Purpose
1.2 Automates identification, grouping, and communication flows to wholesale, retail, and industrial clients for precise and automatedly relevant outreach.
1.3 Seamlessly automate synchronization of CRM and transactional data for dynamic list management and automated compliance with data protection regulations.
Trigger Conditions
2.2 Order placement automates re-segmentation based on purchasing patterns.
2.3 Manual or automated updates to customer category fields trigger re-segmentation.
2.4 Scheduled automation runs (daily/weekly) ensure up-to-date segmented lists.
2.5 API/CRM webhook notifications automate instant segmentation after customer data modification.
Platform Variants (with function/API and example configuration):
3.1 Mailchimp
• Feature/Setting: Audience Segmentation. Automate segment creation using tags, custom fields, and behavioral triggers. Configure with `/lists/{list_id}/segments`.
3.2 HubSpot
• Feature/Setting: List Automation. Automate via "Active Lists" and workflows, trigger with API endpoint `/contacts/v1/lists`.
3.3 Salesforce Marketing Cloud
• Feature/Setting: Data Extensions & Filtered Send. Configure automated segmentation via "Automation Studio" and configure "filter activities".
3.4 SendGrid
• Feature/Setting: Marketing Campaign Segments. Automate with `/marketing/segments` API for recipient grouping.
3.5 ActiveCampaign
• Feature/Setting: Automated List Segmentation. Use if/else logic in automation builder, configure via `/api/3/contacts`.
3.6 Klaviyo
• Feature/Setting: Dynamic Segments. Automate with “Segment” builder using properties and triggers, configured at `/api/v1/segments`.
3.7 Constant Contact
• Feature/Setting: List Segmentation with tags; automate using `/contacts` API with segment rules.
3.8 Zoho Campaigns
• Feature/Setting: Segment Contacts by Criteria. Automate via workflows using the `/campaigns/segments` API.
3.9 Brevo (Sendinblue)
• Feature/Setting: Dynamic lists; configure API endpoint `/contacts/segments`.
3.10 GetResponse
• Feature/Setting: Automated List Management. Set using advanced search and `/search-contacts` automation rules.
3.11 Moosend
• Feature/Setting: Segmentation Automation using field values and triggers set via `/subscribers/groups`.
3.12 AWeber
• Feature/Setting: Tag-based Automated Actions. Segment and trigger lists with the `/accounts/{accountId}/lists` API.
3.13 Iterable
• Feature/Setting: Segmented Lists via “List Filters”. Automate using `/api/lists/segment`.
3.14 EmailOctopus
• Feature/Setting: List Segmentation by Custom Fields. API-driven with `/lists/{list_id}/contacts`.
3.15 Drip
• Feature/Setting: Automated Segmentation via tags, events; configure `/subscribers` API.
3.16 Campaign Monitor
• Feature/Setting: Automated Segments using rules on custom fields; `/segments/{segment_id}` endpoint.
3.17 ConvertKit
• Feature/Setting: Automated Tagging & Segmentation. Configure through `/subscribers/{id}/tags`.
3.18 Pipedrive
• Feature/Setting: Automate segmentation via “Smart Contact Data” and list filters. Automate with `/persons`.
3.19 Mailjet
• Feature/Setting: Segmented Lists via API using `/contactslist/{id}/managemanycontacts`.
3.20 Customer.io
• Feature/Setting: Automated Segment Creation with behavior filters. Use `/segments`.
3.21 Slack (as alert channel)
• Feature/Setting: Automated notification to sales or marketing team when segment updated, using `/chat.postMessage` API.
Benefits
4.2 Automates regulatory updates, reducing manual errors.
4.3 Accelerates response to changes in customer behavior with automated triggers.
4.4 Automatedly maintains clean, compliant, and up-to-date customer lists.
4.5 Enables automating targeted offers, loyalty programs, and feedback requests per segment.