Purpose
1.2. Increase relevance of promotions and communications, improve customer retention, and boost sales through precise audience grouping.
1.3. Enable dynamic updates to customer segments in real-time as new data is captured from multiple sources, ensuring marketing is always optimized.
1.4. Support omni-channel campaign execution—email, SMS, ads, and retargeting—tailored to segment behavior and interests.
Trigger Conditions
2.2. Customer completes a purchase or abandons a cart.
2.3. Customer engagement with emails, SMS, or website.
2.4. Manual data import/update in CRM or POS.
2.5. Third-party data enrichment or preferences update.
Platform variants
3.1. Salesforce
• Feature/Setting: Configure "Dynamic List" and "Process Builder" to auto-assign customers to segments using purchase or profile data.
3.2. HubSpot
• Feature/Setting: Use "Active Lists" with workflow triggers (e.g., purchase amount, model type) for segmentation and campaign assignment.
3.3. Mailchimp
• Feature/Setting: Set up "Tags" and "Segments" based on campaign activity or custom fields; API endpoint: /lists/{list_id}/segments.
3.4. Klaviyo
• Feature/Setting: Automated "Flows" and "Segment Builders" using e-commerce event triggers and profile data filters.
3.5. ActiveCampaign
• Feature/Setting: Create "Automations" triggered by contact scores, tags, and site tracking. Use API /api/3/contacts/ to fetch and segment.
3.6. Zoho CRM
• Feature/Setting: Configure "Custom Views" and "Workflows" for segmentation using purchase and interaction criteria.
3.7. Segment
• Feature/Setting: Use "Personas" to define segments; set up Source Tags to feed customer traits in real time.
3.8. Shopify
• Feature/Setting: Use "Customer Tags" and "Automation workflows" (e.g., Shopify Flow) to assign segments based on orders and behavior.
3.9. Google Analytics
• Feature/Setting: Enable "Audience Definitions" and push segments to Google Ads; API: analyticsdata.properties.runReport.
3.10. Intercom
• Feature/Setting: Utilize "Smart Segments" based on customer properties and tracked events; API: /contacts/segments.
3.11. Marketo
• Feature/Setting: Set up "Smart Lists" and "Smart Campaigns" for behavioral segmentation; API: /rest/v1/lists.json.
3.12. Customer.io
• Feature/Setting: Segment users with real-time event-based triggers using the "Segments" API endpoint.
3.13. Constant Contact
• Feature/Setting: Use "Contact Lists" and auto-update via API /v2/contacts to move users into dynamic segments.
3.14. Pipedrive
• Feature/Setting: Filter "People" by custom fields and actions, triggered using workflow automations.
3.15. Sendinblue
• Feature/Setting: Dynamic "Segmentation" using behavior and custom attributes via API /contacts/segments.
3.16. MoEngage
• Feature/Setting: "Smart Segments" using campaign response and app activity; API: /segmentation/create.
3.17. Emarsys
• Feature/Setting: "Contact Segments" auto-recalculated based on email behavior and purchase history.
3.18. Microsoft Dynamics 365
• Feature/Setting: "Customer Insights" segmentation rules; configure using data flows and triggers.
3.19. Oracle Eloqua
• Feature/Setting: Use "Shared Filters" to build dynamic segments and launch targeted campaigns.
3.20. Braze
• Feature/Setting: Real-time "Segmentation" for messaging and in-app campaigns, API: /users/segment/create.
3.21. Iterable
• Feature/Setting: "Dynamic Lists" for condition-based segmentation, integrated across messaging channels.
3.22. SAP Marketing Cloud
• Feature/Setting: "Segmentation Models" with automated assignment from e-commerce and CRM events.
3.23. Twilio Segment
• Feature/Setting: Configure "Computed Traits" and pipelines to auto-create marketing segments from customer events.
3.24. Infusionsoft (Keap)
• Feature/Setting: Tags-based segmentation with "Tag Goals" in automation.
3.25. Freshworks CRM
• Feature/Setting: Set up "Smart Segmentation" with workflow triggers and lead scores.
Benefits
4.2. Automates repetitive list management, reducing manual errors and resource utilization.
4.3. Real-time segment updates align marketing actions with latest customer data.
4.4. Enables smarter retargeting, cross-sell, and loyalty-building strategies.
4.5. Supports multichannel marketing coordination for superior customer experiences.