Customer segmentation for targeted campaigns

Purpose

1. Automate segmentation of archery range customers based on booking frequency, class participation, skill level, demographics, and purchase behavior for hyper-targeted marketing campaigns.

2. Enables automating the delivery of relevant offers, event invites, news, and educational resources to precise customer segments.

3. Automates routine marketing campaign execution, personalizing customer experiences to boost retention and upsell opportunities.

4. Ensures ongoing, automatedly updated segments that directly fuel cross-channel campaign automations.

Trigger Conditions

1. New customer sign-up or profile update.

2. Customer books an archery session or class.

3. Automated change in customer lifetime value or loyalty status.

4. Completion of a feedback survey or post-visit review.

5. Automated scan of e-commerce or POS purchase events connected to the archery range.

Platform variants

1. Salesforce

• Feature/Setting: Marketing Cloud Audience Builder; configure segmentation automator based on activity fields, e.g., “Skill_Level,” purchase frequency, custom triggers.
  

2. HubSpot

• Feature/Setting: Lists API and Workflows Automation; configure to automate list population by custom attributes like event attendance, equipment rentals.
  

3. ActiveCampaign

• Feature/Setting: Automations setup; configure automated segmentation streams using tag-based and behavioral triggers.
  

4. Mailchimp

• Feature/Setting: Segments & Behavioral Targeting; configure automation to sort by purchase, open rate, member activity status.
  

5. Klaviyo

• Feature/Setting: Segment Builder using predictive analytics API; automate real-time groupings by engagement and purchase signals.
  

6. Zoho CRM

• Feature/Setting: Custom Views Automation; set workflow automations to update segments for follow-up campaigns.
  

7. Constant Contact

• Feature/Setting: Contact List Segmentation via automated criteria (e.g., event participation); configure auto-updating campaign groups.
  

8. Sendinblue

• Feature/Setting: Contact Attribute Automation; setup to segment by activity and automate campaign enrollments.
  

9. Marketo

• Feature/Setting: Smart Lists and Triggers; configure segment automations based on activity and demographic rules.
  

10. Twilio Segment

• Feature/Setting: Traits & Audience API; automate ingestion and update of customer data for precise segment syncing.
  

11. Intercom

• Feature/Setting: Auto Segment Targeting; configure automated rules based on activity, time since last visit, or purchase data.
  

12. Freshsales

• Feature/Setting: Automated Segmentation Rules using workflows; set by custom fields (e.g., membership type, class level).
  

13. Microsoft Dynamics 365

• Feature/Setting: Dynamic Marketing Segments; auto-refresh customer groupings for targeted communications.
  

14. Oracle Eloqua

• Feature/Setting: Segment and Program Canvas; unmanned automation of criteria-based group joins.
  

15. Omnisend

• Feature/Setting: Automated Segment Triggers; configure to launch campaigns for equipment buyers or class attendees.
  

16. Pipedrive

• Feature/Setting: Smart Contact Data & Filtering Automation via custom fields (e.g., skill rating, attended events).
  

17. Drip

• Feature/Setting: Automation Workflows for Segmenting by Behavior; configure for SMS, email, and ad automation.
  

18. SharpSpring

• Feature/Setting: Visual Workflow Automator; set up attribute-based, auto-populated campaign lists.
  

19. Keap (Infusionsoft)

• Feature/Setting: Tag and Trigger Automation; set automated actions on tag-based group assignment.
  

20. Iterable

• Feature/Setting: Audience Segmentation API and Workflow Automator; update segments for omnichannel campaign targeting.
  

21. Airtable

• Feature/Setting: Automation: filtered Views; configure automated triggers to sync segment changes to campaign apps.
  

22. Google Sheets

• Feature/Setting: Apps Script Automation; code to auto-classify customers, push group updates to marketing stack.
  

23. GHL (Go High Level)

• Feature/Setting: Smart Lists and Tag Automation; triggers for recurring event attendees, high-spenders, or lapsed visitors.
  

Benefits

1. Automatedly nurtures customer relationships with precisely timed, relevant campaign automations.

2. Decreases manual intervention by automating the entire segmentation and targeting process.

3. Enables higher ROI from targeted marketing and automated, customized communication flows.

4. Supports scalable, omnichannel campaign automation across SMS, email, and push notification ecosystems.

5. Ensures constantly correct and up-to-date segments for ongoing marketing automations and reporting.