Segment your clients
In this guide, you'll learn how to use client segments to organise your clients into meaningful groups for targeted marketing and personalised outreach.
What are client segments?
- Client segments are groups of clients that share common characteristics, such as spending habits, visit frequency, or engagement level.
- BeYou365 includes pre-built segments like Active clients, Lapsed clients, and At-risk clients.
- You can also create custom segments using advanced filters tailored to your business needs.
View and use pre-built segments
- From the main menu on the left of your screen, go to Clients.
- Select Client segments from the left menu panel.
- Browse the list of available segments. Click on a segment to view the matching clients.
- Use the segment in a Blast campaign to send targeted messages or offers to those clients.
Pre-built segments update automatically as client behaviour changes, so you always have an up-to-date group to target.