Automated segmentation of customers for targeted campaigns

Purpose

1.1. Automatically segment agricultural wholesale customers based on demographic, behavioral, transactional, and engagement data for advanced targeting; enables tailored campaigns, promotions, and offers based on customer profiles, purchase frequency, location, crop or product interest, seasonality, and engagement history.
1.2. Centralizes and automates data collection and segmentation from sales channels, CRM, ERP, online/web forms, and communication platforms to refine marketing messaging, increase ROI, and foster higher engagement in agricultural product campaigns.

Trigger Conditions

2.1. New customer registration or addition via online form, CRM, or ERP system.
2.2. New sales transaction recorded for existing customer.
2.3. Customer interaction with previous campaigns (email open, SMS reply, website visit).
2.4. Scheduled batch trigger (e.g., nightly or weekly data processing for segmentation refresh).

Platform Variants

3.1. Salesforce
• Feature/Setting: Use List Builder or Automated Rules in Marketing Cloud; configure triggers on new/updated customer records/campaign response.
3.2. HubSpot
• Feature/Setting: Active Lists & Workflows; configure “contact property changes” and campaign interaction triggers.
3.3. Zoho CRM
• Feature/Setting: Segmentation via Custom Views and Workflow Rules based on field criteria; API: `GET /crm/v2/Contacts`.
3.4. Microsoft Dynamics 365
• Feature/Setting: Marketing Segment Designer with Power Automate trigger for entity updates.
3.5. Mailchimp
• Feature/Setting: Audience Segments using contact activity; API: `POST /lists/{list_id}/segments`.
3.6. ActiveCampaign
• Feature/Setting: Automations for Tagging and Segment Creation; API: `/api/3/contacts` for updates.
3.7. Klaviyo
• Feature/Setting: Automated Flows and Segment rules based on custom properties; API: `/api/v1/segments`.
3.8. Pardot
• Feature/Setting: Dynamic Lists and Automation Rules; REST API: `GET /prospects`.
3.9. Marketo
• Feature/Setting: Smart Lists with Flow Steps in Campaigns; API: `GET /rest/v1/lists.json`.
3.10. Google BigQuery
• Feature/Setting: Scheduled Queries for dynamic segmentation; Data exported for downstream use.
3.11. Segment (Twilio Segment)
• Feature/Setting: Personas and Computed Traits for audience creation; Sync to marketing tools.
3.12. Intercom
• Feature/Setting: Custom Segmentation via filters on user events; API: `/contacts/segments`.
3.13. Sendinblue (Brevo)
• Feature/Setting: List Segmentation via conditions; API: `/contacts/segments`.
3.14. Constant Contact
• Feature/Setting: Segmented Contact Lists and Behavioral Triggers; API: `/contacts` with custom filters.
3.15. SAP Marketing Cloud
• Feature/Setting: Segmentation Models; trigger with Customer Profile changes in API: `/API_MKT_CONTACT_SRV`.
3.16. Oracle Eloqua
• Feature/Setting: Segment Members with Filter Criteria; AppCloud API Integration.
3.17. Alchemer (SurveyGizmo)
• Feature/Setting: Survey data segmented via logic rules; API: `/v5/contactlists`.
3.18. Shopify
• Feature/Setting: Customer Groups based on tags or purchasing; API: `/admin/api/2022-01/customers.json`.
3.19. Stripe
• Feature/Setting: Segmentation by invoice/payment metadata; API: `/v1/customers` with metadata filters.
3.20. Airtable
• Feature/Setting: Automation with filtered Views and Webhooks; API: `/v0/{baseId}/{tableName}` (filterByFormula).
3.21. Pipedrive
• Feature/Setting: Smart Contact Segmentation; API: `/v1/persons` with filters.
3.22. Freshsales
• Feature/Setting: Segment Filters, Automated Workflows on property changes; API: `/crm/sales/api/contacts/view`.
3.23. Monday.com
• Feature/Setting: Automation recipes for segmentation on status/column change; API: `query { items { column_values } }`.
3.24. Google Sheets
• Feature/Setting: Apps Script or Add-ons for scripted segment updates; triggered via Google Apps Script Time-driven Triggers.

Benefits

4.1. Delivers highly relevant marketing to agricultural buyers based on real data.
4.2. Increases engagement, response, and conversion rates for campaigns.
4.3. Reduces manual list building time and improves segmentation accuracy.
4.4. Supports multi-channel automation (email, SMS, CRM) for holistic customer outreach.
4.5. Enables real-time or scheduled segmentation to adapt to changing customer behavior.