April 15, 2024
0
 min read

Unleashing advanced customer segmentation with the Simon Data CDP

Author
Kwame Manu
Associate Solutions Architect

Let's be honest: keeping up with customers these days is exhausting. They demand personalized experiences, but getting the right data to make that happen often feels impossible. 

To achieve this level of personalization, marketers need to break their audience into tiny groups — and old-school segmentation just doesn't cut it anymore. 

Thankfully, no-code tools like Simon Data’s CDP change the game entirely. Imagine easily creating those super-specific audience groups yourself. Now you can truly connect with your customers on their terms. 

In this article, we’ll get into the nitty-gritty of how Simon’s no-code segmentation can help marketers deliver the 1:1 relationship customers expect.

The importance of advanced segmentation

Today, humans are constantly plugged in and powered on. We’re drowning in ads and messages from our phones, our inboxes, and even our favorite websites – it's nonstop marketing noise.

That's why getting your brand’s message to stand out is so tough. The only way to break through is to make it feel like you're talking directly to each customer about things they actually care about. 

Here’s where advanced segmentation comes in. Instead of blasting everyone with the same message, you can use advanced segmentation to create laser-focused groups based on who they are, what they buy, and how they interact with your brand.

The evolution of marketing segmentation

Remember the days when you had to beg the IT team to create a simple customer list? It took forever, and by the time you got the data, it was useless. 

Old-school segmentation was a total pain, and even then, you couldn't get the level of detail you needed to keep up with how fast customers' needs change. Thankfully, this has changed with the emergence of customer data platforms (CDPs).

So, gone are the days of asking your IT teams for customer data, along with the one-size-fits-all marketing blasts that fall flat. 

Today's savvy customers want to feel understood — they expect experiences that cater to their specific interests. This makes pinpointing the right audience segments crucial for success. Unfortunately, traditional methods can be cumbersome, involving lots of coding and manual effort.

Here’s where Simon's no-code segmentation comes into play. It empowers you to effortlessly harness the power of the customer data you already have. With its user-friendly interface and seamless integrations, Simon lets you easily build those hyper-specific segments, paving the way for truly personalized marketing at scale.

The benefits of advanced no-code segmentation

Simplified workflows

One of the most significant advantages of advanced no-code segmentation is its ability to streamline marketing workflows. With Simon’s CDP, marketers can quickly and easily create sophisticated audience segments using an intuitive interface.

This eliminates the need for manual coding and complex data manipulations, allowing marketers to focus on strategy and creativity rather than technical implementation. 

By providing a user-friendly interface and seamless integrations with leading data platforms, Simon makes segmentation accessible to marketers of all backgrounds and skill levels.

Enhanced personalization

Personalization is the crux of modern marketing, and segmentation enables brands to personalize their messages. By dividing audiences into smaller, more targeted segments, marketers can deliver personalized messages and offers that are more likely to resonate with individual recipients.

An example of a personalized email offer marketers can create with a CDP

Using Simon's advanced segmentation capabilities, marketers can create hyper-specific segments based on a wide range of criteria, from demographics and purchase history to browsing behavior and engagement patterns. This level of personalization improves the effectiveness of marketing campaigns while enhancing the overall customer experience.

Enhanced marketing agility with no-code segmentation

Advanced no-code segmentation tools like Simon give marketers the power to adapt quickly to changing market conditions and consumer behaviors.

Marketers can create and refine audience segments in real time, allowing them to seize new opportunities and respond promptly to emerging trends. This agility not only boosts campaign effectiveness but also strengthens overall marketing strategy, and it ensures that organizations stay competitive in today's dynamic digital landscape.

Seamless integration with existing systems

No-code segmentation tools aren't just powerful, they play nicely with the systems you already use, too. Simon integrates smoothly with your favorite CRM, email platforms, and data tools

This means you don't have to overhaul your whole setup to get started. All your important customer data flows into one place, making it easy to build those targeted segments. Plus, your entire team can work together more efficiently.

Scalability and flexibility for the entire org

No matter how big or small your business is, the right segmentation tool should grow with you. That's where advanced no-code solutions shine. Tools like Simon adapt to your changing needs. Need to manage a few simple customer groups? Easy. Want to handle massive, super-detailed segments? No problem.

This flexibility extends to your budget too. These solutions often have plans for businesses of all sizes, so you get the features you need without overpaying.

Seamless integration with Snowflake

Snowflake users, this is for you! Simon connects directly to your Snowflake data without any clunky setups. This means you can start using that valuable data to power your campaigns in record time.

Building powerful segments with Simon Data’s CDP

Simon's segment builder makes those complex audience groups a breeze. There's no coding knowledge needed, just an easy system that anyone on your team can handle. This means you spend your time figuring out the perfect target of customers, not struggling with technical stuff.

It connects seamlessly to your favorite data tools, giving you up-to-the-minute insights to make your campaigns hit harder.

If you're looking for a powerful audience-building tool that won't make you want to tear your hair out, Simon's segment builder is the answer.

Simon CDP's Connected architecture

In Simon's Connected deployment, marketers unlock the potential of their Snowflake data to craft highly targeted audience segments effortlessly. 

Let's briefly look at how Simon's segment builder empowers marketers to create segments tailored to their campaign goals. For full documentation and technical help, please refer to our docs here.

Creating a segment in Simon Data

To build a segment in Simon, from the left navigation, click Segments., then click Create Segment. Now, the journey begins! 

Defining the segment criteria

Ready to get into the weeds? This is where you can zero in on exactly which customers you want to reach. We're talking about details like what they've purchased, how they interact with your website... all the good stuff! Easily pick and choose from all your Snowflake data to create the perfect audience group. Simon also offers an AI-powered option to auto-generate segment descriptions, enhancing efficiency and accuracy within your segmentation.

You can think of filter groups as your precision targeting tool. They let you layer on those specific customer details to find exactly the right audience.  Need customers who meet condition "A" AND condition "B"? Want those who meet "A" OR  "B"? It's easy to switch up the rules to match whatever goal you have. With Simon, you can even combine customer properties and customer events, which not every CDP can do.

Defining a customer segment in the Simon CDP

Controlling segment size and real-time updates

Simon puts you in control of your audience numbers and provides you with real-time updates. By using our “Refresh” button feature, you can see exactly how many people fit your criteria in real time —no more guesswork! Then, easily adjust who you're targeting to make sure your campaign has the perfect reach. 

Because Simon syncs up with Snowflake constantly, your audience lists are always accurate and up-to-the-minute, saving you the headache of manual updates.

Simon's customer segmentation "refresh" data button

How to save and manage customer marketing segments in Simon

Once you've got your segment just right, you can save it to use again later, which is helpful for campaigns you run regularly. You can also reference segments within another segment. 

This is especially useful if you have common criteria used across multiple campaigns. because if (or when) a base segment criteria changes, you only need to update it in one place — all other segments with that criteria will automatically update.

Additionally, creating a segment in Simon will remain accurate and updated if your Snowflake data and segment criteria change. The real value of having segments available in your Snowflake instance is the ability to access deeper reporting and analysis beyond your in-app segment insights.

Unlocking audience insights with Simon segment insights

Segment Insights is like an X-ray for your customer groups. It shows you exactly who they are and what makes them tick.  Just navigate to the Segments dashboard, pick the segment you're curious about, and boom: all the data (including person-level insights) you need to design campaigns that are guaranteed to hit the mark.

The segment's "detail view" in the Simon CDP

Driving marketing success with advanced segmentation

No-code segmentation with Simon takes the guesswork out of marketing. It lets you easily find the right audience for every campaign and deliver the kind of results that get noticed.

Big marketing team or small team – it doesn't matter. Simon's easy-to-use platform helps you find hidden gems in your data and turn those insights into campaigns that get results.

Simon's segment builder puts the power in your hands. Figure out exactly who you want to reach, then see the updates in real time. It's all designed to make your marketing life easier.  

Ready to connect with your customers on a whole new level? Give Simon a try and see the difference for yourself.

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