One of the keys to the successful application of business messaging is effective customer segmentation.
There are many ways you can segment your customers depending on the nature of your business and the lifecycle stages your customers go through.
With Advanced Filtering, you have access to a multitude of ways you can rely on to segment your customers and improve your outreach.
Filter Attributes
There are multiple categories of attributes you can use to create granular filters.
Contact Fields | These include the standard contact attributes available for every contact on Salesmsg such as First Name, Phone Number...etc. |
Custom Fields | Additional contact fields added by the user. |
Geo-Location | Attributes used to identify the approximate location and time zone of the contact. |
Activity | Attributes that track changes to a contact such as Created Date, Updated Date or Tags as well as inbound & outbound communication with a contact such as Last Call, Last Message Sent, Last Message Received, Number of Received SMS, Opt-In Source and Status and Opted-out Timestamp. |
PhoneCheckr | Attributes used to identify the carrier details, e.g. Carrier Type, Carrier Name and Number Status. |
Numbers | This category is relevant for customers who relay one or more dedicated short-codes. |
Segments | Segments that are saved groups of contacts with applied one or several filters. |
Integrations | Integration specific attributes. |
Filtering by Date & Time Custom Fields
Custom fields of the "Date & Time" type appear in the "Custom fields" group of the contact filter. When you select one, the filter shows the conditions available for that type and a date and time picker where a value is needed.
"Is known" and "Is unknown" conditions return contacts with a filled or empty value in the field.
A Segment can include a "Date & Time" filter; the condition and value are kept when you reopen and edit the Segment.
"Date & Time" custom field filters work the same way in Contacts, Broadcasts recipients, Workflow trigger enrollment, Campaigns, Surveys, Chatbot, Unified Agent, Agent Book Appointment enrollment, and Power Dialer.
Common Advanced Filtering Use Cases
1) Improving Deliverability Using Number Type
The Number Type attribute gives you the ability to filter out contacts that have a low likelihood of receiving your messages. These include Landline, VOIP and Undefined numbers.
By ensuring that you limit communication with those number types, you can increase the deliverability and open rates of your messages.
You can also rely on the Number Type filter in conjunction with PhoneCheckr (Salesmsg's number validation service) to validate numbers with Unknown number type.
2) Personalizing Messages with Geo-Location Attributes
With Geo-location attributes you can personalize your outreach based on your customers' location. You can cast a wide net with the Country attribute if you operate in multiple countries or get more specific with the State/Province and Area Code attributes.
3) Simplifying and Scaling Followups with Activity Attributes
Do you feel like you have many contacts but you are not following up effectively? Well, the Activity filter attributes give you a lot of flexibility to simplify that process. For example, if you want to quickly identify customers you have reached out to and have not gotten a response yet you can use the Total Messages Received in conjunction with Last Contacted date to segment out customers you need to follow up with.
4) Sending Broadcasts to Precisely Segmented Audience
Segments are of help for sending out broadcasts, where multiple segments can be used. You can just save your customer segments using one or multiple filters and conditions and use them whenever you need to send a message to the precise audience.
How to Create a Dynamic Segment
To save your filter as a Segment, click the Create segment button and give it a name. You'll be able to use your segments when searching for contacts as well as in Broadcasts.
A segment name is required and can be up to 100 characters.
Updating segments
To update a segment, enter your filters option and either replace, or add a filter to be able to more easily refine your search for your contacts.
You'll be able to save the segment either under the same segment or as a new segment. Click Save changes to update the open segment, or Save as new to keep the original and create a copy with your new filters. If you try to leave a segment with unsaved edits, Salesmsg asks Save changes before closing?
Managing Segments
Open a saved segment from the Segments menu on the left of the Contacts page.
To rename or delete a segment, open its ... menu and choose Rename or Delete. Deleting a segment cannot be undone.
Segments built on HubSpot list filters cannot be renamed or deleted.
Click Clear all to remove the active filters and search term.
Unsaved filters are kept in the page URL, so you can reload the page or share the link without losing them.
Send a Broadcast to a Segment
When sending a broadcast, you'll be able to quickly curate your broadcast to your selected segment instead of manually selecting the recipients of the broadcast.
Frequently Asked Questions
How does OR / AND / NOT logic work?
Filters in the same group are joined with And, so a contact must match all of them. Clicking Or starts a new group, and a contact needs to match only one group. There is no separate NOT option: to exclude contacts, use a negative condition such as is not.
See the example above for visual representation on how to combine your filters.
Can I save filters?
Yes, you can save as many segments as you want and even go back and update the filter criteria.
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Are the saved segments dynamic?
Yes, saved filters will change based on changes to the contact attributes.
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