Segments in Mortar AI are dynamically updated groups of customers or entities categorised based on shared attributes, behaviours, or predictive analytics. They are a core feature for data-driven personalisation, allowing businesses to create and manage targeted groups for marketing, sales, and customer engagement.
Key Features of Segments in Mortar AI:
Dynamic Updates:
Segments automatically refresh as customer data evolves, ensuring the group remains relevant and accurate.
Advanced Filtering:
Create segments based on multi-dimensional criteria, such as demographics, purchase history, website interactions, or AI-driven predictions.
Predictive Insights:
Leverage Mortar AI’s machine learning models to build segments based on future behaviour, like churn risk or high-value customer potential.
Example: A churn risk segment may include users with declining engagement or a drop in purchases.
Integration-Ready:
Segments can be directly exported or synced with tools like Klaviyo, CRM systems, or analytics platforms for seamless marketing execution.
Scalability:
Suitable for businesses of all sizes, Mortar AI allows for granular or broad segmentation, depending on campaign needs.
Use Cases:
High-Value Customers: Frequent buyers with high average order values.
At-Risk Customers: Users showing signs of disengagement or churn.
New Customers: Recently acquired customers who need nurturing.
Product-Specific Shoppers: Customers frequently engaging with specific product categories.
How to Create a Segment:
Click “Create Segment.”
Set conditions using “and” or “or.”
Select attributes and criteria (e.g., equals, not equals, null, not null).
4. Finalise and save.
The segment will appear in the list, showing profile details dynamically.
Takeaway:
SegmentsinMortarAIempowerbusinessestoactstrategically,ensuringeveryinteraction is personalised and impactful