Recap discussion: [Interactive workshop] Build your retention audiences for 2023

  • 6 January 2023
  • 3 replies
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Thanks for attending today’s training! Below you will find all the referenced material and segment definitions from the interactive workshop. Please let us know if you have any neat ideas you would like to share with the group!

Segment definitions:

Build phase 1: engaged leads who haven’t converted

  • If someone is or is not in a list- where list = main mailing list

    • By date added, in the last 60 days

(Make sure to cover all your lists!)

AND

  • If someone is or is not suppressed: person is not suppressed

 

AND

  • What someone has done (or not done): has clicked in the last 60 days

AND

  • What someone has done (or not done): has placed order zero times over all time 

 

Build phase 2: holiday first time purchasers

  • If someone is or is not in a list: person is in Beantown (or main mailing list)

AND

  • If someone is or is not suppressed: is not suppressed

AND

  • What someone has done (or not done): has placed order zero times before 11/15/2022 (or the start of your promotional period)

AND

  • What someone has done (or not done): has placed order equals 1 over all time 

 

Build phase 3: Easy upsell

  • If someone is or is not in a list: person is in Beantown (or main mailing list)

AND

  • If someone is or is not suppressed: is not suppressed

AND

  • What someone has done or not done: has ordered product in the last 60 days where Name equals coffee beans

AND

  • What someone has done or not done: has ordered product zero times over all time where Name equals Beantown mug

 

Helpful resources: 

 


3 replies

Userlevel 3
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Hi all,

We are working with the webinar provider to gain access to today’s recording. In the meantime, we have created the following videos on how to build each audience:

We are working to resolve the issue and get you the final recording. Thank you for your patience and understanding!

 

Best,

Gillian 

Userlevel 3
Badge +11

Hi everyone! Here is how to build the Campaign Performance Report - to measure the success of your retention segments!

It would be great to see the Q&A tab posted somewhere so we can go back and reference any questions others asked that might be relevant to others. 

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