Segments let you create target groups so that your guests see messages that are appropriate for them. For instance, if you want to let guests with appointments scheduled for the next two weeks know that their appointments are canceled, you can create a segment of only those guests who had appointments scheduled for this time period. In this way, your guests are not inundated with messages that don’t affect them. 

For detailed information about target segments, refer to Target Segments.

Here we will look at some segments that you may want to create to communicate information about center closure and canceled appointments. 

To create segments: 

  1. Go to the Marketing tab, under Segmentation, select Target Segments.
    The Manage Target Segments page appears.
  2. Click Add.
    The Create a New Segment page appears that has a list of predefined segments.
  3. Select Create Custom Segment and then click Create.
    The Create a Custom Segment page appears.
  4. Enter a name for the segment and then click Create.
    The Edit Custom Segment page appears.
  5. Use the Create the Rules section to set up the filters to find the guests to add to this segment. After you define a filter, click Add.
    You can add as many rules as are necessary to define the target segment.
  6. Click Save.

The following sections show you how to create segments that might be useful when you send out COVID-19-related announcements.  

All guests

This segment will contain all your guests irrespective of whether they purchased a service or product at the center. 

To create this segment:

  1. On the Edit Custom Segment page, in the Create the Rules section, from the Create the rule based on … list, select Demographics.
  2. From the Select Criteria list, select Gender
  3. From the Select Operator list, select All
  4. Click Add
  5. Click Save.

Guests who visited the center in the last month

To create this segment:

  1. On the Edit Custom Segment page, in the Create the Rules section, from the Create the rule based on … list, select Visits.
  2. From the Select Criteria list, select Last Visit
  3. From the Select Operator list, select less than
  4. Set the value to 2 months ago. 
  5. Click Add
  6. Click Save.

Guests who visit the center more than once a month

To create this segment:

  1. On the Edit Custom Segment page, in the Create the Rules section, from the Create the rule based on … list, select Visits.
  2. From the Select Criteria list, select Frequency
  3. From the Select Operator list, select more than
  4. Set the value to 1 visits per month. 
  5. Click Add
  6. Click Save.

Guests who have appointments in the next two weeks

To create this segment:

  1. On the Edit Custom Segment page, in the Create the Rules section, from the Create the rule based on … list, select Visits.
  2. From the Select Criteria list, select Next Visit
  3. From the Select Operator list, select less than
  4. Set the value to 2 weeks. 
  5. Click Add
  6. Click Save.

Guests who had appointments in the previous two weeks

To create this segment:

  1. On the Edit Custom Segment page, in the Create the Rules section, from the Create the rule based on … list, select Visits.
  2. From the Select Criteria list, select Last Visit
  3. From the Select Operator list, select less than
  4. Set the value to 2 weeks. 
  5. Click Add
  6. Click Save.

These are just a few segments you may want to create and use when sending update communications to customers. 

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