26.06.23 Use CRM segments in web send

Summary

Build the customer groups you want from the customer data stored in CRM, and use them as recipients right away.

Put your customer data to work

Customers differ in what interests them and how they behave, so sending everyone the same message is not effective.

Bizgo CRM now lets you create and manage segments based on customer data. You can use a segment directly in web send, which makes precise, targeted messaging possible.

Key features

Build customer groups on the conditions you want

Create a range of customer groups from your customer data fields.

For example, you can build segments like these:

• Recently joined customers
• Customers who bought a particular product
• Customers in a particular region
• VIP customers

Use them as web send recipients

Pick the segment you created right in the audience step of web send.

No exporting or uploading customer data — you send against the latest customer information.

CRM field variable mapping

Use customer data as message variables.

For example, customer name, company, or product purchased can be inserted into the message automatically for a personalized send.

Try it like this

• Welcome messages for new sign-ups
• Event announcements for VIP customers
• Tailored messages by product purchased
• Regional promotion messages

Put your customer data to work and try personalized communication.