About contact segmentation

Learn how you can group and manage your contacts into categories on Wajooba.

Contact segmentation enables you to group your contacts based on their stage in the sales process. By using categories, you can easily track and manage your prospects, identify your most valuable customers, and tailor your marketing efforts to meet the specific needs of each group.

In addition, grouping your contacts can also help you track other important metrics. For example, labelling contacts as Attendees allows you to monitor attendance and participation in events, while labelling contacts as Donors enables businesses to track donations and donor behaviour.

Email and SMS subscribers can also be segmented, enabling you to monitor subscription lists and target specific groups with relevant content. Finally, labelling members can help businesses identify their most loyal customers and tailor rewards and promotions to keep them engaged.

With the available grouping options, you can gain valuable insights into your customers and prospects, streamline their sales process, and make data-driven decisions that drive growth and revenue. Whether you're just getting started with contact segmentation or looking to take your strategy to the next level, there's no denying the power of this essential tool for you and your business.

We’ll help you know more about contact segmentation.

Contact segments

Here’s a quick guide to help you get familiar with the contact labels.

Contact Segments Description
Leads These are potential customers who have expressed interest in your business or product but have not yet made a purchase. This helps you store their contact information and engage with them through targeted marketing efforts, in order to convert them into paying customers.
Subscribers These are individuals who have opted-in to receive emails or text messages from your business. The concept behind subscribers is to build a list of individuals who have shown interest in your brand and to use this list to send targeted marketing messages and promotions.
Customers These are individuals who have made a purchase from your business. This helps you provide excellent service and build a loyal customer base through repeat purchases and positive reviews.
Donors These are individuals who have made a donation to your organization or cause. You can engage with them on a regular basis, show appreciation for their support, and provide updates on how their donations are being used.
Attendees Attendees registered to attend an event hosted by your business or organization. This helps you provide them with a positive experience at the event, and to follow up with them afterwards to thank them for attending and to offer future event opportunities.
Members Members are those who signed up for a course or class membership to your business or organization. This helps when you want to give them exclusive benefits and perks, as well as to engage with them on a regular basis through targeted content and promotions.
Staff Staff is the part of an organization that works along with the admin and the owner of the business to execute tasks e.g. Manage Courses, Classes, Events, CRM, and more.

Multi-segmented contacts

A contact can have multiple segments assigned to them, depending on their interactions with the business. For example, a person who has attended a company event may be segmented as both an attendee and a customer, especially if they have made a purchase at the event. Similarly, a person who has subscribed to the company's email list and has made a donation may be segmented as both a subscriber and a donor.

Another scenario where multiple segments apply is in a membership-based business model. For instance, a person who is a member of a gym can be labelled as both a member and a customer. If the gym offers paid classes or training sessions, the member can also be segmented as an attendee or a lead if they express interest in signing up for future classes.

Assigning multiple segments to a contact can provide more accurate data about their engagement with the business and help segment the audience for targeted marketing campaigns. It also helps you streamline communication and facilitate customer relationship management by providing a clearer picture of a contact's history with the business.

How contacts are assigned to segments

Contacts are assigned to segments based on their activity with your business. For example, if a contact is initially categorized as a lead and eventually makes a purchase, they will be re-segmented as a customer. 

This allows you to better understand and target your contacts based on their behaviour and level of engagement. Contact segmentation can help you make more informed decisions about your marketing and sales strategies, ultimately leading to more effective communication and increased customer retention.

Created by: Paul Romuel Danila

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