moved/completed.

 3.17 Google Sheets
  • Feature/Setting: Scripts—On Form Submit, Script sorts and flags customers based on activity columns.

 3.18 Airtable
  • Feature/Setting: Automation—Trigger On Record Change to Group by linked “Activity” table.

 3.19 Notion
  • Feature/Setting: API—Scripting Block to automatically assign users to ‘Activity Level’ groups on updates.

 3.20 Monday.com
  • Feature/Setting: Automation “When status changes, move item to group” based on activity/engagement field changes.

4. Benefits

 4.1. Real-time customer segmentation increases targeting precision.
 4.2. Automated workflows reduce labor and human error.
 4.3. Drives higher engagement through personalized outreach.
 4.4. Enables timely loyalty or reactivation campaigns.
 4.5. Data-driven segmentation empowers actionable business insights.