Target marketing segments for mailing campaigns

Personalized mailings can generate powerful KPIs and optimize your conversion rate. A carefully selected target group ensures that your customers receive relevant information at each customer journey stage.

To create tailored mailing campaigns, you can use marketing segments from Optimizely Visitor Intelligence as target groups for mailings in Optimizely Campaign's Smart Campaigns and Marketing Automation

A marketing segment is a collection of user profiles, filtered by criteria such as visits to a specific page on your website or visitors from a specific location.

Optimizely Visitor Intelligence tracks website visitor behavior and stores user profiles in a database, from which you can create a segment. You can also create a segment of visitors matching a specific audience in Optimizely CMS.

You can access Optimizely Visitor Intelligence with the product switcher

, or from the Optimizely Campaign menu > Analytics > Optimizely Visitor Intelligence.

The Segments view shows recently created segments and segments labeled as your favorites. You can edit the attributes of a segment from its context menu. You can also click the individual segment to modify its attributes. See Edit a segment.

If you want to create a segment, you can

See also Work with audiences for personalization and segments.

Smart Campaigns is a tool for sending out one-shot campaigns, such as an event invitation or special Christmas offers. Smart Campaigns lets you send messages through email, print, Mobile Push, and SMS channels.

To use Smart Campaigns, open the Optimizely Campaign menu and select Campaigns > Smart Campaigns.

You can use marketing segments as target groups for new or existing campaigns. To do this, select a campaign in the campaign overview and click Create… or Edit….

To add a segment to your campaign:

Marketing Automation lets you create multi-step campaigns with action – and event-based mailings, perfectly adapted to a highly diverse set of target groups using fully automated distribution cycles. You can create campaigns based on your customer database and then refine them when the campaign is up and running.

To use Marketing Automation, open the Optimizely Campaign menu and select Campaigns > Marketing Automation.

You can use marketing segments for new or existing campaigns. Select a campaign in the overview and click Create or Edit to do this.

To add a segment to your campaign: