What is segmento and how to Run campaign, send SMS and Email from segmento


Segmento is a contacts management system. Segmento helps in achieving the below actions: 


  • Run targeted campaigns
  • Personalize marketing content 
  • Automatically segment distinct customer groups 
  • Subdivide and send relevant user content 
  • Filter out inactive customers 
  • Access only the needed data


There are multiple ways of uploading the data in Segmento: 


1. Using ADD option: PFB, option to start adding the contact manually. 


The same attributes get available at the time of adding the contacts, which can be used as a key field to bifurcate the contact in the future. 




2. Import contact: An CSV excel file that contains the data of your contact can be uploaded using this option.



3. Custom attribute : 

To add unique field select custom attribute, enter the name and select the type. 



Filtering data using custom attributes: 


Once the contact is added under the "All contacts" option user can later filter the data on the basis of the attributes set & can send the communications to a specific set of audiences. 





Instead of adding contacts multiple times you can create a phonebook once and use it multiple times. 


Refer this doc to see how - https://msg91.com/help/how-to-use-phonebook-in-segmento


Sending emails communication from Segmento -


From the above steps once the data is filtered, click on communication & select the communication type as Emails. 


In Step2, select preferred template ID preferred domain & email name. 

NOTE: To send email communications via segment you would need an active email service with MSG91. The email templates must be in active status.



In step3, define the values like To, Cc, Bcc & variables available in the email template from the respective column of the collections uploaded & send.



Running campaign from Segmento -


once the data is filtered, click on communication & select the communication type as Campaign. 

 



In Step 2 - Select the name of your campaign


Step 3 - Select required values and map them accordingly.



Sending SMS from Segmento -


once the data is filtered, click on communication & select the communication type as SMS.

 

 

Step 2 - Select your FLOW ID, Refer this doc to see how can you create your  Flow.


Step 3 -  You will see all the variables as per your template content, Map your variables as per your requirement.