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.


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