As of now on Cheerio AI you can just target your customer based on uploaded datasheet but now with our new segmentation feature we're allowing you to target customers based on their customer attributes For example: If you have dataset of 100 contacts across over the India but you want to target only customers who have their "City" as "Mumbai".
Now you can target customers having city as Mumbai using segmentation in our campaign flow.
Here are the step to follow:
1. Go to the campaigns page and click on "New campaign" to start a campaign.
2. Name your campaign and select label/customers list/dataset from the drop-down or you can upload a CSV right here or "All contacts" which will filter data from all the uploaded contacts.
3. Click on the "Add attributes" button right below the label you've selected.
4. Here you can see you have 4 different parameter to filter out your dataset.
Customer attributes in your dataset (Like Name, phone no, City, State, Pincode)
Conditions (Like equal to, not equals to, contains, doesn't contains & more...)
Value of an attribute (Selective field/ Input field)
AND/OR (For more than 1 conditions)
5. Select an attribute that you want to use to filter the dataset (Let's use the same example as before where we were targeting customers from a City as Mumbai)
So, in this case, attribute will be the City
6. Condition: Now here we can use 2 options which are "equals to" or "Contains"
6.1 If we take the condition as "equals to" and put the value as "Mumbai" or "mumbai". It will filter out data in which city is Mumbai.
6.2 If we take condition as "Contains" and put value as "Mumbai" or "mumbai". It will filter out data in which city contains mumbai.
7. Let's apply one more condition where city is "Delhi". Now we have two option AND/OR which basically If you choose AND as condition It will pick both the attributes data where city as mumbai and delhi.
but
If we use OR as a condition between Mumbai or Delhi. It will filter contacts which are either Delhi or Mumbai not both!
8. Click on verify attributes to check whether conditions you've applied are correct or not and based on that dataset will be filtered.
9. Follow the same process you used to run the campaign afterward.
In case you've doubts & queries reach out to us at admin@cheerio.in