Customer profiles enable you to group the customers based on their demographics, preferences or past behavior. For example, one segment could be men, the other women. You can select any number of criteria and create any number of segments.
On the Segmentation Model List page, select Customer Profiles, and click Go. The system will bring you to the Segmentation Model Definition page. This page is set up so you can define segments based on customer profiles.
Define your segmentation model by:
- Entering the Name. Make the name unique so that you can easily identify this model at a later time from a long list of segmentation models.
- Entering the Objectives. The objectives should help anyone who wants to use this model understand what the model is designed to do.
In the lower half of the screen you will see a listing of all the segments already created. If you have not yet established any segment manually, you will still see two segments automatically created.
- Segment 1 is a blank segment ready to accept edits. This would include a name and any filters you want to apply.
- Segment 2 is called Leftovers. For more information on why the system creates Leftover segments, see Understanding Leftovers.
From here you can:
- Create a new Segment.
- Add a new filter to an existing segment.
Warning: If you create a segment in a customer profile segmentation model without any filters attached to it, the system will associate all available customers with that segment. All following segments will not have customers assigned to them.
- Click the Done button to save the model and return to the Segmentation Model List page.
- Delete a segment by clicking the Trash icon