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Setup guide: Smart Segments

Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team.

Set Smart Segments in the Setup/ Smart Segments tab that will be visible to users in the Segments/ Smart Segments tab.

Learn from this article:

Set Smart Segments

Available Smart Segments groups

 

1. Set Smart Segments

Click on the Create Smart Segment button.Choose the Smart Segments name. If you will not choose the name your segment will stay unnamed. 

create-smart-segment.png

Fill the form:

Name Your Segment (required) Insert the name of your Smart Segment
Short Description (required) Insert the further specification of your segment
Position in group (required) Smart Segments are groups 3 for the same attribute in one row. You can choose if this segment will appear as first, second or third. 
Choose Picture (required) For each Smart Segment, you should choose the picture that will be visible in the Smart Segments tab.

 

segments-settings.png

Choose the right attributes and conditions and click on the Save Conditions button. 

choose-conditions.png

 

2. Smart Segments groups

Below you can find segments that are currently possible to set as a smart segment. 

Remember: Please keep in mind that setting particular segments depend on your customer database and available events/ attributes. If you need any other segment that is listed below, please contact the Meiro team.

Smart Segment type

Example

Age group

Age-Group.png

The Silent Generation (1926-1945)

Baby Boomers (1946-1964)

Generation X (1965-1979)

Xennials (1975-1985)

Millenials (1980-1994)

Generation Z (1995-2012)

 

Channel preference

 

channel-preferences.png

Social

Email

Search

Customer interaction

customer-interaction.png

Recently active (<once a week)

Medium (<once a month)

Drifting (<once a year). 

Customer lifetime

customer-lifetime.png

Loyalist (>1 year)

Regulars (1-2 months)

Newbies (<30 days)

EDM engagement

edm-engagement.png

Super engaged (>66 engagement score)

Medium (33-65 engagement score)

Fading (<33 engagement score)

Email subscription

email-subsription.png

Subscribed

Not subscribed

Unsubscribed

Favourite device

fav-device.png

Desktop users

Mobile users

Tablet users

Location

location.png

Big city (+1000 000)

City (100 000- 1000 000)

Villare/ Rural area (>100 000)

Mobile app engagement

mobile-app-eng.png

Super engagement (>66 engagement score)

Medium (33-66 engagement score)

Fading (<33 engagement score)

Permission to contact

permission-to-contact.png

Yes

No

Unknown

Source

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Google

Facebook

Instagram

Spending frequency

spending-frequency.png

Frequent spenders (>once a month)

Active spenders (>once a year)

Drifting spenders (<once a year)

Spending recency
recency.png

Most recent spenders (<30days)

Medium spenders (1-6 months)

Least recent spenders (>6 months)

Web engagement

web-engagement.png

Super engaged (>66 engagement score)

Medium (33-66 engagement score)

Fading (<33 engagement score)

Total spend

total-spend.png

Top Spenders (Highest 30%)

Mid Spenders (Medium)

Low Spenders (Lowest 30%)

 

 

3. Permissions needed

Please keep in mind that view and edit of Smart Segments will depending on  permissions that have been granted to the users:

Permission What it allows
Segment Create Will allow the user to copy Smart Segment to My Segments and edit it further there.
Segment Insight Will allow the user to see the Insights tab for each Smart Segment.
Segment Export Will allow the user to set export destinations for Smart Segment after it has been copied to My Segments.
Customer Detail Will allow the user to see Customer Detail tabs for Smart Segments.
Smart Segment Will allow the user to edit the Smart Segments tab. 

 

Learn more: To learn more about user roles please refer to this article