SALESmanago: Database Segmentation

Segmentation is the key to successful marketing campaigns and the basis of marketing automation.

It involves categorizing your contact database into smaller groups based on defined conditions. It helps create a well rounded customer profile and in turn target your contacts with relevant content at an individually adjusted time, using the best suited communication channel, which contributes to a higher client value.

Learn about your contacts’ customer value through average purchase and cart values, interests, online behavior and responsiveness to your campaigns, then use this information to create segments for the automatization of your operations.

If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Database segmentation is an essential element in the eCommerce industry. This is possible by identification and monitoring of particular contact's behavior, segmentation and dynamic one-to-one tailored content.

Segmentation of transactional data gives you an insight into your contacts' interests with an aim to:

• achieve more personalized recommendations and gain knowledge about a potential clients’ purchasing preferences,

• aptimize the deliverability and customization of campaigns,

• improve communication and customer experience.

Segmentation Matrices Wizard allows you to segment contacts based on their visits immediately after meeting the configuration conditions, whereas the ad hoc rule allows you to carry out a one-time segmentation of contacts, based on their previous visits in a specified time range.

Discover how to get the most out of marketing automation by introducing the principles of contact segmentation with the creation of your first segmentation rule.

If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

RFM Marketing Automation is the perfect solution for eCommerce, it will help you to successfully implement the customer value approach. Nowadays, marketing focuses on reaching the individual consumer. Mass campaigns do not yield the best results so maximized content personalization is required. To create an offer suited to your client's needs, we should learn more about their transactional tendencies and online behaviour.

RFM Marketing Automation enables highly detailed customer analysis to be conducted. Due to generating specific data, it is possible to distinguish regular customers from cyclic customers and customers that need to be re-engaged. This kind of distinction helps you plan a more efficient strategy. The primary goal is to identify the most active individuals and reward them for their activity and loyalty. We can contact the seasonal group at its highest activity and try to renew the relationship with those who purchase occasionally.

RFM Marketing Automation is an analytical dashboard that produces three categories of information about customer activity:

• Recency (Period from the last purchase) – who recently made a purchase. People who have recently bought your product or used our services are more open to a new transaction,

• Frequency (Frequency of purchase) – who and how regularly buys our products or uses our services. This information helps to predict the next transaction and define its regularity,

• Monetary Value (Monetary income) – who spends money more at a certain time. It helps to distinguish the most loyal and reliable customers.

The above data when analyzed together gives the client character ratio. It allows us to think ahead and predict users’ behavior and so act in advance.

Choose actions such as sending an email, web push or execute rule - among others - to target segmented customers directly from the panel.

Define the settings to best suit your company based on transactional data.

If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Properly prepared contact and sales management processes bring you a number of benefits, including:

• better informed customers,

• better understanding of your customers' needs,

• higher profitability.

Discover how to achieve these results and what opportunities and features tagging contacts in SALESmanago opens for you.

Learn how to run and manage advanced marketing campaigns and see, in practice, the application of tags for automation processes, email campaigns, mobile marketing and much more!

If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Dynamic Segments are advanced tools allowing you to create and update in real-time the groups of contacts that meet a given set of criteria including CRM data, behavioral and transactional data at a given moment.

Creating dynamic segments allows:

• automatic update of target groups without the need to manually generate data reports each time to select the appropriate contacts,

• managing multivariate data without external BI systems, IT support and or analytics,

• immediate and precise determination of the target group size for mass or automatic campaigns,

• detailed analytics showing changes in the size of selected segments over time.

Dynamic Segments creator enables the creation of advanced segments for contacts from given sources. It also allows you to combine with each contact any elements defining:

• visit source - UTM, referral, search, advert, email or direct,

• transactions data - products, amounts and dates,

• transaction source,

• transaction statistics,

• spent amount, number of transactions in at a time,

• tags,

• contact detail.

The number of elements is unlimited and you can combine them using the connectors and/or.

After saving criteria, the system analyzes the data and counts the number of contacts meeting the indicated criteria, giving a result immediately.

Counting of the number of contacts in a dynamic segment can be done:

• manually – using feature 'count', or 'save and count',

• automatically – at the moment of sending the campaign or running the automation rule, the system will automatically count the segment.

If you want to know more, please visit our support website or contact us via elearning@salesmanago.com