SEGMENTATION GUIDE

Maximize the impact of your messages with our Segmentation Guide. Learn how to strategically segment your audience using Springbig’s powerful tools, ensuring your messages reach the right people at the right time through the right channels.

ACCESSING RECIPIENT FILTERS

For each campaign you create, by default you will send to all of your customers unless you use recipient filters. To access these filters from the campaign or autoconnect creation page, click recipient filters.

Note: Many of the recipient filters are customizable. To customize them, on the navigation tab on the left, click settings > groups and select the corresponding filter you would like to edit/customize.

Note: The parenthesized number that appears under recipient filters represents how many people are in your selected target audience.

As you select which filters you would like to apply, this number will change to reflect how many people are in your audience.

LOCATION-BASED FILTERS

Location-based filters can help retailers segment customers by location, which is useful when running location-specific specials or events, or making location-specific announcements. These may be especially helpful to retailers with several locations and a mix of medical and recreational locations.

LOCATIONS

Filters customers based on the location or locations where they’ve shopped, or been associated with.

AREA CODE

Filters customers based on their area code.

ZIP CODE

Filters customers based on their zip code.

PRIMARY LOCATION

Filters customers based on the primary locations they’ve indicated in their wallet.

ENGAGEMENT-BASED FILTERS

Engagement-based filters allow retailers to filter customers based on their engagement with the store. These filters can be useful when looking to target customers who have shown (or haven’t shown) a certain amount of interest in your store as a whole, or in specific campaigns that you’ve run.

DAYS SINCE LAST VISIT

As opposed to visit recency, days since last visit filters customers base on how long it has been since their last visit, and therefore targets customers who fall on or outside the selected number of days. Select between a range of days as short as 1 day and as long as 6 months since a customer’s last visit.

VISITING TOTAL

Filters customers based on how many times they’ve visited. Click add sub filters to select a date range for the filter to apply to.

CLICKED ON CAMPAIGN

Filters customers based on whether they’ve clicked any links within the past campaign.

CAMPAIGN ENGAGEMENT FILTER

The campaign engagement filter allows retailers to filter customers based on how many times they clicked previous campaigns or visited after them.

For example, if you were to select the member clicks (1/5) filter, you would be targeting customers who clicked on only 1 of the last 5 campaigns that they received. If you were to select member visits (3/5) filter, you would be targetin customers who visited after 3 or 5 of the last campaigns you sent.

Note: You can always create new filters or edit existing campaign engagement filters that cover a wider range of your previous campaigns. To do this, in the settings dropdown click groups then click campaigns.

VISIT RECENCY FILTER

The visit recency filters customers based on whether they’ve visited within a certain time period. For example, you’ll be able to group customers who have made a purchase within the last 7 days, 30 days, between 31 and 60 days ago, and so on. To make edits to existing visit recency groups, or to create your own visit recency groups, start by opening the settings dropdown menu from your Springbig dashboard, then click on groups to open your groups page.

To make changes to your visit recency options: click to open the drop down menu from your groups page.
To update an existing visit recency group: simple click on edit.
To remove a visit recency group from your list: click on the x to delete the segmentation option.
To add your own option: simply click the new visit recency segment option and create your own.

EMAIL ACTIVITY FILTER

The email activity filter allows retailers to filter customers based on how many of the previous emails they’ve opened, and if they’ve opened, not opened, received, or not received a certain email. Therefore, the email activity filter will consist of 5 subfilters:

Email opens
Email received
Did not receive email
Opened email
Did not open email

Note: You can edit the email opens subfilter to encompass more or less of your previous emails by going to the settings dropdown and clicking groups > email opens.

PURCHASE-BASED FILTERS

Purchase-based filters allow retailers to filter customers based on their purchase history. These filters are extremely powerful and can be used to run targeted campaigns to customers who have purchased, for example, certain brands or categories, or who have proven to spend above a certain amount each time they visit. Using these filters to run product or category specific campaigns to high spenders can boost sales greatly and yield extremely high ROIs.

AVERAGE SPEND

Filters customers based on their average spend. Click add sub filters to select a date range for this filter to apply to.

SPENDING TOTAL

Filters customers based on the total amount they’ve spent. Click add sub filters to select a date range for this filter to apply to.

BRANDS

Filters customers based on a specific brand they’ve purchase in the past. Click add sub filters to select a date range for this filter to apply to, and to further filter based on the amount spent on said brand.

CATEGORIES

Filters customers based on specific category they’ve purchased in the past. Click add sub filters to select a date range for this filter to apply to, and to futher filter based on the amount spend on said category.

ORDER TYPE

Filters customers based on the specific order type they’ve made in the past including in-store, online, delivery, and pick-up. Click add sub filters to select a date range for this filter to apply to.

DISCOUNTS

Filters customers based on whether they fall into a specific discount group. To create a discount group, go to settings > groups > discounts and click new discount.

CUSTOMER INFORMATION FILTERS

Customer information filters allow retailers to filter customers based on customer-specific information. These are helpful when looking to send more personalized messages for events like customer birthdays and loyalty anniversaries, or when targeting customers based on certain attributes such as their interests.

CARRIER

Filters customers based on their cell carrier including AT&T, Verizon, and T-Mobile.

PIN CODE STATUS

Filters customers based on whether or not they’ve set up their pin code.

INTERESTS

Filters customers based on interests they’ve indicated within their customer profile.

JOIN DATE

Filters customers based on when they joined your program.

BIRTHDAY

Filters customers based on their birthday.

GENDER

Filters customers based on their gender.

MED / REC

Filters customers based on whether they’re medical or recreational customers.

POINT BALANCE

Filters customers based on their point balance.

OTHER FILTERS

CUSTOMER GROUPS

Create customer groups and use them to filter customers. To create a custom group go to settings > groups > custom groups and click new custom group.

NEXT VISIT TIME

Filters customers based on their predicted next visit time (not the day). After a customer visits 3 times, this filter can attempt to predict the time of their next visit, which is useful for targeting customers with deals, offers, or general information pertaining to a specific time frame.

MISC.

Additional filters including customers with no birthday, no email, and no interests. Useful for targeting customers lacking vital information and prompting them to add it to their account.

EDITING AND ADDING EXTRA FILTERS

To edit and add additional filters, go to settings > groups. Here you’ll be able to see all the recipient filters which you can edit and add to.

To do this, select the specific recipient filter you would like to edit or add to, then click new ___ to add a new filter, or click edit on an existing one to edit it.

Some filters, such as locations, require assistance – reach out to your point of contact at Springbig in this case.

Add Example: To create a new custom group, click on the custom groups dropdown, click new custom group at the bottom of the dropdown, then enter the name of your new group.

Edit Example: To edit an email opens filter, click the email opens dropdown and select the edit button next to the group you want to modify. Then enter your new parameters and click close.