How to Implement Segmentation (with API & CRM):
Posted: Tue Jun 17, 2025 9:39 am
Re-activation Campaigns: Targeted messages to bring back inactive customers.
How to get data: Managed through your CRM, often with automated tagging based on customer actions.
e) Source/Opt-in Channel Segmentation:
Based on where or how the customer gave consent.
Data Points: Opted in via Facebook ad, website pop-up, physical store QR code, customer support chat.
Use Cases:
Understand which channels are most effective for acquiring engaged WhatsApp leads.
Tailor follow-up messages based on their initial intent (e.g., if they opted in from an ad about a specific product, continue that conversation).
How to get data: Tracked whatsapp number list during the opt-in process and stored in your CRM.
Collect Rich Data (with Consent!): Beyond just the phone number, gather as much relevant customer data as possible during the opt-in process and subsequent interactions.
Choose a Robust CRM/Messaging Platform: Select a platform that integrates with WhatsApp Business API and offers strong segmentation capabilities (tagging, custom fields, list management, automation rules).
Define Your Segments: Clearly define the criteria for each segment you want to create (e.g., "High-value customers who bought in the last 30 days and browsed Category X").
Create Tags/Labels/Lists in Your Platform: Use the segmentation features of your CRM/BSP to create these groups. Many platforms allow automated tagging based on rules (e.g., "if customer views Product Y, add tag 'Interested_ProductY'").
Automate Where Possible: Set up automated workflows to add or remove contacts from segments based on their actions or data changes.
Craft Targeted Messages: Develop specific message content, offers, and calls to action for each segment.
How to get data: Managed through your CRM, often with automated tagging based on customer actions.
e) Source/Opt-in Channel Segmentation:
Based on where or how the customer gave consent.
Data Points: Opted in via Facebook ad, website pop-up, physical store QR code, customer support chat.
Use Cases:
Understand which channels are most effective for acquiring engaged WhatsApp leads.
Tailor follow-up messages based on their initial intent (e.g., if they opted in from an ad about a specific product, continue that conversation).
How to get data: Tracked whatsapp number list during the opt-in process and stored in your CRM.
Collect Rich Data (with Consent!): Beyond just the phone number, gather as much relevant customer data as possible during the opt-in process and subsequent interactions.
Choose a Robust CRM/Messaging Platform: Select a platform that integrates with WhatsApp Business API and offers strong segmentation capabilities (tagging, custom fields, list management, automation rules).
Define Your Segments: Clearly define the criteria for each segment you want to create (e.g., "High-value customers who bought in the last 30 days and browsed Category X").
Create Tags/Labels/Lists in Your Platform: Use the segmentation features of your CRM/BSP to create these groups. Many platforms allow automated tagging based on rules (e.g., "if customer views Product Y, add tag 'Interested_ProductY'").
Automate Where Possible: Set up automated workflows to add or remove contacts from segments based on their actions or data changes.
Craft Targeted Messages: Develop specific message content, offers, and calls to action for each segment.