Segmentation Guide | Create Smart Lists & Target Customers

Segmentation

Categorize your customers into custom and specific groups based on their interests, behavior, and position in the sales funnel to personalize messages, increase marketing campaign effectiveness, and ensure the highest conversion and sales rates.

Key Benefits and Features of Customer Segmentation

Precise Targeting & Customization

Sending the right offers to the interested audience only to increase open and engagement rates and avoid unsubscribes.

Hyper Personalization
Dynamic Smart Lists

Creating dynamic lists that update themselves automatically when any customer joins who matches the approved filtering condition.

Dynamic Updating
Classification by Behavior & Tags

Sorting customers based on tags, completed purchases, email engagement, or ad source.

Behavioral Tagging
Campaign Cost Reduction

Saving email and text message budgets by rejecting random broadcasting and directing campaigns precisely to targets.

Cost Efficiency

Locations and Steps for List Segmentation Within the Platform

You can classify and segment customers through the two designated locations within the platform:

Location 01: Contacts Section (Contacts ➔ Smart Lists): Go to Contacts, click on More Filters, specify segmentation conditions (such as Tag, activity, or a specific field), then click Save as Smart List to display it as a ready list at the top of the screen.
Location 02: Automated Workflows (Automation ➔ Workflows): Go to Automation and create a custom workflow; make the trigger customer behavior (such as form submission), then add an Add Tag action to classify and move the customer to the target list automatically.
Step 03: Recalling the List in Campaigns: When sending any email or SMS campaign from the Marketing section, select the pre-configured smart list to route the message to it with a click of a button.

Frequently Asked Questions (FAQ) About List Segmentation

What is the difference between a normal list and a smart list?

A smart list updates itself automatically and adds any new customer who matches the filter without manual transfer.

Can customers be filtered based on form answers?

Yes, the filter section allows you to filter customers according to the answers of custom fields they entered in surveys.

Can a customer belong to more than one list at the same time?

Yes, a customer can hold multiple tags and thus appear in more than one smart list according to specified conditions.

How does segmentation help in retargeting campaigns?

You can extract a formatted list of customers who didn’t complete a purchase and send them a special offer via SMS or email to increase sales.

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