Overview
View examples of commonly used Segments to find the similarities and differences between the Segments you want to create for your trade. Additionally, review the examples below to identify how you can use the Inclusion and Exclusion filters to target specific customers.
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily for Commercial Service & Replacement and Residential Service & Replacement business types
Examples of commonly used Segments
View the following examples to identify customers for:
Upselling a service
Cross-selling a service
Open estimates
Expiring subscriptions
Also to identify:
Customers within a Specific City
New Customers
Win-Back Customers
Upselling a service
Identify customers who bought a specific service last year so you can target them to re-sell the same or a different service. Using Inclusion and Exclusion filters, identify customers who bought the service last year, but exclude customers who bought the service this year.
For example, identify the customers who bought the electric service in the past year and exclude those who used the plumbing service.
Cross-selling a service
Identify customers who bought a specific service but who haven't purchased a different service so you can target them to sell the other services. Using Inclusion and Exclusion filters, identify customers who bought a service, but exclude customers who bought a different service.
For example, identify the customers who bought the electric service and exclude those who used the plumbing service.
Open estimates
Identify customers based on estimates that have been provided but haven't been sold so you can send a drip campaign reminder to accept or approve the estimate and convert the estimate to a job and invoice.
For example, select customers based on estimates that have been on hold.
Expiring subscriptions
Identify customers who have services expiring soon so you can reach out to renew them.
For example, select customers who have services expiring in two months.
Customers within a specific city
Target customers within a specific location boundary, such as city or ZIP code, so you can personalize your campaign messages.
For example, include in the Residential Segment the customers who have properties in Athens, a city in the USA.
New customers
Identify new customers so you can reach out with a warm welcome and share the many services you have to offer.
For example, include in the Segment the customers who joined your services in the last two weeks.
Win-back customers
Identify customers who have recently canceled their accounts so you can reach out and try to win back their business through discounts or other offerings.
For example, include in the Segment the customers who were inactive during the last month.
