Audience segmentation for targeted campaigns

Purpose

1.1. Enable alternative medicine practitioners to classify their audience by demographics, behaviors, and preferences across all channels.
1.2. Facilitate targeted messaging for higher engagement, retention, and campaign ROI.
1.3. Synchronize segmented lists across CRM, email, SMS, and advertising platforms for unified branding and compliance.
1.4. Automate migration of contacts as their interaction or health interest profile evolves.

Trigger Conditions

2.1. New lead/case form submission on website or landing page.
2.2. Contact update in CRM with health interest or region.
2.3. Interaction with social, email, or SMS campaign.
2.4. Scheduled batch update from EMR or PMS.
2.5. Manual override/tagging by practitioner.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Use “Tags” and “Segments” in Audience → Sample: Assign tag ‘Acupuncture Interest’ after form submission API call.

3.2. ActiveCampaign
• Feature/Setting: Automation with “If/Else” in segment builder via API endpoint `/contacts/tag`.

3.3. HubSpot
• Feature/Setting: Use “Active Lists,” configure via `/contacts/v1/lists` API for dynamic audience splits.

3.4. Salesforce Marketing Cloud
• Feature/Setting: “Audience Builder” with REST API `/contacts/v1/contacts` and filtered data extensions.

3.5. Sendinblue
• Feature/Setting: Apply contacts to segmentation lists via `/contacts/lists/{listId}/contacts/add`.

3.6. Constant Contact
• Feature/Setting: Use “Contact Segments” with bulk import API `/contacts`.

3.7. Klaviyo
• Feature/Setting: Configure “Segments” with field filters using API `/v2/list/{LIST_ID}/members`.

3.8. Zoho CRM
• Feature/Setting: Custom view or tag using `/crm/v2/Contacts` API.

3.9. Twilio SMS
• Feature/Setting: Assign contact to group via Conversations API `/v1/Services/{ServiceSid}/Users`.

3.10. Facebook Custom Audiences
• Feature/Setting: Upload segmented contacts via `/act_{AD_ACCOUNT_ID}/customaudiences`.

3.11. Google Ads Customer Match
• Feature/Setting: Update member list using UserDataService API.

3.12. Segment
• Feature/Setting: Track & trait assignment to user profiles using `/v1/identify`.

3.13. Intercom
• Feature/Setting: Tag or segment using `/contacts` endpoint.

3.14. Drip
• Feature/Setting: “People” tagging using `/subscribers/{id}/tags`.

3.15. MoEngage
• Feature/Setting: Segment filter setup via `/campaigns/filter`.

3.16. Marketo
• Feature/Setting: Static and smart lists via REST API `/rest/v1/lists.json`.

3.17. Pipedrive
• Feature/Setting: Filter contacts and label using `/persons`.

3.18. GetResponse
• Feature/Setting: “Custom Fields” and “Advanced Search” via `/contacts`.

3.19. Omnisend
• Feature/Setting: Audience segmentation using `/contacts`.

3.20. Keap
• Feature/Setting: Add/update tags via `/contacts/{id}/tags`.

3.21. Freshsales
• Feature/Setting: Segment contacts via `/api/contacts/view`.

3.22. MailerLite
• Feature/Setting: Manage groups via `/api/v2/groups/{group_id}/subscribers`.

3.23. Bitrix24
• Feature/Setting: Filter and segments using `/crm.contact.list`.

3.24. Insightly
• Feature/Setting: Custom field segment filter `/Contacts`.

Benefits

4.1. Boosts conversion rates with personalized messaging.
4.2. Reduces campaign spend by eliminating untargeted outreach.
4.3. Streamlines compliance by storing audience consent and segmentation logic.
4.4. Improves engagement and retention by timely, relevant content.
4.5. Scales with practice growth, supporting cross-platform segmentation effortlessly.