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