Introduction

Customer segmentation is the process by which you divide your customers into segments up based on common characteristics. Customer segmentation is popular because it helps you market and sell more effectively, as well as streamline your business operations.

While there's no one-size-fits-all approach, Pelcro empowers you with a robust set of segmentation mechanisms to target different people based on what is appropriate for each customer segment. Pelcro also provides you with complementary tools which helps you leverage these segments in a number of business use cases.


List Types

There are two types of segmentation lists available within Pelcro:

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Note

Segmentation lists are currently applicable only to subscription-based offerings and customers.

Fulfillment Lists

Fulfillment lists are used if you are selling online products, print subscriptions, or other types of merchandise which require you to send package deliveries to your customers on a regular basis.

For example, if you have a print magazine subscription product offering with two underlying plans, monthly and yearly, and each of them has a specific amount of shipments per interval; you can create two lists for each plan's subscribers, and manage your fulfillment operations and tracking through Pelcro's fulfillments module to promptly ship corresponding packages as a part of the distribution process.

Campaign Lists

Campaign lists can be used in the context of your segmented marketing efforts. These lists can leverage a wide array of segmentation filters to build your marketing personas, and accordingly tailor your brand’s messaging, positioning to be closely aligned to those personas in order to be effective. You can create several lists to match your different customer segments, and reuse them with existing and future marketing campaigns, which is a complementary module that serves this purpose.

For example, if you would like to send out a promotional offer for all of your subscribers who are about to churn within the current month; you can create a list of subscribers based on the expiry date, and tie that list in with Pelcro's campaigns module to your digital or direct mail marketing provider as a part of your retention operations.


Common List Actions

Viewing Lists

On your Dashboard, hover over your left navigation menu. Choose "Lists" > "List builder".
You'll be redirected to the lists page, where you can view and manage all your current lists, and create new ones. Once you arrive at the List builder page, you will see a tabbed view of all lists based on their type, either Fulfillments or Campaigns.

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  • For fulfillment lists, you'll be able to see a summary of vital information for your fulfillment lists, including: List ID, name, description, creation date, segment count, and processed fulfillment progress%.
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  • For campaign lists, you'll be able to see a summary of vital information for your campaign lists, including: List ID, name, description, and creation date.
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Viewing List Details

If you want to view more details of a specific list, click on the list line item, or alternatively click on the ellipsis "···" menu to the right-most column of the desired list, followed by "View".

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The list details page will include all of the corresponding details for the selected list, including information, location segments, product segments, subscription segments, and customer segments. All of which will be explained in the creating lists section.

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Creating Lists

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Note

  • Depending on the list type being created, it's important to note that some information and actions will only be applicable to specific list types.
  • Fulfillment lists are static, and can only be used once per fulfillment. Campaign lists are dynamic, and can be used more than once and with multiple campaigns.

On the List builder page, click on "New" on the top right-hand side of the page. You will then be prompted to enter the following details for the list being created. You can segment customer subscriptions based on your custom criteria which you can control through a list of filters during the list creation process.

Setup

This is the basic information you need to create and identify the list.

InformationDescription
TypeThe type of the list being created, you can select either "Fulfillment" or "Campaign".
NameA descriptive name for the list being created.
DescriptionA description of the list which can be provided for guidance/general notes related to the list.
Package Information(Applicable to fulfillment lists) Length, width, height, and weight - typically used for creating shipping labels.

Location Segments

Location filters can be used to segment subscriptions based on geographical data. Since the shipping address is the verifiable customers’ physical address, and is typically used to calculate the shipping fee, location segments will always segment only on the subscription shipping address.

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InformationDescription
Country- Multi-select dropdown for countries to which the subscription(s) shipping addresses are tied.
- You can include or exclude specific countries as needed.
State- Multi-select dropdown for states to which the subscription(s) shipping addresses are tied.
- You can include or exclude specific states as needed.
Country- Multi-select input for cities to which the subscription(s) shipping addresses are tied.
- You can include or exclude specific cities as needed.

Product Segments

Product filters can be used to segment subscriptions based on data tied to your offerings.

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InformationDescription
Product name- Multi-select dropdown for product names to which the subscription(s) are tied. Product IDs and internal names will also be visible during selection.
- You can include or exclude specific products as needed.
Plan name- Multi-select dropdown for plan names to which the subscription(s) are tied. Plan IDs and internal names will also be visible during selection.
- You can include or exclude specific plans as needed.
Plan amount- Specifies the monetary amount of the plan(s) to which the subscription(s) are tied.
- You can select an exact amount or a range of amounts as needed.
Plan entitlements- Multi-select dropdown for plan entitlements to which the subscription(s) are tied.
- You can include or exclude specific plan entitlements as needed.
Plan interval- Specifies the interval of the plan(s) to which the subscription(s) are tied.
- You can select an exact interval or an interval range as needed.

Subscription Segments

Subscription filters can be used to segment subscriptions based on data tied to the subscriptions themselves. These filters are particularly useful if you're creating segments with high granularity.

If you're creating a campaign list, you'll need to choose the filtering setup mode, this is applicable to segmentation filters which are related to time. You can choose between "Exact" or "Relative" dates.

  • Exact mode indicates that the date filters will specify exact dates. Exact dates will always be fixed to specific dates, and are typically useful for fulfillments or one-time campaigns
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  • Relative mode indicates the date filters will specify dates relative to the date of when a specific trigger is done. This is typically useful for scheduled campaigns. (e.g. To create a campaign that targets subscriptions which will expire X days from when the campaign is triggered). Relative dates allows your lists to be more dynamic in nature.
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You can specify subscription segmentation info, such as:

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InformationDescription
Subscription creation- Specifies the creation date of the subscription
- You can select an exact interval or a date range as needed.
- In case relative dates are selected, this will target retrospective dates.
Subscription expiry- Specifies the expiry date of the subscription
- You can select an exact interval or a date range as needed.
- In case relative dates are selected, this will target future dates.
Subscription current period end- Specifies the end date of the subscription current period (Subscriptions on autorenew will have this value set to blank).
- You can select an exact interval or a date range as needed.
- In case relative dates are selected, this will target future dates.
Status- Multi-select dropdown for subscription status
- You can include or exclude specific subscription statuses as needed.
Renewal- Multi-select dropdown for subscription renewal status (Autorenew, Self renewals with previous or scheduled renewals)
- You can include or exclude specific subscription renewal statuses as needed.
Campaign Key- Multi-select dropdown for campaign keys
- You can include or exclude specific campaign keys as needed.
Price- Specifies the subscription actual price which was paid on the invoice.
- You can select an exact amount or a range of amounts as needed.
Quantity- Specifies the quantity which was specified on the subscription.
- You can select an exact amount or a range of amounts as needed.
Shipments remaining- Specifies the shipments remaining tied to shipment-based subscriptions.
- You can select an exact amount or a range of amounts as needed.
Shipment status- Multi-select dropdown for the shipment status tied to shipment-based subscriptions.
- You can include or exclude specific shipment statuses as needed.
Type- Multi-select dropdown for special categories of subscriptions
- You can include or exclude specific types as needed.

Customer Segments

Customer filters can be used to segment subscriptions based on data tied to the customers.

InformationSubscription
Email Marketing- Multi-select dropdown for the "Email Marketing" field for the customer which is tied to the subscription.
- You can include or exclude specific values as needed.

Reusing Lists

To facilitate your list creation process if you're working with high segmentation volumes, you can quickly create new lists based off of current lists. All you need to do is click the ellipsis menu, followed by "Reuse List". You will arrive at the list creation view, but all of the relevant segmentation fields on the list will be automatically populated to match the information from the current list you chose, and you'll only need to enter the new list name. This is useful if for instance you need to create 10 different lists with mostly similar segmentation filters, and only minor adjustments needed from one list to the next.

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Fulfillment List Actions

Exporting Lists

You can export your list along with relevant information tied to each segment in a detailed csv export by clicking on the the ellipsis "···" menu to the right-most column of the desired list, followed by "Export". Fulfillment lists are static in nature and can only be used once, and hence, the export will only contain data relevant to the list at the time of its creation.

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Deleting Lists

You can delete a list by clicking on the the ellipsis "···" menu to the right-most column of the desired list, followed by "Delete". You cannot delete lists which have been tied to a fulfillment.

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Campaign List Actions

Previewing List Segments

You can run a preview of the segments which will be part of your list, according to the specified criteria, along with relevant information tied to each segment in a detailed csv export by clicking on the the ellipsis "···" menu to the right-most column of the desired list, followed by "Preview Segments". Campaign lists are dynamic in nature and can be reused, and hence, the preview export will contain data relevant to the list at the time of when the preview action was triggered. This helps you get a sense of which segments the campaign list will target at any given point in time.

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What’s Next