Segment Customers and Prospects

 LimeLight CRM Support 

February 16, 2018 21:57

Market Segmenting is a way for you to understand your customers purchasing behavior by dividing your customer and prospect base into into groups, or segments, based on different characteristics. This will help identify less satisfied segments of customers, and also ensure customer retention by nurturing the relationship. The segments created are composed of customers that share traits such as similar interests, needs, or locations.

How to create your segments:

To create a new segment, you will need navigate to the Actions drop-down menu and select "New Segment". This will bring you to the Segment List Builder where you will need to create a name for your segment list, and then start creating your list by selecting your conditions. You also have the option to add "groups" within your segment lists as shown in the illustration below.



You have the ability to add up to a total of nine (9) conditions, and five (5) groups within each segment list. The groups will allow you to show options for your lists such as I want to see customers that purchased product A OR customers that purchased product B. Below is a list of the available conditions to choose from for your lists.

Auto Processing Settings:

In order to use the Auto Processing Settings, you will need to first configure your Auto Responder Profile within Settings > Providers. After you configure your Auto Responder profile, you can then move on to add the provider to your segments.

Within your Segmented List Builder is where you will configure the Auto Processing Settings. Once you select the Auto Responder Profile, the lists and segments that you have configured within your auto responder terminal (MailChimp, ActiveCampaign) will populate. The list and segment information is synced directly from your provider into Limelight once you select the Auto Responder Profile.

To create your lists, you will need to do so within your MailChimp or ActiveCampaign terminal. For further instruction on how to configure, please visit our MailChimp and ActiveCampaign documentation.

The segments that you create within your Segmented builder will then be sent to your Auto Responder.

Use Cases and Examples:

Lets say you want to see a list of customers in the state of Florida that cancelled their order within their trial period. Your list would look like this:

Lets say you want to see a list of prospects in campaign 107 that opted into your site but didn't purchase. Your list would look like this:

As a business owner, I want to view a list of customers that purchased product 477 this month in the country of Canada. Your segment list would look like:

Additional Notes:


To refresh your segment list, you will need to just click on "run segment" as shown in the illustration below.

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