Using Segmentation Within the Opportunities Engine

Segmentation is where data turns into action. Within the Opportunities Engine, segmentation helps you translate insights into targeted communication — ensuring that each campaign reaches the right audience, through the right channel, with the right message.

By understanding and refining your segments, you can maximize the impact of every campaign and make the most of the opportunities the Engine identifies.

Every opportunity uncovered by the Engine is connected to specific customer behaviors — missed engagements, repeated activity, or consistent interest in a particular offer.
Using segmentation allows you to act on those signals instead of treating your audience as one large group.

Through tailored segments, you can:

• Re-engage missed opportunities with personalized follow-ups.
• Nurture active users with timely cross-sell or upsell campaigns.
• Identify dormant users and bring them back with reactivation messages.
• Deliver relevant offers that match each user’s behavior and preferences.

Segmentation ensures your campaigns feel personal, relevant, and effective.

The Opportunities Engine makes segmentation simple and flexible. Here’s how you can leverage it step-by-step:

1. Review your opportunity tiles: Each tile highlights a data-driven suggestion, such as users who dismissed previous campaigns or those likely to engage with a specific product.
2. Select or adjust your target segment: You can use the pre-defined segment surfaced by the Engine or customize it further — filtering by engagement history, demographics, channel preferences, or behavior.
3. Refine based on your goal: For example, if your goal is re-engagement, narrow your segment to users who have missed the last few campaigns. If it’s conversion, focus on users who’ve shown interest but haven’t completed an action.
4. Create or duplicate segments: Build a new segment directly within the Engine or duplicate an existing one to make minor adjustments — ideal for A/B testing variations.
5. Save and apply your segment to a campaign: Once your segment is finalized, link it to a campaign tile to generate a tailored message and channel combination instantly.

Tips for Maximizing Segment Performance💡

• Start broad, then refine: Use initial campaigns to observe engagement trends, then tighten your filters based on response rates.
• Leverage behavior-based data: Focus on how users interact — not just who they are. Actions such as dismissing a campaign or logging in after a push reveal stronger intent signals than static attributes.
• Test and learn: Duplicate segments to experiment with variations in tone, timing, or offer type. Small adjustments can uncover powerful engagement differences.
• Align segments with goals: Always tie your segmentation logic to measurable objectives — such as click-through rates, conversions, or app activity.

The true strength of the Opportunities Engine lies in its ability to combine automation with control. It surfaces intelligent segment suggestions — but gives you full flexibility to modify, test, and personalize them.

Every refined segment becomes a step toward higher engagement, stronger relevance, and better results.

So whether you’re starting from a suggested opportunity or designing your own, remember: segmentation is where precision meets performance.