Purpose
1. Automate the segmentation of customer data for targeted marketing campaigns by processing purchases, behavior, and engagement data from retail clients of industrial supplies.
2. Automates grouping based on factors such as purchase frequency, product categories, lifetime value, region, and engagement with past campaigns.
3. Enables automated, data-driven audience creation for personalized email, SMS, and multi-channel outbound activities.
4. Supports automation of campaign sequencing, retargeting, and loyalty reward workflows by dynamically updating segments as customer profiles evolve.
5. Automates the detection of dormant or at-risk customers for re-engagement initiatives.
Trigger Conditions
1. New customer sign-up or profile update in CRM/ERP system.
2. Purchase transaction or invoice creation.
3. Recorded interaction with marketing email/SMS or website activity.
4. Change in customer status (e.g., inactive, high-value, large order).
5. Scheduled batch jobs (e.g., nightly or weekly automator runs for segmentation refresh).
Platform Variants
1. Salesforce
• Feature/Setting: Process Builder or Flow Automation — configure triggers on “Opportunity Closed” or “Contact Edited”; use “Add to Campaign” action for automatable segment assignment.
2. HubSpot
• Feature/Setting: Lists API — automate building active lists with custom filters and enrollment in workflows via API.
3. Microsoft Dynamics 365
• Feature/Setting: Power Automate with Dataverse connector, trigger on “Account Modified”; automated segmentation with Marketing Lists API.
4. Zoho CRM
• Feature/Setting: Workflow Rules and Functions; use “on update,” “on create” triggers for automated movement to segments.
5. SAP Customer Data Cloud
• Feature/Setting: Segmentation Service API — set up automator flows to handle segmentation rules.
6. Mailchimp
• Feature/Setting: Audiences & Segments API — use endpoint to automate segmentation based on custom tags.
7. Klaviyo
• Feature/Setting: Lists & Segments Automation; API trigger to update segment membership on transaction/import.
8. ActiveCampaign
• Feature/Setting: Contacts Automations; automate applying segment tags via API post-purchase or form submission.
9. Oracle CX Cloud
• Feature/Setting: REST API for Audiences; automate population of targeted user lists.
10. Adobe Experience Platform
• Feature/Setting: Segment Builder API — automated segment refresh upon data events from connected channels.
11. Shopify Plus
• Feature/Setting: Customer Segment API; use webhook triggers on checkout/new order for automatic segment updates.
12. Intercom
• Feature/Setting: User Segment API; automate segment assignments based on behavior, automatedly enrolling them in messages.
13. Marketo
• Feature/Setting: Smart List API; setup processes for dynamic audience automation.
14. Segment
• Feature/Setting: Personas API; event-triggered segmentation and trait updates by automator flows.
15. Pipedrive
• Feature/Setting: Filters and Workflow Automations; trigger automator actions on deal status or contact update.
16. Freshsales
• Feature/Setting: Auto-Segmentation workflows; use triggers on event or profile modifications.
17. Brevo (ex-Sendinblue)
• Feature/Setting: Contacts API — automate assignment to contact attributes or lists with automation rules.
18. Google BigQuery
• Feature/Setting: Scheduled Queries and BigQuery ML; automate segmentation logic on cloud datasets.
19. Amazon Personalize
• Feature/Setting: Segment Users API; real-time automated re-segmentation via event-based triggers.
20. Monday.com
• Feature/Setting: Automate Board changes; use integrations and webhook-based automator triggers for CRM/segment sync.
21. Zendesk Sell
• Feature/Setting: Smart Lists; automate membership using custom field updates and workflow automator.
Benefits
1. Automates manual data processing, reducing errors and time delay for campaign readiness.
2. Enables real-time, responsive marketing automations that adapt to fast-changing customer behaviors.
3. Allows automatedly personalized communication efforts, increasing conversion and retention.
4. Supports scalability by automating segmentation logic across large, growing customer databases.
5. Frees human resources from repetitive segmentation tasks, leveraging advanced auto-segmenting logic for business growth.
Customer Relationship Management