Creating a segment for customers based on their geographic location involves setting up criteria within your email marketing or customer relationship management (CRM) platform. Here’s a step-by-step guide for several popular platforms:
Using Mailchimp
- Log in to Mailchimp:
- Access your Mailchimp account.
- Navigate to Audience:
- Go to the “Audience” section from the main menu.
- Create a New Segment:
- Click on “Segments” and then “Create a Segment”.
- Set Geographic Criteria:
- Choose “Location” as the criteria.
- Specify the geographic details such as country, state, city, or even specific zip codes.
- Add Additional Filters if Necessary:
- If you need to narrow down further, you can add more criteria like purchase behavior or engagement.
- Name and Save the Segment:
- Give your segment a meaningful name like “US Customers” or “New York Subscribers”.
- Save the segment for future use.
Using Klaviyo
- Log in to Klaviyo:
- Access your Klaviyo account.
- Navigate to Lists & Segments:
- Go to “Lists & Segments” from the dashboard.
- Create a New Segment:
- Click on “Create List / Segment” and select “Segment”.
- Define Geographic Criteria:
- Choose “Properties about someone” and then select “Location”.
- You can specify country, state, city, or even postal codes.
- Add Additional Conditions if Needed:
- Add more conditions to refine the segment if necessary.
- Name and Save the Segment:
- Provide a name like “UK Customers” or “California Visitors”.
- Save the segment.
Using ActiveCampaign
- Log in to ActiveCampaign:
- Access your ActiveCampaign account.
- Go to Contacts:
- Navigate to the “Contacts” section.
- Create a New Segment:
- Click on “Manage Tags & Segments” and then “Add a New Segment”.
- Set Geographic Conditions:
- Choose “Location” as the condition.
- Specify the geographic parameters such as country, state, city, or zip code.
- Add Additional Filters if Needed:
- Add more conditions to further refine the segment.
- Name and Save the Segment:
- Give the segment a descriptive name like “European Subscribers” or “Texas Residents”.
- Save the segment.
Using HubSpot
- Log in to HubSpot:
- Access your HubSpot account.
- Navigate to Lists:
- Go to “Contacts” and then “Lists”.
- Create a New List:
- Click on “Create List”.
- Define Geographic Criteria:
- Choose “Contact Property” and select “Location”.
- Specify the geographic details like country, state, city, or postal code.
- Add Additional Filters if Necessary:
- Add more conditions if you need to narrow down the segment.
- Name and Save the List:
- Provide a name such as “Asia Pacific Customers” or “London Contacts”.
- Save the list.
Final Thoughts
Creating geographic segments helps in targeting your campaigns more effectively based on the location of your customers. Regularly update and review your segments to ensure they are accurate and relevant to your marketing goals. If you need more detailed instructions for a specific platform, let me know!