Customer segmentation for marketing

Purpose

1.1. Fully automate customer segmentation for marketing campaigns across digital channels for a fusion restaurant.
1.2. Automate the sorting of customer profiles based on demographics, dietary preferences, visit frequency, order values, social media engagement, reservation history, and special requests.
1.3. Implement automated logic to group and target potential VIPs, lapsed guests, first-timers, or dietary-specific segments.
1.4. Enable automated, personalized messaging and offers sent through different channels to segmented groups, promoting fusion menu items, events, and loyalty programs.
1.5. Support automating periodic updates to customer segments as data evolves, ensuring up-to-date targeting.

Trigger Conditions

2.1. New customer registration or profile update in CRM.
2.2. Order completion or online booking in POS or reservations system.
2.3. Significant customer milestones (e.g., 5th visit, birthday).
2.4. Customer feedback or activity on social channels.
2.5. Scheduled automation runs (daily, weekly segmentation refresh).

Platform variants

3.1. Salesforce Marketing Cloud
• Feature/Setting: Use "Data Extensions" and "Query Activities" for segment automation; trigger via API or Flow Builder.
3.2. HubSpot
• Feature/Setting: Automate workflows with "Active Lists" and triggers (API: Contact List endpoint).
3.3. Mailchimp
• Feature/Setting: Setup automated "Segments" by behavioral tags (API: Segment endpoint).
3.4. Zoho CRM
• Feature/Setting: Automate segmentation rules with "Workflow Rules" (API: Update Records).
3.5. Klaviyo
• Feature/Setting: Use "Dynamic Segments" for rule-based segmentation (Flow and Segment endpoints).
3.6. ActiveCampaign
• Feature/Setting: Automator for lists and tags, configure automated triggers per custom fields (API: Contact & List endpoints).
3.7. Intercom
• Feature/Setting: Automate user tagging and segmentation rules via "Segments" (API: Tag Users).
3.8. Marketo
• Feature/Setting: Use "Smart Lists" automation, integrate with REST API for dynamic segmentation.
3.9. Constant Contact
• Feature/Setting: Automate list-building triggers using "List API" and contact activity filters.
3.10. Brevo (Sendinblue)
• Feature/Setting: Apply automated "Segmentation" rules via Contact API and workflow triggers.
3.11. Segment (Twilio)
• Feature/Setting: Automate user groupings with "Traits" and send segment data via the Tracks API.
3.12. Google BigQuery
• Feature/Setting: Automate custom audience SQL queries and scheduled segment exports with Data Transfer API.
3.13. Airtable
• Feature/Setting: Automate filtered customer lists with "Views" and Webhooks/API for notification.
3.14. Microsoft Dynamics 365
• Feature/Setting: Automate dynamic marketing segments in "Customer Insights" module (Customer Segment API).
3.15. Oracle Eloqua
• Feature/Setting: Use "Segment Builder" with automated filters (Segment Membership API).
3.16. SAP Marketing Cloud
• Feature/Setting: Automate segmentation with "Segmentation Models" (Segmentation API endpoints).
3.17. SendGrid
• Feature/Setting: Use automated recipient list segmentation and custom fields via Marketing Campaigns API.
3.18. Drip
• Feature/Setting: Automate customer groups with "Tags" and "Segments" via People and Workflow API.
3.19. Omnisend
• Feature/Setting: Automate customer filter rules using "Segments" and trigger workflow emails (API endpoints for Contacts).
3.20. MoEngage
• Feature/Setting: Use "Dynamic Segments" and Event Triggers (Create Segment API).
3.21. Slack
• Feature/Setting: Automate notifications to marketing teams when customer segments update via "Incoming Webhooks".
3.22. Notion
• Feature/Setting: Automate segmentation views for marketing dashboards using "Database" API and filters.
3.23. Facebook Marketing API
• Feature/Setting: Push custom audiences from segments automatedly using "Custom Audience API".
3.24. Google Ads API
• Feature/Setting: Automate customer match uploads to audience lists for PPC targeting (Offline User Data Jobs).
3.25. Shopify
• Feature/Setting: Automate tag-based customer segmentation and marketing automation via Customer API and Flow App.

Benefits

4.1. Automates personalized marketing for increased engagement and conversions.
4.2. Reduces manual labor in audience creation, ensuring automatedly updated segments.
4.3. Automates multi-channel messaging for fusion campaigns with real-time targeting.
4.4. Enables actionable segmentation for retention, upsell, and customer loyalty automation.
4.5. Improves campaign ROI and tracks segmented campaign success via automation reports.