Segmentation on location
- Topics:
- Workflows
CREATED FOR:
- Intermediate
- Developer
You can send a targeting email to customers with offers on their local shops.
- In Marketing Activities, click Create and select Workflow.
- Select New Workflow as workflow type and click Next.
- Enter the properties of the workflow and click Create.
Selecting recipients contactable via email
- In Activities > Targeting, drag and drop a Query activity
- Double-click the activity.
- In Shortcuts, drag and drop Profiles and select the field email with the operator is not empty.
- In Shortcuts, drag and drop Profiles and select the field no longer contact by email with the value no.
- Click Confirm twice.
Creating a Segmentation activity
- Drag and drop a Segmentation activity and double-click it.
- Click on segment then open transition to target people in the first city. Here Boston.
- Drag and drop Location and select City with the operator equals to and the value Boston.
Note: To reach all the people that entered boston, unregarding of the case uncheck the case sensitive option. - Click Confirm.
- In List of outbound segments, click Add an element and click on
- Drag and drop Location and select City with the operator equals to and enter Chicago in value.
- To reach all the people that entered chicago, unregarding of the case uncheck the case sensitive option.
- Click Confirm.
Creating an email delivery
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In Activities > Channels, drag and drop an Email delivery activity after each segment.
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Click the activity and select
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Select Simple email and click Next.
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Select an email template and click Next.
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Enter the email properties and click Next.
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To create the layout of your email, click on Email Designer.
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Insert elements or select an existing template.
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Personalize your email with offers specific to each location.
For more information, refer to designing an email.
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Click Preview to check your layout.
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Click Save.