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Square
[New] Smart Group Templates + Improved Segmentation UI

Hi Seller Community!

 

Segmentation is key to understanding your customers, marketing to them, and gaining customer insights. We’re happy to announce that we’ve recently improved our Directory interface to increase discoverability and usability for Filters, Smart Groups, and Manual Groups. We’ve also created suggested templates, which are pre-defined, but modifiable, Smart Group templates. These will help save you time, as well as give you ideas on ways to best group your customers by certain attributes.

 

Suggested Templates:

  • Top Spenders (Customers who purchased a specific item in the past 1 month)
  • Recent Purchasers (Regular customers who purchased from you in the past 2 weeks)
  • Popular Item (Customers who have spent over $1,000 at your business)

All Suggested Templates have predefined filters, but if you choose, you can edit them to better suit your business or use them as a starting point to build a new Smart Group.

 

newsmartgroup.gif

 

Using a Suggested Template is easy:

  • Click on the + Create Group button from your Customer Directory
  • Select Smart group, click Next
  • Choose from a suggested template, like ‘Top spenders’
  • Click Next
  • Customize the predefined filters or leave them as is, click Next
  • Name your smart group
  • Click Create group
  • Then, click Send campaign to send an email or text message marketing campaign to your newly created audience

 

Please let us know what you think in the comments below!

 

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