#lifecycle

Thread

Mary Green (Owner CMAweekly) May 30, 2023 at 02:47 PM

I really like the idea of segmentation for sending communications. I think that’s the best way to motivate customers to take action. That being said, what data points do you use for segmentation? I know Irwin has been doing a LinkedIn post each week and has shared his, I’d love to see what others have.

Kevin Bendixen May 31, 2023 at 05:55 AM

We’re a B2B company. We segment by language/country, user role, purchased features and some lifecycle stages. I’m planning to start using product usage more often as a way to segment different groups in the future

Melissa DiBernardo July 20, 2023 at 06:28 PM

We assign all "active" customers into a contact role. The options are - sys admin, process owner, exec, IT. That's our baseline. Then, we use job role which is a drop down that account managers can select from (HR, Training, etc), location, products purchased, company size. I'm with Kevin re: segmenting based on product usage in future. #dreams