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.
Follow these steps to create a custom target segment:
Step 1: Navigating to the custom target segment window
- On the main menu, click the Marketing tab.
- On the Marketing Dashboard, click Segmentation > Target Segments.
- On the Manage Target Segments window, click Add to open the Create a New Segment window.
- At the bottom of the window, select Create Custom Segment, and then click Create.
Step 2: Enter a name and description for the target segment
Enter a name and description for the custom target segment and then click Create to open the set up page.
Step 3: Select a target segment category
Select a category based on which you want to build the target segment. Zenoti supports the following categories:
- Credit Card
- Form - Guest Fields
- Service Form - Service Expiration
- Form - Service Fields
- Form - Tag Expiration
- Gift Cards
- Loyalty Points
- Service History
Step 4: 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.
Step 5: 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.
Step 6: 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.
Step 7: Add the rule or rules
Click Add Rule. If you want to add more rules to the same segment, repeat the steps 3 - 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.