A Brief Guide To Audience Segmentation In Salesforce

Audience segmentation allows brands to better understand the needs of a specific customer base and align their email marketing strategies and messages to meet those needs. Segmentation also supports a brand’s goals around email personalization. Personalized emails can deliver 6x higher conversion rates compared to generic messages. So by combining segmentation with personalization, you can deliver better customer experiences, which means happier customers. Audience segmentation can also help you drive more sales, increase customer retention, build brand advocates and superfans, and gain a competitive advantage in a noisy, crowded world.

One of the easiest ways to simplify audience segmentation and make it work for your brand is with Salesforce Marketing Cloud (SFMC). This popular email marketing solution offers a set of easy-to-use tools, a rich and extensible data model, and powerful insights – everything you need to segment your audience and create more Bosnia and Herzegovina WhatsApp Number List email campaigns that target that audience. Hire a team of SFMC experts to help you manage your email campaign In this article, we discuss some of the key concepts of Salesforce Customer Segmentation (SFMC), as well as some of the time-tested SFMC segmentation best practices. If some of the information seems too technical to you, ask an SFMC specialist or developer for help.

How To Perform

Audience segmentation in SFMC 1. Understand the types of segmentation Salesforce customer segmentation (in SFMC) can be done based on: Demographics: age, income level, gender, etc. Behavior: buying habits, brand interactions, website visits, etc. Geography: continent, country, city, etc. Psychographics: interests, attitudes, values, lifestyle, etc. 2. Model your data Data modeling involves analyzing the relationships between data objects (subscribers) with other data objects such as orders, visits, and support cases. It provides a roadmap that connects the right data extensions and enables email marketing managers and SFMC specialists to make data-driven decisions related to audience segmentation.

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Apply data filters and run SQL queries There are two main methods for Salesforce customer segmentation in SFMC. Data filters and SQL queries. Some email marketers, particularly those with no prior knowledge of SQL. Find the data filters in SFMC Email Studio to be more intuitive. You can use these data filters to segment data with fields like country, close date, last name, and other attributes relevant to your brand. For large data sets or multiple data extensions, SQL queries are more suitable. Also, they are not limited to data fields in Email Studio. But the downside is that creating and executing queries requires advanced knowledge of SQL.

For A More Detailed

Description of data filters and SQL queries, see the next section. SFMC Data Segmentation Tools Here are 3 powerful SFMC data segmentation tools that email marketers. SFMC specialists should know about. 1. Data Filters At SFMC, a data filter is an easier way to segment your subscribers. To get , go to Email Studio. In the Subscribers dropdown menu, select Data Filters. Creating a filter means dragging one or more fields (drag and drop) to the filter creation window. For each field column, select the operator and value. Use the AND or OR operator to add multiple conditions. Example 1 : To create a new segment consisting of all subscribers whose last name is ‘Garrick’. Use the profile attribute ‘lastname’. Then set the operator to ‘equal to’ and the value to ‘Garrick’.

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