Automatic segmentation of customer list for targeted campaigns

Purpose

1. Automatically segment the customer database based on attributes such as purchase frequency, order size, location, filter type interest, and HVAC project scope.

2. Enable the delivery of highly relevant, personalized marketing campaigns to boost engagement, repeat sales, and customer retention for wholesale air filter buyers.

3. Streamline targeting for seasonal promotions, renewals, and bulk offers in the HVAC filter supply chain.

Trigger Conditions

1. New customer added to CRM or marketing list.

2. Change in customer profile or purchase behavior detected.

3. Completion of a purchase or inquiry.

4. Scheduled periodic segmentation (daily, weekly, monthly).

5. Manual segmentation request from marketing staff.

Platform variants

1. Salesforce

• Function: Process Builder or Flow - Auto-launch segmentation rule upon lead/contact update.
  

2. HubSpot

• API: Lists > Create or Update; configure Smart Lists for automated segmentation.
  

3. Microsoft Dynamics 365

• Feature: Power Automate Flows – trigger on entity changes and auto-assign to marketing segments.
  

4. Mailchimp

• Setting: Audience segmentation rules – auto-assign tags or groups based on order data.
  

5. Marketo

• API: Smart Campaigns and Smart Lists – dynamic segmentation on behavioral triggers.
  

6. Zoho CRM

• Function: Workflow Rules – trigger criteria-based list updates for campaign lists.
  

7. ActiveCampaign

• API: Add to Segment/Tag endpoint; event-driven automation workflows.
  

8. Klaviyo

• Setting: Dynamic List Segments – auto filter based on order and profile properties.
  

9. Constant Contact

• Feature: List Segmentation – auto-filter on interaction data.
  

10. Pipedrive

• API: Webhooks and Filters – update custom fields to flag segmented customers.
  

11. Google Sheets

• Script: Apps Script w/Trigger; use automated scripts to segment based on purchase details.
  

12. Airtable

• Feature: Automated Views and Filters – segment records automatically from input/base sync.
  

13. Intercom

• Setting: Auto-segment via custom attribute rules in People section.
  

14. SendGrid

• API: Marketing Campaigns Segmentation; create automated segment lists.
  

15. MailerLite

• Feature: Subscriber segmentation – workflow-based triggers for group assignment.
  

16. Oracle Eloqua

• API: Segment Members endpoint, auto-update criteria-based segments.
  

17. SAP Marketing Cloud

• Feature: Segmentation Modeling – event and profile-based triggers for list assignment.
  

18. Segment (Twilio)

• API: SQL Traits/Audiences – auto-update segments when traits change via ingestion API.
  

19. Shopify

• App: Customer Tagger – auto-tag wholesale customers for targeted emails.
  

20. Drip

• API: Create/Update Segments endpoint – triggers from order and behavioral events.
  

Benefits

1. Improves campaign relevance and personalization for wholesale filter buyers.

2. Reduces manual marketing workload with real-time segmentation.

3. Increases campaign ROI via laser-focused targeting in the HVAC industry.

4. Minimizes missed sales opportunities and enhances customer experience.

5. Enables precise reporting and analytics on segment performance.