Understanding Segmentation in ZEPIC

Segmentation is a key part of marketing where you split your customers into different groups based on certain traits. This helps businesses like yours send specific messages to each group, making your communication more effective and boosting sales.

ZEPIC provides powerful segmentation and makes it easy for marketers to create and handle these segments. 

How to create a Segment in ZEPIC

With ZEPIC, creating segments is a breeze thanks to its easy point-and-click solution. Marketers no longer need to depend on IT teams or struggle with complicated SQL queries. You can simply add the conditions you need, like AND/OR criteria and specific filters, to pinpoint your target audience. This gives marketers the power to analyze data on their own and craft precise segments for effective messaging strategies. To create a segment, follow the below steps:

1. Navigate to the Segments icon from the left nav bar and click on the button

   
   

2. Provide a Segment Name and a Description. For example, you may want to create a segment of customers who have abandoned their carts in the past 3 months
   
   

3. Select the relevant Object. In this case, we would select the Contacts Object.
   
   

4. Next, specify the conditions. You can segment by property, custom events, form submissions, page visits, Email and WhatsApp activities, and Flow events.
   
   

5. In our case, it would be custom events, add to cart, not purchased in the last 90 days
   
   
   
   
   

6. Preview the segment that you have created, and click on Save.
   
   

7. Your segment is now ready for use in your marketing campaigns.
   
   

What Can Be Segmented:

1. Properties in Objects

   1. Contacts Object: Use data from Contacts Object to segment your customers based on different attributes. For instance, you can create segments for customers who have shared their email addresses (Contact Email is not empty) or are located in specific countries (Contact Country is the United States). With AND/OR conditions, you can mix and match multiple criteria, such as focusing on customers from the United States who have also provided their email addresses. This flexibility allows you to tailor your segments precisely to your marketing needs.
      
      
      

   2. Orders Object: Similarly, use data from the Orders Object to segment customers based on their purchasing behavior. For example, you can create segments for those who have placed orders within a specific period (the Date is within the last 30 days) or have bought particular products (Order Product is Product X). By combining multiple conditions, you can precisely target customers who purchased Product X within the last 30 days. 
      
      

2. Website Activities: With this filter, you can segment customers who have interacted with your website. For example, users who visited specific pages on your website multiple times within the last 7 days (Page Visits in the Last 7 Days > 3). This segment indicates a high level of interest in those pages or topics.
   
   
   

3. Custom Events: Segment customers who have added items to their cart but have not completed the purchase (Add_to_Cart performed and Order_Placed not_performed). Target this segment with personalized reminders, incentives, or limited-time offers to encourage them to finalize their purchase and reduce cart abandonment rates.
   
   
   

4. Form Submissions: You can segment customers based on the different forms they have submitted on your website. For example, if there are multiple forms on a web page, simply enter the form ID/form name, to filter out contacts who have filled a particular form.
   
   
   

5. Email Events: Create segments based on email events such as emails sent, opened, clicked, or bounced. For instance, you can create a segment for customers who opened a specific email campaign (Email Event is Opened and Email Campaign is Campaign X) or those who clicked on a particular link (Email Event is Clicked and Email Link contains "SpecialOffer").
   
   
   

6. WhatsApp Events: Similarly, segment customers based on WhatsApp events like messages delivered, read, replied to, etc. For example, create a segment for customers who received a welcome message via WhatsApp (WhatsApp Event is Message Delivered and Message Content contains "Welcome") or those who replied to a survey question (WhatsApp Event is Message Replied and Message Content contains "Survey").
   
   
   

Example Segments that you can try next:

• Target First-Time Purchases: Welcome new customers with special offers or recommendations based on their initial purchase. Nurture them through the onboarding process to encourage repeat business.
  
  

• High-Value Customers: Identify and reward customers with high lifetime value by offering exclusive promotions, loyalty rewards, or personalized experiences.
  
  

• Seasonal Shoppers: Identify customers who make purchases based on seasonal trends or occasions (e.g., holidays, back-to-school, summer/winter seasons). Create targeted seasonal campaigns with relevant product offerings, themed promotions, and holiday-specific discounts to capitalize on seasonal buying behavior and drive sales.
  
  

• Recovering Abandon Cart Customers: Target customers who left items in their cart without completing the purchase. Send personalized reminders or offers to encourage them to complete their order.
  
  

• Inactive Customers: Re-engage customers who haven't interacted with your brand or made purchases recently. Use personalized offers, incentives, or reminders to reignite their interest and encourage them to become active again.