Setting up a segment for customers who have purchased specific products in an email marketing platform or CRM involves a few steps. Here’s a general guide that can be applied to most platforms, such as Mailchimp, Klaviyo, or similar tools:
Step-by-Step Guide:
- Log into Your Email Marketing Platform:
- Access your account and navigate to the audience or contacts section.
- Create a New Segment:
- Look for the option to create a new segment or list. This is usually found under the audience or contacts tab.
- Define Segment Criteria:
- Select criteria based on customer behavior. The specific steps may vary depending on the platform, but generally, you’ll want to:
- Choose “Purchase History” or similar criteria.
- Specify the product or products you’re interested in. This might involve selecting from a list of your products or entering product IDs/SKUs.
- Select criteria based on customer behavior. The specific steps may vary depending on the platform, but generally, you’ll want to:
- Add Filters for Specific Products:
- Filter customers who have purchased specific products. This might involve:
- Selecting from a dropdown list of products.
- Entering product names or SKUs.
- Setting conditions such as “Product Purchased is” or “Product ID contains.”
- Filter customers who have purchased specific products. This might involve:
- Additional Filters (Optional):
- Add more filters if needed. For example, you might want to segment further by purchase date, total amount spent, purchase frequency, etc.
- Save the Segment:
- Give your segment a descriptive name (e.g., “Purchased Product A”).
- Save the segment.
- Test the Segment:
- Review the list of contacts included in the segment to ensure it accurately reflects your criteria.
- Send a test email to this segment to verify everything works correctly.
Example for Klaviyo:
- Log in to Klaviyo:
- Navigate to the “Lists & Segments” tab.
- Create Segment:
- Click on “Create List / Segment” and choose “Segment.”
- Define Segment Criteria:
- Add a definition, such as “What someone has done (or not done) > Placed Order.”
- Filter by Product:
- Click “Add Filter” and select “Product Name equals” or “Product SKU equals.”
- Enter the specific product name or SKU.
- Additional Conditions:
- Add any additional filters if necessary (e.g., within a certain date range).
- Save Segment:
- Name your segment and click “Create Segment.”
Example for Mailchimp:
- Log in to Mailchimp:
- Go to the “Audience” tab.
- Create Segment:
- Click on “Segments” and then “Create Segment.”
- Define Criteria:
- Set conditions such as “Purchased Product” and select the product(s).
- Additional Filters:
- Add additional criteria if needed.
- Save and Test:
- Name the segment and save it.
- Send a test campaign to ensure it targets the correct customers.
By following these steps, you can create targeted segments for customers who have purchased specific products, allowing you to send personalized and relevant marketing communications. If you have a specific platform in mind, I can provide more detailed instructions tailored to that tool.