You can create a target segment for your entire organization or for a specific center. The target segments created at the organization level use the data from all the centers in your organization. Alternatively, when you create a target segment at a center level, the system considers only the data from the specific center. 

  1. At the organization or center level, click the ​Marketing​​ icon and navigate to ​Segmentation​​ > ​​Target Segments​​.

  2. To open the Create a New Segment window, on the ​Manage Target Segments​ window, ​click Add​​.

  3. At the bottom of the window, select ​Create Custom Segment​​, and click ​Create.

  4. Enter a name and description for the custom target segment.

6. Include guests based on purchased memberships, visits, or base center and click ​Create​​.

Note: You can change these settings at the target segment level only when the setting Allow organization settings override​​ is enabled at the organization level. If you are unable to find the setting, reach out to your admin.

​Setting

​Sub-setting

​Description

​Only include guests who have purchased membership at the targeted centers

​Includes all guests who have purchased a membership at the targeted centers.

​Include all guests in the targeted centers

​Include visited guests in target segments

a) ​Any visit

b) Last visit

​Includes all guests who visited the targeted centers.

​Include all guests in the targeted centers

​​Include base center guests in target segments

Includes guests based on their base center - where the guest profile is created.

7. Select a category based on which you want to build the target segment. Zenoti supports the following categories:

8. Select a criteria to build the target segment.

After you select a category, select a specific criteria within the category based on which you want to build the target segment. For example, the Membership category includes the following criteria to select from: Expired, Name, Purchased, Type, Will Expire.

9. Select an operator.

Based on your criteria, the system shows a list of date operators to select from, using which you can create a condition. For example, if you select the Expired criteria within Memberships, the list of operators include between, equal to, less than, more than. 

10. Enter the conditional values

Depending on the criteria and the operator you select, you need to enter the values for the rule. For example, if you select Expired as the criteria and equal to for the operator, you need to enter a time period in terms of days, weeks, or months, such as 2 days or 2 months or 2 weeks. The system includes those guests in the target segment whose memberships have expired in the specified time frame. 

11. Add the rules

Click Add Rule. If you want to add more rules to the same segment, repeat the steps 3 to 6. When you create multiple rules, they work in combination to filter only those guests who meet all the rules. To remove a rule, click the button next to the rule.
After you complete adding the rules, click Save.


Note: After you add all the rules, click Guest Count to see the number of guests in your system that currently meet the criteria. However, since the data in the system keeps changing with every customer visit, transaction or other actions, the guest count varies with time.

At times, Zenoti might take time to load the guest count based on the rules. In this case, you might see the following message:

Click Ok and try again.




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