Segmentation of customers based on interests and past orders

Purpose

1. Automate segmentation of catering customers by interests and order history to optimize marketing and customer engagement.

2. Automatedly classify clients into target segments (e.g., cuisine preferences, event types, spending tiers) for highly relevant outreach and upselling.

3. Enhance campaign automation to trigger offers, loyalty perks, and content for each customer segment.

4. Automate data-driven insights collection for continual segmentation refinement and personalization.

Trigger Conditions

1. New order received with customer details.

2. Customer updates profile or expresses specific cuisine/event interest via web form.

3. Order history reaches predefined thresholds for segment criteria.

4. Customer engagement with campaign (e.g., clicks/opens) triggers re-segmentation.

Platform Variants

1 Salesforce

• Feature/Setting: Process Builder for automated segmentation rules; configure flow with order and interest fields.
  

2 HubSpot CRM

• Feature/Setting: List Segmentation; auto-assign contacts to lists via workflow triggers for past orders and tagged interests.
  

3 Mailchimp

• Feature/Setting: Automated Audience Segmentation; set up Customer Journey builder with "Order Completed" or "Interest Selected" triggers.
  

4 Zoho CRM

• Feature/Setting: Workflow Automation; configure custom segmentation rules using order details and tags.
  

5 Segment (Twilio Segment)

• Feature/Setting: Automated Track and Identify API; send real-time event data from checkout forms to customer traits for segmenting.
  

6 Klaviyo

• Feature/Setting: Dynamic Segments; automate inclusion using filters for purchase history and profile properties.
  

7 ActiveCampaign

• Feature/Setting: Automation Recipes with tag-based triggers and auto-segment lists on new order events.
  

8 Marketo

• Feature/Setting: Smart Lists and Segmentation feature; automate customer movement based on interests captured from web forms.
  

9 Google Sheets

• Feature/Setting: Apps Script automation with triggers to filter and sort customer rows into segment sheets.
  

10 Airtable

• Feature/Setting: Automated Record Filtering; Views/Automations that update segmented views when new orders are added.
  

11 Pipedrive

• Feature/Setting: Workflow Automation; filters and labels customers based on deal/order data.
  

12 Microsoft Dynamics 365

• Feature/Setting: Customer Segmentation rule-based automation in Marketing module; triggers on orders and interactions.
  

13 Shopify

• Feature/Setting: Scripted Flow automation for tagging customers based on orders/interests and segmenting for marketing apps.
  

14 Intercom

• Feature/Setting: Automated Custom Attributes and Segments; update segments on user activity or event API calls.
  

15 SendGrid

• Feature/Setting: Marketing Campaigns Segmentation; API-based list updates triggered by order confirmation webhooks.
  

16 Drip

• Feature/Setting: Segmentation Automation; automates customer entry into segments based on purchasing and behavior triggers.
  

17 Freshsales

• Feature/Setting: Workflow Automation; auto-assigns contacts to segments using order and survey data.
  

18 Notion

• Feature/Setting: Integrations/Automations (via API); filter and organize customer databases by order-linked segment fields.
  

19 Monday.com

• Feature/Setting: Automation Recipes; segment customer boards with automated status and group changes when criteria met.
  

20 Constant Contact

• Feature/Setting: Automated List Segmentation; set rules for adding contacts who meet past purchase/interest criteria.
  

21 Brevo (Sendinblue)

• Feature/Setting: Marketing Automation/Segmentation rules that move contacts into target groups after behavior events.
  

22 Elastic Email

• Feature/Setting: Automation builder; segment audiences using email and order history fields in real time.
  

23 Zendesk Sell

• Feature/Setting: Smart Lists; auto-apply segmentation filters with triggers on support tickets referencing ordering services.
  

24 WooCommerce

• Feature/Setting: Automator plugin; tag and segment customers with automation flows after every order or feedback submission.
  

Benefits

1. Automates highly targeted marketing and nurtures engagement through relevant offers and content.

2. Reduces manual effort and errors by automating customer segmentation workflows.

3. Enables scalable personalization, automating follow-ups, cross-sell, and loyalty incentives.

4. Automates feedback loops for continual refinement and hyper-targeted communications.