TalkBox allows you to create segments so you can target specific types of customers using your database fields.
You can find segments in Contacts > Segments:
Step 1: Create Your Segment
- Select a name for your new segment.
Step 2: Select Your Search Logic
There are three types of searches you can use to create segments: ‘AND’, ‘OR’ or ‘NOT’ searches.
A) Using ‘AND'
An 'AND' search means that our database members will be selected if they meet both criteria.
For example, using the criteria 'Gender is female' AND 'Age is older than and including 21' we can create a segment for our ‘Girls Night In’.
B) Using ‘OR’
An 'OR' search means that our database members will be selected if they meet either criteria.
For example, using the criteria 'Favourite food is beef' OR 'Favourite drink is beer' we can create a segment for our Steak & Beer Club.
C) Using ‘NOT’
You can target a group of customers by using a ‘NOT’ search to exclude contacts who may overlap across criteria.
For example, we want to select our current members, but not if they only have a trial membership.
Click the 'Create segment' button in the lower right once you finished creating your segment.
Step 3: Send to Your Segments
Select your segment from the drop down at the ‘Who’ stage of the communication.
NOTE: Segments are useful because new members can be automatically added to them if they meet the search criteria, rather than you having to manually ‘flag’ members into a group.