The setup of a segment includes:
Segments are grouped into different segment types. Within each segment type, you can create different segments based on the target audience (for example, Active Customers, Lapsed Customers etc.)
The segment types are defined as follows:
Program: This includes all the available contacts in your CRM system. They are leads, customers and members. Within this segment type, you can create segments: new accounts and all accounts.
Leads: This includes all the contacts in your CRM system who are yet to make transactions with your business. They are added to your database when you capture their information. Example: You obtain details about an individual through the Registration application. Within this segment type, you can create segments: all leads and new leads.
Customers: This includes all the contacts in your CRM system who have made at least one transaction with your business. Within this segment type, you can create segments such as active customers, lapsed customers, inactive customers etc.
Members: The contacts in this type are those who have signed up for the loyalty program of the business. The contacts include those who are yet to make any transaction and who have made transactions with the business. Within this segment, you can create segments such as active members, lapsed members etc.
Employees: This includes all the employees of your business. This can be leads, customers or members.
We recommend you having a standard name format that is relevant to you so it will help you easily find and view the segment when you need to.
For example: A simple format could be <Template Name>_<period/year>_<country> that will give a segment: “Active Cust_2019_UK” or “New Leads_May2019”.