Customer Relationship AutomationPurpose
1.2. Automating the grouping of customers based on behavior, preferences, and interactions enables higher conversion rates and personalized messaging.
1.3. Automated segmentation allows marketers to automate campaign launches, product offers, and loyalty incentives to specific customer micro-segments.
Trigger Conditions
2.2. Completion of purchase or update to order history triggers segmentation automation.
2.3. Engagement metrics change (opens, clicks, social interactions) automatic trigger.
2.4. Automated periodic checks (nightly, weekly) for data recategorization.
Platform Variants
• Feature/Setting: Automate segment creation via “Auto-Tag Contacts” in Audience dashboard; use Tag API to programmatically assign tags.
3.2. Klaviyo
• Feature/Setting: “List & Segment Automator”; configure dynamic segment rules via Klaviyo API /v1/lists/YOUR_LIST_ID/segments.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Use “Data Extensions” and “Automation Studio” for scheduled segmentation; leverage REST API /contacts/v1/segments.
3.4. HubSpot
• Feature/Setting: Automated list segmentation via Workflows; configure “List Membership” trigger and use CRM Segmentation API.
3.5. ActiveCampaign
• Feature/Setting: Automate segmentation using “Automations” to apply tags/fields; use API endpoint /api/3/segments.
3.6. SendGrid
• Feature/Setting: Use “Marketing Campaigns Segmentation”; configure via Marketing Campaigns API /v3/marketing/segments.
3.7. Twilio Segment
• Feature/Setting: Configure automated audience builder, connected to “Traits” updated via Segment Personas API.
3.8. MoEngage
• Feature/Setting: Automate Smart Triggers using Customer Segmentation; set up via MoEngage Segments API.
3.9. Omnisend
• Feature/Setting: Automated segment builder in Audience section; configure dynamic rules and use Omnisend Segmentation API.
3.10. Braze
• Feature/Setting: Automate user segmentation using “Segments” dashboard; utilize REST endpoint /users/segment.
3.11. Iterable
• Feature/Setting: Dynamically automate list segmentation; create/update via Segments API v1/segments.
3.12. Zoho Campaigns
• Feature/Setting: Automated segmentation workflow builder; leverage Contacts API and Dynamic Segment configuration.
3.13. Constant Contact
• Feature/Setting: Automate tagging/segmenting via “Active Lists”; use Segments API /v2/contacts.
3.14. Eloqua
• Feature/Setting: “Segment Members” managed in Program Canvas; use REST API /assets/segment.
3.15. Freshmarketer
• Feature/Setting: Smart Segment automator; configure via Lists API/mailing/segments.
3.16. MailerLite
• Feature/Setting: Automated Segments with Behaviour Triggers; access using Segments API.
3.17. Benchmark Email
• Feature/Setting: Automator for Segmented Lists; workflow module plus List Segmentation API.
3.18. Dotdigital
• Feature/Setting: Segment builder using Advanced Segment Filters; enable via Contacts API.
3.19. Customer.io
• Feature/Setting: Automated Segmentation triggered by customer attributes; update dynamically via Segments API.
3.20. Pardot (Marketing Cloud Account Engagement)
• Feature/Setting: Dynamic Lists/Segmentation Rules; automate via Automation Rules API.
Benefits
4.2. Enables automated, highly-targeted campaigns for increased engagement.
4.3. Automation ensures real-time adaptation to customer behavior shifts.
4.4. Centralizes data and automates holistic segment tracking.
4.5. Drives revenue via automatedly optimizing audience targeting and campaign timing.