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.
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Learn from this article: |
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.
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. |
Choose the right attributes and conditions and click on the Save Conditions button.
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.
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Smart Segment type |
Example |
Age group
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The Silent Generation (1926-1945) Baby Boomers (1946-1964) Generation X (1965-1979) Xennials (1975-1985) Millenials (1980-1994) Generation Z (1995-2012)
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Channel preference
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Social Search |
Customer interaction
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Recently active (<once a week) Medium (<once a month) Drifting (<once a year). |
Customer lifetime
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Loyalist (>1 year) Regulars (1-2 months) Newbies (<30 days) |
EDM engagement
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Super engaged (>66 engagement score) Medium (33-65 engagement score) Fading (<33 engagement score) |
Email subscription
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Subscribed Not subscribed Unsubscribed |
Favourite device
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Desktop users Mobile users Tablet users |
Location
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Big city (+1000 000) City (100 000- 1000 000) Villare/ Rural area (>100 000) |
Mobile app engagement
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Super engagement (>66 engagement score) Medium (33-66 engagement score) Fading (<33 engagement score) |
Permission to contact
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Yes No Unknown |
Source
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Spending frequency
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Frequent spenders (>once a month) Active spenders (>once a year) Drifting spenders (<once a year) |
Spending recency |
Most recent spenders (<30days) Medium spenders (1-6 months) Least recent spenders (>6 months) |
Web engagement
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Super engaged (>66 engagement score) Medium (33-66 engagement score) Fading (<33 engagement score) |
Total spend
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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.