Tips, Tricks & Best Practices

dhmorta01
Member

Any Customer segmentation ideas or hacks

SOLVE

Hi Folks, 


We need to further filter our Contacts into "current" and "former"  customers" to start a re-engagement campaign, but we are unable to add any new Options to the Default LifeCycle property!  

 

WHat is the best practices to sort Customer contacts based on their Active or Inactive status?  Should we just create a NEW Property and update 5,000 records?!  Seems to be a lot of work.

 

Any suggestion or help would be appreciated.

0 Upvotes
1 Accepted solution
stuartbalcombe
Solution
Participant | Partner
Participant | Partner

Any Customer segmentation ideas or hacks

SOLVE

Hey @dhmorta01  really interesting question, thanks for the tag @kvonloesecke!

I’d propose setting up a workflow to handle this both for the 5000 records you have currently but also for any that are added in the future.

Do you have a piece of data that tells you whether a customer is active or not?

My first thought would be to use whether a deal is currently in a specific stage (like “closed won”) or has previously been in that stage but is not anymore. I think you’d still need to have some kind of status property, but you wouldn’t have to do any manual updates.

Let me know what you think of this approach.

Here are the steps in the workflow:

Trigger: Deal Stage is Known

Logic: 
Current Customer = Deal stage is any of "Closed Won"
Inactive Customer = Deal stage has ever been any of "Closed Won" AND Deal stage is none of "Closed Won"

Action:
Current Customer: Set all associated contacts lifescycle stage to "Customer"
Inactive Customer: Set all associated contacts "Status" to "Inactive"

Workflow screenshot below:
Active vs Inactive customer status workflowActive vs Inactive customer status workflow

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2 Replies 2
stuartbalcombe
Solution
Participant | Partner
Participant | Partner

Any Customer segmentation ideas or hacks

SOLVE

Hey @dhmorta01  really interesting question, thanks for the tag @kvonloesecke!

I’d propose setting up a workflow to handle this both for the 5000 records you have currently but also for any that are added in the future.

Do you have a piece of data that tells you whether a customer is active or not?

My first thought would be to use whether a deal is currently in a specific stage (like “closed won”) or has previously been in that stage but is not anymore. I think you’d still need to have some kind of status property, but you wouldn’t have to do any manual updates.

Let me know what you think of this approach.

Here are the steps in the workflow:

Trigger: Deal Stage is Known

Logic: 
Current Customer = Deal stage is any of "Closed Won"
Inactive Customer = Deal stage has ever been any of "Closed Won" AND Deal stage is none of "Closed Won"

Action:
Current Customer: Set all associated contacts lifescycle stage to "Customer"
Inactive Customer: Set all associated contacts "Status" to "Inactive"

Workflow screenshot below:
Active vs Inactive customer status workflowActive vs Inactive customer status workflow

kvonloesecke
Community Manager
Community Manager

Any Customer segmentation ideas or hacks

SOLVE

Hi @dhmorta01,

 

Thanks for reaching out!

 

I would like to invite our subject matter experts to this conversation.

Hi @danmoyle@Mike_Eastwood@Josh@stuartbalcombe - How would you segment contacts based on their active or inactive status? Do you have any tips for @dhmorta01?

Thank you!

 

Best,

Kristen


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