How to Create Segments for Customized Marketing Campaigns

It’s believed that a business grows with customer base expansion, and this proves to be true if you give undivided attention to each customer. Otherwise, they will turn into a passive shopper after some time, which is why sending personalized emails at the right time is important.

Automizely Marketing lets you create segments so that you can drop one-size-fits-all strategy behind and make your marketing campaigns successful. It’s a no-brainer that customized and relatable emails strengthen your relationship with subscribers and also boost brand equity.

👨‍💻 Step 1: Create segments

Log in to your Automizely Marketing account > Go to the ‘Contacts’ section and choose the first option: ‘Segments & lists’

You'll see 7 segments saved by default, so see if you want to use them or not. In case of 'No', tap on the ‘Create segment’ option > Give your segment a name and set filters as per your requirements


Click on the ‘Save’ button

Once your segment is saved, you will be able to see how many members it contains and how much they have spent (in real-time) on an average. It will tell you about the importance of each segment, which, in turn, will empower you to take better actions.

📧 Step 2: Reach the email inbox of your segmented subscribers

Again, go to the ‘Segments’ option of the ‘Contacts’ section > Choose any one of your created segments and click on the 'Mail (✉️)' icon.


Now, one window will appear asking you to choose a newsletter template, so select the one that you feel can do the trick.

After this, you will be redirected to the ‘Settings’ tab of your chosen newsletter template > Fill up all the information in the given sections — ‘Campaign name,’ ‘Email subject,’ and ‘Sender info’ — and choose the ‘Segment’ option of the ‘Send to’ section to select your created segment.



You can also exclude certain segments from your email by simply selecting the relevant segment under 'Don't send to' option.

Now, explore options of the ‘Content’ and ‘Style’ tabs to customize your newsletter for a better open rate.

Check everything for one last time and then send or schedule your email as per your campaign plan.

Voilà! It’s done 🤟

What do the default segments mean?

❤️ VIPs: This segment will have those customers who have subscribed to receive email notifications and done shopping over 5 times.

💰 Repeat buyers: This segment will have those customers who have subscribed to receive email notifications and done shopping at least once.

🛍 Win-back opportunities: This segment will have those customers who have subscribed to receive email notifications and done shopping on more than 5 occasions. However, they are now inactive and haven’t placed a single order in the last 180 days

💸 Pricing sensitive buyers: This segment will have those customers who have subscribed to receive email notifications, but haven’t placed a single order without using a discount coupon yet.

🙅‍♀️ Unengaged: This segment will have those customers who have subscribed to receive email notifications, but haven’t shown any interest in the last 5 emails dropped by you.

📧 Engaged: This segment will have those customers who have subscribed to receive email notifications and opened at least 2 out of 5 emails dropped by you. Also, they have clicked the CTA button at least once while checking out your emails.

💤 Churn: This segment will have those customers who have subscribed to receive email notifications and also done business with you in the past. However, they have neither placed an order in the last 180 days nor opened your emails.

In case you need help regarding the segments, drop our chat support team a message now

Updated on: 06/12/2022