Manage customer segments

Introduction

Customer segmentation organizes customers into specific groups based on shared characteristics or similar behavior that matter for your use cases. These groups represent different target audiences for your business, making it easier to deliver more relevant content and experiences to your web app visitors.

Before creating segments, you must first collect and prepare customer data. There are several options available:

• Embed Prepr tracking code in your web app for automatic customer data collection. Check out Capturing event data for more details.
• Import customer data as a CSV file. Learn how to do this in Customer profiles.
• Add customer profiles manually. Follow the steps in Customer profiles.
• Use customer data maintained in external CRM/CDP systems.

The first three options imply that you will use Prepr as storage for customer data. The last option means you will reference your external segments in Prepr, while all the data will be stored and maintained in your chosen CRM/CDP system.

Once the customer data is prepared, you are ready to create segments.

Create segments based on Prepr data

If you collect and store customer data in Prepr, you can create specific segments for these customers using multiple filters and conditions. For example, you can filter based on personal characteristics such as age or gender, or events such as page visits or conversions.

To create a segment for people who viewed specific content, follow these steps:

1. Go to Segments > + Create segment.

2. Provide a meaningful name for the segment. The value of the ID field will be generated automatically based on the segment name. You can update the value manually if needed.

3. Create the filter for the segment. For example, select Viewed, Content item, and choose the content item that determines to which segment the customer belongs.

4. Click Save segment.

5. Add additional segments if necessary.

Use external segments from CRM/CDP systems

If you maintain your customer segments in an external system or segment visitors based on a social media campaign, you can set up Prepr to reference those external segments as follows:

1. Go to Segments > + Create segment.

2. Provide a meaningful name for the segment.

3. Copy and paste the segment unique identifier from your CRM/CDP system or the UTM tag (for instance from a social media campaign) to replace the automatically generated ID value in Prepr.

4. Click Save segment to confirm.

5. Repeat the previous steps to add as many segments as needed.
   
   

This setup will work as a reference to the segment created in the external system, so you don't need to specify any conditions for this segment in Prepr.

What’s next?

Follow our Personalization guide to immediately start delivering a personalized customer experience for your website app visitors.