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Build recipient segments in Email Campaigns

 

Introducing Build Recipient Segments in Email Campaigns

In today’s fast-paced digital marketplace, effectively targeting your audience can mean the difference between a successful campaign and a missed opportunity. At Bosseo.com, we’re excited to introduce a revolutionary new feature within Bosseo CRM: Build Recipient Segments. Designed to streamline the segmentation of email recipients, this enhancement facilitates campaign targeting directly from within the Email Campaign interface, providing unprecedented flexibility and efficiency.

Why Build Recipient Segments?

Previously, users had to navigate to separate sections like Contacts or Workflows to build Smart Lists or apply Tags for segmentation. This multi-step process often disrupted workflow and consumed valuable time. The introduction of the Build Segments option directly into the recipient section of the email campaign resolves this inefficiency. Campaign creators can now construct complex recipient lists on-the-fly without having to leave their current task.

Build Segments Interface

Key Benefits

No More Pre-Created Lists

With this feature, there’s no longer a need to pre-create Smart Lists, simplifying the campaign setup process significantly.

Streamlined Workflow

All campaign segmentations can be managed from one place, ensuring a cleaner, more efficient process.

Intuitive Exclusion Options

The ability to easily exclude certain contacts or tags makes targeting more precise than ever.

How It Works

Using the new feature is simple and intuitive:

Step-by-Step Guide

1. Open Campaigns

Open any email campaign you wish to edit or create a new one through the Bosseo platform.

2. Access Send/Schedule Screen

Proceed to the Send or Schedule screen within your campaign management view.

3. Build Your Segment

In the Recipient section, click ‘Build Segments’. From here, add conditions using Tags, Contacts, Smart Lists, or pre-existing Segments. Combine these rules with AND/OR logic to refine your target audience.

Add Conditions Interface
AND/OR Logic Interface

For further guidance, our detailed support documentation is accessible here.

Use Cases for Various Industries

Home Improvement

Home improvement businesses can use this feature to target specific customer segments based on past purchases or expressed interests. For instance, customers interested in specific services like kitchen remodeling can be segregated from those looking at exterior painting, allowing for highly personalized communication that is likely to result in higher engagement rates.

Legal Practices

Law firms can tailor their email campaigns to reach potential clients based on case types or areas of interest. Segmentation by legal service needs – such as family law, property law, or corporate law – ensures that clients receive relevant information and nurtures trust and interest.

Medical Practices

For medical practices, building recipient segments allows for targeted communication with patient groups needing certain services or reminders for annual check-ups. This could include separating patients by demographics, health conditions, or previous appointment history, thus enhancing patient interaction and care.

The Build Recipient Segments feature is a significant advancement in how businesses can engage with their audience through email. By bringing segmentation tools into the campaign interface, Bosseo CRM continues to empower businesses to create more effective, personalized campaigns without leaving their workflow. We look forward to seeing how this new feature will help refine your email marketing strategy.

Build recipient segments in Email Campaigns - Bosseo CRM

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