Segmentation of customer lists by purchase history and product type

Purpose

1.1. The purpose is to automate segmentation of customer lists by analyzing purchase history and product types, enabling automatable grouping for targeted campaigns, personalized offers, sales forecasting, and optimized inventory for optical wholesalers specializing in contact lenses.
1.2. Automatedly filters and groups customers for CRM and marketing automation, resulting in enhanced customer relationship management and retention.
1.3. Supports automating segmentation to identify high-value clients, new purchasers, and product-specific trends, feeding automator workflows across platforms.

Trigger Conditions

2.1. New order event recorded in ERP or CRM system.
2.2. Periodic batch triggers, e.g. daily or weekly, to update segments.
2.3. Customer profile updates such as purchase of new product types.
2.4. Integration events from e-commerce or POS systems that trigger segmentation automations.

Platform Variants

3.1. Salesforce
• Feature/Setting: Flow Builder, use "Record-Triggered Flow" to automate segmentation based on custom fields (Purchase_History, Product_Type).
3.2. HubSpot
• Feature/Setting: Lists tool, automate segmentation with Active Lists and workflow automation for "Product Purchase contains Contact Lenses".
3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate, trigger on new Sales Order, update Contact segments automatedly.
3.4. Zoho CRM
• Feature/Setting: CommandCenter, workflow automation for "Purchase Product-Type = Contact Lenses".
3.5. ActiveCampaign
• Feature/Setting: CRM Automations, use split automator based on "Product Category" tag for list segmentation.
3.6. Mailchimp
• Feature/Setting: Segments, automate with API "POST /lists/{list_id}/segments" — create product-type segments.
3.7. Klaviyo
• Feature/Setting: Segments > Create Segment, "What someone has done > Purchased Product equals Contact Lenses".
3.8. Marketo
• Feature/Setting: Smart Lists, automate flow for "Product Type = Contact Lenses" in Purchase History.
3.9. Pipedrive
• Feature/Setting: Workflow Automations, condition "Deal contains Product-Type Contact Lenses".
3.10. Constant Contact
• Feature/Setting: Automated Tagging, use purchase data to assign segmentation tags.
3.11. Brevo (Sendinblue)
• Feature/Setting: Marketing Automation, trigger flows by contact property “Last Product Purchased”.
3.12. SAP Customer Experience
• Feature/Setting: Segmentation Models in Marketing Cloud, automate groups by “ProductType”.
3.13. Oracle CX
• Feature/Setting: Data Segmentation, use automation rule for purchase events grouped by product type.
3.14. Intercom
• Feature/Setting: Automated Segments using Custom Attributes for purchase history.
3.15. Freshworks CRM
• Feature/Setting: Workflow Automator, create rules for product and repeat-purchase segmentation.
3.16. Elastic Email
• Feature/Setting: Automated Segmentation, set filters for product type in purchase events.
3.17. SendGrid
• Feature/Setting: Marketing Campaigns > Segmentation, use API to automate "Product Type equals Contact Lenses".
3.18. Segment (Twilio)
• Feature/Setting: Personas (Segments), automate by event property “product_type: contact lens”.
3.19. Google Sheets
• Feature/Setting: App Script, automatedly parse new order rows for product type and assign to segment lists.
3.20. Airtable
• Feature/Setting: Automations, trigger on new records with product type condition; assign segment label.
3.21. Shopify
• Feature/Setting: Customer Segments, automate with Shopify Flow for purchase history product filtering.

Benefits

4.1. Automating segmentation increases campaign accuracy, customer targeting, and product upsell potential.
4.2. Automated segmentation supports real-time updates, reducing manual work and errors.
4.3. Enables automator workflows for targeted offers, automated triggers for personalized communication, and product new launch alerts.
4.4. Supports data-driven decision-making and automated sales forecasting for contact lenses wholesale operations.
4.5. Scales customer management through automation, enabling business growth without increasing manual workload.