Leverage real-time data to create groups of individuals that automatically move in and out of the dynamic segments as they meet (or fail to meet) the defined criteria.

REQUEST DEMO

Dynamic Customer Segmentation

  • Create segments automatically by account types: Leads, Customers, Members (Loyalty), and Employees
  • Easily create segments that get updated in real time based on: demographics, location, sales, loyalty and marketing engagement
  • Select from pre-defined templates (based on most common segments used by businesses) to get you started quickly or create your own templates
  • Easily choose what data to download from segments like customers demographics, transactions, or summary

Create Static Lists From Historical Data

  • Upload customer data from files into static lists
  • Generate lists directly from your CRM of customers who met a certain criteria on a particular date