Customer segmentation and scheduling: using history and services for more relevant messages
Segmentation does not need to be complex: start from frequency, booked services and time since last appointment.
Quick answer
Useful communication starts from context. Booking history helps send messages that are more relevant and less generic.
- Booked service
- Last appointment date
- Return frequency
Use data already in the flow
The best segments start from information the team naturally collects.
- Booked service
- Last appointment date
- Return frequency
Give each segment a goal
A segment without action is only a list. Decide what to propose and when.
- Customer return
- Complementary service
- Seasonal reminder
Keep lists light
Overly refined segments become hard to update and use.
- Few rules
- Automatic update
- Measurable results
Basic segments
- ✓ Inactive customers
- ✓ Recurring services
- ✓ High-value customers
- ✓ New customers to follow
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Useful next pages
FAQ
Do I need complex segments?
No. A few clear segments are often more useful than many lists that are hard to maintain.