7 Key Segments to Set Up [Onboarding Guide]

Contacts is where all your customer data lives. Within that database, you can create segments of your customers to then send personalized messages to which can improve engagement and increase sales.

To help you get started, we’ve compiled the top 7 essential segments to build in your CRM so you can get the most out of this feature.

General Steps:

1. Find the Contacts icon on the left-hand menu

2. Click [Advanced Filter]

3. Search the variables listed below in each section

4. After setting the variable, click [Search]

5. Click [Save Segment]

6. Set a name and you're done!

1. VIP

VIPs are your most valuable customers because they are loyal and generate a large portion of your revenue. You can reward VIPs with exclusive offers or early access to make them feel appreciated and encourage continued engagement.

How you define a VIP will depend on you and your customers.

Steps:

1. Search 'Total order price' > set to a value you decide is a high amount. Click [Apply]. (For ex: is greater than or equal to 200).

2. Search "Total order count > set to a value you decide is a high amount. Click Apply. (For ex: is greater than or equal to 2).

2. First Time Visitor

First-time visitors represent potential new customers and its important to create a strong and warm first impression and guide them toward their first purchase.

Steps:

1. Search 'Total sessions'

2. Set [is] '1' and click [Apply]

3. Purchased Customer

Customers who have made a purchase are already invested in your brand. Following up with them with product recommendations or a thank you helps build trust and encourages repeat business.

Steps:

1. Search 'Total order count'

2. Set [is greater than or equal to] '1' and click [Save]

4. No Purchase

These customers have visited your website and looked around, but haven't made a purchase. You can re-engage these customers by offering discounts and highlighting product benefits to help them move closer to making a purchase.

Steps:

1. Search 'Total order count'

2. Set [is] '0' and click [Apply]

5. Cart Abandonment

Customers who have items in cart but haven't purchased are the closest to purchasing. Reaching out to these customers with reminders or discount incentives can help recover lost sales and boost conversion rates.

Steps:

1. Search 'Items in cart'

2. Set [is greater than or equal to] '1' and click [Save]

6. Ordered in the Last Month

Engaging with recent customers keeps your brand top of mind and builds momentum for repeat purchases. This segment is perfect for sharing follow-up recommendations and introducing loyalty programs.

Steps:

1. Search 'Last Ordered'

2. Enter '30' days click [Apply]

7. Purchase >=3

Customers with three or more purchases clearly love your brand and have potential to become a VIP. By nurturing this group with exclusive rewards you can turn them into brand advocates.

Steps:

1. Search 'Total order count'

2. Set [is greater than or equal to] '3' and click [Save]

Conclusion

Segmentation is a powerful tool to help build stronger relationships with you and your customers which can drive sales. These 7 basic segments can help you get started on creating personalized campaigns that engages with your site visitors.

If you’re looking for more inspiration or have any questions about setting up segments, our team is here to help. Chat with us anytime—just click the button in the right hand corner!