How Can I Segment Customers By Custom Properties I’ve Added To Their Profiles?

Segmenting customers by custom properties you’ve added to their profiles allows for highly personalized and targeted marketing campaigns. Here’s how you can do it on several popular email marketing platforms:

Using Mailchimp

1. Log in to Mailchimp:
   • Access your Mailchimp account.
2. Navigate to Audience:
   • Go to the “Audience” section.
3. Create a New Segment:
   • Click on “Segments” and then “Create a Segment”.
4. Set Custom Property Criteria:
   • Choose “Contact Details” and then select the custom property you’ve added.
   • Set the criteria based on the values of the custom property.
5. Add Additional Filters if Necessary:
   • If you need to narrow down the segment further, add more conditions.
6. Name and Save the Segment:
   • Name the segment based on the custom property criteria, such as “High-Value Customers” or “VIP Members”.
   • Save the segment.

Using Klaviyo

1. Log in to Klaviyo:
   • Access your Klaviyo account.
2. Navigate to Lists & Segments:
   • Go to “Lists & Segments” from the dashboard.
3. Create a New Segment:
   • Click on “Create List / Segment” and select “Segment”.
4. Define Custom Property Criteria:
   • Choose “Properties about someone” and then select the custom property.
   • Set the criteria based on the values of the custom property.
5. Add Additional Conditions if Needed:
   • Add more conditions to further refine the segment if necessary.
6. Name and Save the Segment:
   • Provide a name like “Loyal Customers” or “Frequent Buyers” and save it.

Using ActiveCampaign

1. Log in to ActiveCampaign:
   • Access your ActiveCampaign account.
2. Go to Contacts:
   • Navigate to the “Contacts” section.
3. Create a New Segment:
   • Click on “Manage Tags & Segments” and then “Add a New Segment”.
4. Set Custom Property Conditions:
   • Choose “Contact Details” and select the custom property.
   • Set the condition based on the custom property values.
5. Add Additional Filters if Needed:
   • Add more conditions to further refine the segment.
6. Name and Save the Segment:
   • Name the segment something like “Premium Members” or “High-Spending Customers” and save it.

Using HubSpot

1. Log in to HubSpot:
   • Access your HubSpot account.
2. Navigate to Lists:
   • Go to “Contacts” and then “Lists”.
3. Create a New List:
   • Click on “Create List”.
4. Define Custom Property Criteria:
   • Choose “Contact Property” and select the custom property.
   • Set the criteria based on the values of the custom property.
5. Add Additional Filters if Necessary:
   • Add more conditions to narrow down the segment if needed.
6. Name and Save the List:
   • Name the list something like “Top Clients” or “Frequent Shoppers” and save it.

General Steps for Any Platform

1. Collect and Ensure Custom Property Data is Up-to-Date:
   • Make sure the custom properties are correctly added to your customer profiles and that the data is up-to-date.
2. Create a Custom Field if Necessary:
   • If your platform doesn’t have the custom property field by default, create a custom field.
3. Segment Based on Custom Properties:
   • Use the segmentation tools provided by your platform to create segments based on these custom properties.

Final Thoughts

Segmenting customers by custom properties allows you to create highly tailored marketing campaigns that can significantly improve engagement and conversion rates. Make sure to regularly update and review your segments to keep them relevant. If you need more detailed instructions for a specific platform, feel free to ask!