Skip to content

HomeCustomer segmentation and targeted promotionsSales & Order Management AutomationCustomer segmentation and targeted promotions

Customer segmentation and targeted promotions

**Purpose**

1.1. Segment customers based on purchase history, demographics, engagement, and behavior across multiple channels.
1.2. Automatically classify customers into specific groups (fruit buyers, bulk purchasers, seasonal clients).
1.3. Deliver hyper-targeted promotions and deals via preferred communication channels (email, SMS, WhatsApp, push notifications).
1.4. Increase conversion by personalizing offers, informing customers of relevant agricultural products, and improving retention via repeated targeting.

**Trigger Conditions**

2.1. New order placed in ERP/CRM by customer.
2.2. Customer profile updated or new customer registered.
2.3. Periodic scheduling (e.g., weekly/monthly customer list review).
2.4. Customer attains predefined criteria (volume, spend, frequency).

**Platform Variants**

3.1. Salesforce Marketing Cloud
• Feature: Journey Builder, Data Segmentation—Configure entry triggers on new/updated opportunities; segment by purchase attributes.
3.2. HubSpot
• Feature: Lists & Workflows—Create dynamic smart lists; workflow triggers for deal creation and send automated emails.
3.3. Microsoft Dynamics 365
• Feature: Customer Insights—Define custom segments and set rules for campaign triggers.
3.4. Twilio SMS
• API: Programmable Messaging—Trigger SMS campaigns on new customer group entry; configure webhook to receive segments.
3.5. SendGrid
• API: Marketing Campaigns—Map lists to segments; auto-send promo emails to selected groups.
3.6. Klaviyo
• Feature: Segments/Flows—Auto-segment customers; workflow triggers personalized campaign emails.
3.7. Mailchimp
• Feature: Audience Segmentation—Set conditions on purchase fields; automate promo series.
3.8. Zoho CRM
• Feature: Custom Views & Automation—Define criteria; trigger email/SMS via workflow rules.
3.9. Pabbly Connect
• Feature: Webhook+Condition—Initiate segment-based messaging via HTTP triggers.
3.10. Shopify
• API: Customer Tags—Assign tags on order; automation triggers for promotional emails.
3.11. ActiveCampaign
• Feature: List Segmentation/Automations—Segment buyers and initiate custom offers.
3.12. Brevo (ex-Sendinblue)
• API: Transactional/Marketing Automation—Segment lists, launch targeted campaigns.
3.13. Google Sheets (as database)
• API: Apps Script—Scan for new rows; trigger customer segment logic.
3.14. Airtable
• Feature: Views/Automations—Filter segments, schedule notifications (SMS, email).
3.15. WhatsApp Business API
• API: Message templates—Send group-specific offers automatically based on trigger.
3.16. Slack
• API: Webhooks—Notify sales team on new segment entry; configure alerts.
3.17. Constant Contact
• Feature: Email List Segmentation—Auto-add to segmented campaigns on new trigger.
3.18. Eloqua (Oracle)
• Feature: Segmentation & Campaign Canvas—Define customer journey flows by group.
3.19. SAP Marketing Cloud
• Feature: Segmentation Models, Campaign Automation—Trigger by data changes.
3.20. Freshsales
• Feature: List Segment & Automation—Trigger messages and follow-ups for identified customer groups.
3.21. Intercom
• API: Event triggers—Send targeted messages to segments based on in-app behavior.
3.22. Marketo
• Feature: Smart Lists & Campaigns—Automate promotional mailings for qualifying customers.

**Benefits**

4.1. Maximized relevance of marketing efforts with precise targeting.
4.2. Improved customer experience through personalized outreach.
4.3. Increased sales conversion and customer retention rates.
4.4. Reduced manual segmentation work and faster campaign launches.
4.5. Data-driven adjustments to promotions for ongoing optimization.

Leave a Reply

Your email address will not be published. Required fields are marked *