A segment is a dynamic collection of contacts which are grouped based on a specific criterion you set. Meaning that contacts that match this criterion will be automatically added to the segment and those that don't will be excluded from it automatically. You can create multiple Segments each with its unique set of criteria require unique marketing and unique customer relationships. For example, customers with multiple orders, customers with one order, customers who used a coupon, are all different segments that will give you insights about your business. Revamp also makes it easier by providing you with pre-built segmentation categories that help you classify your customers hassle-free.
Successful businesses know how to segment and how to do it right. Watch our video to learn more how Revamp CRM helps you segment your customers for more targeted marketing and for revenue growth.
Are ready-made sets of segments defined by different conditions and filters provided by Revamp CRM. They help you easily identify your Cart Abandoners, Inactive Customers and other important customer segments. Pre-built segments allow you to send the right message to the right customer, automate your marketing activities and increase your revenue.
All you need to do is to import your customer database and enjoy our immediate segmentation based on actual shopping, website, and email behavior. It’ll remain up to date in real-time so you’re always looking at the right set of customers.
Revamp CRM also enables you to create a new segment, other than the pre-built ones, with unique filters and condition. Check it out here.
Using pre-built segments
To find pre-built segments, go to Customers > Segments. From the drop-down menu, choose the type of segments to appear on screen as 'System' as shown in the image below. All the segments appearing on the page are the pre-built ones.
How To add segments:
Go to Customers > Segments
In Small Business plans, your list of segments will show you stats of Won Deals, Lost Deals and In Progress Deals of customers in that segment.
In eCommerce Online Store plans, your list of segments will show you stats of Total Orders Count, Total Orders Value & Revenue and AOV (Average Order Value) for that segment.
Add a New Segment from Scratch
To create a new segment, click on the green '+Add' button at the top of the page as seen in the image above. This will redirect you to the Contacts page. Here, you can use the Smart Filters to specify what you're looking for. For example, in the image below, we specified a score of 2 stars or more, Customers who have emails and Shopify, BigCommerce, and WooCommerce tag, clicked Apply, then click on Add Segment button next to search results. You can use Smart Filters to search through contacts by Tags, Score, Purchase Behavior and more.
Another Way to add a segment
You can also add a new segment from the Explore page directly. Go to Customers > Quick Segments and will go through the following steps:
1- Specify a certain time frame, or click All.
2- Choose whether to see customers who match all filters or any of the filters that will be selected later.
3- Start selecting from a list of filters, each filter has its own metrics, for example, you can select:
Customer City > Contains > Queens
Has Purchased Any Product > Equal > Yes
Order Amount Spent > Greater or Equal > 500
4- After specifying your criteria, click Apply.
The count of customers matching those filters will appear along with their Total Orders Count, Total Orders Value and AOV. Click Save Segment
5- Name your New Segment and set a reminder to interact with the customers in this segment. You can also choose a picture from
Revamp's unique avatars to be able to better recognize your segments.
6- Finally, if you go back to the Segments page, here's your new Segment created.
This video shows you how to:
- Segment. Create new customer segments
- Edit. Edit pre-built segments
- Filter. Filter segment search results
- Insights. Use insights to identify the revenue prospects of a segment
- Reminders. Set reminders to help you follow-up with a segment
Note: Pre-built Segments can't be edited or deleted. They will look like this: