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Segments
Member segments refer to groups of members within a larger customer or membership base who share common characteristics or behaviors. This grouping is used to segment a large and diverse customer base into smaller, more manageable subgroups for the purpose of more effective marketing, communication, and engagement strategies. Segmentation can be based on demographic, geographic, psychographic, behavioral, or transactional data. The goal of member segmentation is to identify the unique needs and preferences of each segment and tailor messaging, products, and services to better meet those needs. This helps organizations to increase engagement, loyalty, and revenue.
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The Role of Member Segments
Member segments are a key component of NextBee loyalty programs, allowing businesses to segment their program participants (members) based on specific criteria. This allows businesses to create targeted and personalized loyalty experiences for each segment, increasing the effectiveness of the program.
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Improved Understanding of Members
By segmenting members, businesses can gain a deeper understanding of their behavior and preferences. This information can be used to create targeted campaigns, rewards, and incentives that are more likely to resonate with each segment.
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Increased Engagement
Member segments allow businesses to create targeted and personalized loyalty experiences for each segment, increasing engagement and participation in the program. By providing relevant and meaningful rewards, businesses can keep members motivated and engaged in the program.
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Effective Program Management
Member segments also help businesses to effectively manage their loyalty program. By analyzing member segments, businesses can gain valuable insights into the performance of the program and make informed decisions about how to improve it. This helps to maximize the impact of the program and achieve its goals.
In conclusion, member segments play a critical role in NextBee loyalty programs. They allow businesses to create targeted and personalized loyalty experiences, increase engagement and participation, and effectively manage the program. By using member segments, businesses can create more effective and successful loyalty programs that engage and retain their members.
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Segment Report
The Segment Report provides a detailed list of all the segment assignment transactions that have taken place, listed in reverse chronological order. The report contains columns for the following information: ID, First Name, Last Name, Email, Segment Name, Segment Spec ID, Status, and Details.
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Customizing Columns
By clicking on the plus sign located at the end of the header, you have the option to add or remove columns from the report. This allows you to choose which columns you would like to see in your report.
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Segments Toolbox
The Segments report features a user-friendly toolbox, designed to help you manage and analyze your segment data with ease.
- Filtering : The filtering option allows you to sort through the data and display only the relevant information.
- Saving : The saving feature enables you to save multiple report views with specific criteria, so you can quickly access the reports you need.
- Listing: The listing feature lists all the saved views, making it easy to switch between different views.
- Refreshing : The refreshing option updates the report with the latest data, ensuring you have access to accurate information.
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Downloading
The download feature generates a report in spreadsheet format that you can save or share as needed.
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Segment Transaction Details
By clicking on the details icon against a record, you can access a details dialog that shows all the information related to the segment transaction. This includes:
- Segment Transaction Details
- Member Information
- Segment Configuration
- Notification Message sent at the time of allocation
These details give you a comprehensive understanding of the segment assignment transaction and the several factors that contributed to it.
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Transaction Details
The Segment Transaction Details section contains information on the ID, Member ID, Segment Type, Segment Value, Numeric Value, Created Date, and Property Status of each segment transaction. The status of each transaction can be updated by selecting either "Approved" or "Disabled" in the dropdown menu provided.
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Member Details
The Member Details section provides information on the client ID, organization ID, email, email status, first name, last name, member status, member type, and registration time of each member.
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Segment Configuration Details
The Segment Configuration Details section includes information on the ID, persona type, segment criteria class names, segment name, segment program ID, segment type, and status of each segment.
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Segment Specs Conditions
The Segment Specs Conditions section details the segment qualifier, qualifier metric, qualifier period, points tag, condition, greater than value, predicate, and whether the condition must match.
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Segment Notification Template
Finally, the Segment Notification Template section displays the subject and actual message template used for sending emails to members who are assigned to a particular segment.
Segments are a powerful tool in the NextBee Loyalty Program that allow you to group your customers into specific categories based on their behaviors or attributes. This segmentation enables you to target specific groups of customers with personalized offers, rewards, and communications, thereby increasing customer engagement and loyalty.
Segment configuration is the process of setting up the criteria that will be used to group customers into specific segments. This configuration can be based on a variety of factors, such as purchase history, demographics, social media activity, referral behavior, earned points or any other data points that are important to your business.
The importance of segment configuration cannot be overstated. By creating targeted segments, you can tailor your loyalty program to the specific needs and preferences of different customer groups. This enables you to provide relevant rewards and offers that are more likely to resonate with each customer segment, leading to increased engagement and loyalty.
Additionally, segment configuration allows you to gain deeper insights into customer behavior and preferences. By analyzing the data from each segment, you can identify patterns and trends that can inform future marketing strategies and loyalty program enhancements.
Overall, segment configuration is a critical component of a successful loyalty program. By using this feature to create targeted segments, you can increase customer engagement and loyalty while gaining valuable insights into your customer base.
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List of Segment Configurations
The List of Segment Configurations is a section within the NextBee Loyalty Program that displays all of the segments that have been configured for your loyalty program. This list includes several columns of information that provide an overview of each segment, including the ID, Segment Name, Segment Type, Start Date, End Date, Status, and Action.
When the Action column is clicked, it will take the user to the Segment Detail View, where they can view more information about the selected segment, including the segment criteria and any associated rewards or communications.
In addition to the list of segments, there is a toolbox on the top of the page that provides data filtering options. These filters allow the user to narrow down the list of segments based on specific criteria, such as segment type, start date, or status.
By default, the List of Segment Configurations is paginated to display 10 segments per page. However, the user can choose to paginate to 20, 50, or 100 segments per page as required. This can be useful for larger loyalty programs that have many segments configured.
To create a new Segment Configuration, there is a button labeled "Add New" located on the top right side of the table. Clicking this button will open a form that allows the user to create a new segment configuration. The form will include fields for segment name, segment type, start and end date, and criteria for segment inclusion. Once the user has filled out the required fields, they can save the new segment configuration and it will be added to the List of Segment Configurations.
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Create New Segment Configuration
The Segment Form is a form within the NextBee Loyalty Program that allows you to create a new segment configuration. This form is divided into two tabs, Basic Data and Notifications, each of which contains fields for different types of segment information.
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Basic Data
The Basic Data tab of Create New Segment handles almost all configurations except Notification Message. This tab includes several fields for configuring the basic information related to the new segment configuration. These fields include:
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Segment Name
This is a required field that allows you to enter a name for the new segment configuration. This name should be descriptive and reflect the criteria used to define the segment.
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Start Date
This field allows you to set the start date for the new segment configuration. This date can be set in advance if the segment has a specific timeframe, such as a holiday promotion.
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End Date
This field allows you to set the end date for the new segment configuration. This date can be set in advance if the segment has a specific timeframe, such as a holiday promotion.
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Enable Push Notification
If this option is selected, a push notification will be sent to the mobile device of the user whenever a segment is attached to the user. This can be useful for notifying customers of new rewards or offers that are available to them.
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Segment Preference
This field allows you to choose between two options for segment assignment: System Evaluated and Manual Assignment. System Evaluated segments are automatically assigned by the NextBee system based on the criteria of rules configured. Manual Assignment segments are assigned by a business representative using the NextBee Insights Dashboard.
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Segment Qualifier
This field allows you to choose between three options for segment qualification: Points, Activity, and Purchase. These options define the criteria that will be used to qualify customers for the new segment.
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Qualifiyer Metric
This field allows you to choose between four options for the qualifier metric: Sum of Values, Count of Events, Count of Unique Events, and Quantity of Products.
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Sum of Values
Sum of Values is a metric used to denote the sum of values of the Qualifier event. For example, if the Qualifier event is a Points Rule, then the Sum of Values metric will measure the sum of points obtained on the Points Rule. This metric provides an aggregated view of customer behavior, allowing businesses to track the total value of a particular customer action or behavior.
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Count of Events
Count of Events is a metric used to measure the physical count of repeated events on the selected activity. For example, if the selected activity is "Number of Purchases," the Count of Events metric will count the total number of purchases made by a customer. This metric provides businesses with a way to track customer engagement and loyalty through the repeated occurrence of a specific activity.
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Count of Unique Events
Count of Unique Events is a metric used to count each event only once on each qualifier metric. For example, if two activities are selected, each activity is counted exactly once even though there may be multiple occurrences of the event. This metric is useful for identifying unique customer behaviors, such as the number of unique referrals or unique social media posts.
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Quantity of Products
Quantity of Products is a metric used to measure the number of products purchased using a defined qualifier purchase activity. For example, if the Qualifier purchase activity is "Total Sales," the Quantity of Products metric will measure the total number of products sold during the defined period. This metric provides businesses with a way to track customer spending behavior and identify trends in product purchasing.
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Qualifier Period
This field allows you to set the period until the segment is expired. This can be set to Lifetime, 7 days, 20 days, 90 days, 180 days, or 365 days depending on the specific timeframe of the segment.
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Conditions Form
This field allows you to add conditions for assigning the segment. These conditions can be single or multiple based on the business logic. The Conditions Form includes the following fields:
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Points Tag/Activity
Based on the Segment Qualifier selected, the condition starts with capturing Points Rule or Activity Configuration from the available points and activities list.
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Property Value Type
The Property Value Type field allows you to choose between three options:
This option allows you to enter a pre-defined value as a condition for assigning the segment. For example, if the selected activity is "Number of Purchases," and you set the property value type to "Constant Value," you can define a condition that requires a customer to make a specific number of purchases to be included in the segment.
This option allows you to select a customer attribute as a condition for assigning the segment. For example, if the selected activity is "Points Rule," and you set the property value type to "Member Attribute," you can define a condition that requires a customer to have a specific number of points to be included in the segment.
This option allows you to select an attribute of the selected activity as a condition for assigning the segment. For example, if the selected activity is "Number of Purchases," and you set the property value type to "Activity Attribute," you can define a condition that requires a customer to make a specific type of purchase to be included in the segment.
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Predicate
The predicate field is a part of the Conditions Form section in the Basic Data tab of the Create New Segment form. It allows you to choose between two options:
This option means that the selected condition is required for a customer to be included in the segment. For example, if the condition is "Number of Purchases greater than 5," then only customers who have made more than five purchases will be included in the segment.
This option means that the selected condition is optional for a customer to be included in the segment. For example, if the condition is "Number of Purchases greater than 5," then a customer can be included in the segment if they meet that condition, or if they meet some other optional condition, such as "Total Spend greater than $100."
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Notifications
Segment Email Notification is a feature within the NextBee Loyalty Program that allows businesses to send targeted email notifications to users when they are assigned a new segment or tier. These email notifications can be used to communicate important information, offer personalized rewards and incentives, and drive engagement and loyalty.
To use Segment Email Notification, businesses need to create and configure the segments and tiers they want to assign to their users. Once the segments and tiers are set up, businesses can use the Notification tab within the segment or tier configuration to create and send email notifications to the users.
To use the Segment Notification Email feature in the NextBee Loyalty Program, the business user can enable the Reward Fulfillment Notification option by selecting the "Yes" radio button in the Enable Reward Fulfillment Notification field. Once this option is enabled, the business user can access the Segment Email Configuration form in the Notifications tab. The Segment Email Configuration form allows the business user to create and configure email notifications for specific segments of customers, and to personalize the content of these notifications
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Segment Email Form
In the Segment Email Configuration form of the NextBee Loyalty Program, there are several fields for configuring the content of email notifications:
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Subject Line
This field allows businesses to enter a subject line for the email notification. The subject line should be clear and compelling and should reflect the content of the email. A well-crafted subject line can increase the chances of the email being opened and read by the user.
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Email Body
This field includes a WYSIWYG editor for creating the content of the email notification. Businesses can use this editor to format the text, add images and links, and customize the overall look and feel of the email. By creating visually appealing and personalized content, businesses can increase user engagement and loyalty.
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File Upload Button
This field allows businesses to upload raw HTML code if they prefer to create their email content using HTML rather than the WYSIWYG editor. This can be useful for businesses who have existing email templates in HTML format.
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Preview Template
This button provides a preview of the email, allowing businesses to see how the email will look when received by the user. This can help to ensure that the email is visually appealing and effectively communicates the intended message.
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Download Sample Template
This button allows businesses to download sample email templates, which can be used as a starting point for creating their own email templates. By modifying and customizing these templates, businesses can create personalized email content that resonates with their customers and drives engagement and loyalty.
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Segment Details
The Segment Details View is a screen that can be accessed by clicking the "Details" button against a record of the Segments list. The Segment Details View provides businesses with a detailed overview of a particular segment, including its Basic Data and Segment Specs Conditions.
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Basic Data
The Basic Data section of the Segment Details View includes information such as the Segment ID, Segment Name, Segment Type, Condition Type, Email Notification and Status.
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Segment Specs Conditions
The Segment Specs Conditions section of the Segment Details View includes information about the criteria and conditions that are used to assign customers to the segment. This includes details such as the Segment Preference (system evaluated or manual assignment), the Segment Qualifier (points, activity, or purchase), the Qualified Metric (sum of values, count of events, count of unique events, or quantity of products), and the Qualifier Period (lifetime, 7 days, 20 days, 90 days, 180 days, or 365 days). This information can be useful for businesses in determining how to assign and manage their loyalty program segments.
In the top right corner of the Segment Details View, there is an "Edit" button that can be used to access the Edit Segment screen. This screen allows businesses to make changes to the details and specifications of the segment, including modifying the Segment Name etc.
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Edit Existing Segment
The Segment Edit Screen is a screen within the NextBee Loyalty Program that allows businesses to make changes to the basic information of a segment. This includes editing the Segment Name, Start Date, and End Date. However, unlike other configuration edit screens, the Segment Edit Screen has limited edit capabilities.
This is because of the business logic constraints that have been set in place to ensure the effectiveness and consistency of the loyalty program segments. Once the segment conditions have been created, they cannot be edited or modified. Any changes made to the segment conditions can lead to unexpected results and impact the overall effectiveness of the loyalty program.
Therefore, the Segment Edit Screen is primarily used for making minor changes to the basic information of a segment, such as updating the Segment Name or adjusting the Start Date and End Date. If businesses need to make more significant changes to the segment conditions, they will need to create a new segment and assign customers to it accordingly.