Set Smart Segments

AsLearn anfrom administrator,this you can set Smart Segments that will be visible to all user of Meiro Business Explorer. article

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Tutorial: setSet the Smart SegmentsSegment

Available Smart Segments andgroups

Accesses needed

 

1. Tutorial: setSet the Smart Segments tabSegment

1.1 Create and fill the form

Click on the Create Smart Segment button.

Choose the Smart Segments name. If you will not choose the name your segment with stay unnamed. 

 Fill the form:

Name Your Segment:Segment (required)	Insert the name of your Smart Segment
Short Description:Description (required)	Insert the further specification of your segment
Position in group: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:Picture (required)	For each Smart Segment, you should choose the picture that will be visible in the Smart Segments tab.

 

1.2 Choose the attributes and conditions (mandatory)

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

1.3 Set export destinations (optional)

Set up destinations if you wish to export your Smart Segments.

Warning: Users will be able to clone Smart Segment and set export in the copied segment.

 

2. Available Smart Segments and setup suggestionsgroups

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 listed below, please contact Meiro team.

Smart Segment type	Example
Age group	Examples: 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	Examples:Social Social, Email Email, Search Search.
Customer interaction	Examples: Recently active (<once a week), Medium (<once a month), Drifting (<once a year).
Customer lifetime	Examples: Loyalist (>1 year), Regulars (1-2 months), Newbies (<30 days).
EDM engagement	Examples: Super engaged (>66 engagement score), Medium (33-65 engagement score), Fading (<33 engagement score).
Email subscription	Examples:Subscribed Subscribed, Not subscribed,subscribed Unsubscribed. Unsubscribed
Favourite device	Example: Desktop users,users Mobile users,users Tablet users.users
Location	Example: Big city (+1000 000), City (100 000- 1000 000), Villare/ Rural area (>100 000).
Mobile app engagement	Example: Super engagement (>66 engagement score), Medium (33-66 engagement score), Fading (<33 engagement score).
Permission to contact	Example:Yes Yes, No No, Unknown Unknown.
Source	Examples:Google Google, Facebook Facebook, Instagram Instagram.
Spending frequency	Example: Frequent spenders (>once a month), Active spenders (>once a year), Drifting spenders (<once a year).
Spending recency	Example: Most recent spenders (<30days), Medium spenders (1-6 months), Least recent spenders (>6 months).
Web engagement	Examples: Super engaged (>66 engagement score), Medium (33-66 engagement score), Fading (<33 engagement score).
Total spend	Example: Top Spenders (Highest 30%), Mid Spenders (Medium), Low Spenders (Lowest 30%).

 

 

3. AccessesPermissions needed

Please keep in mind that view and edit of Smart Segments will be dependent onon  accessespermissions that have been granted to the user:users:

"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.