Setup GuideIntermediate Difficulty30 minutes Setup

How to Create Customer Segments for WhatsApp Broadcasts

Build targeted customer segments for more relevant WhatsApp broadcast campaigns. Increase conversion rates with segmented messaging using purchase and behavior data.

1

Identify meaningful segmentation criteria for your business

Common segments include: purchase history (category, product, frequency), geographic location, customer lifecycle stage (new, active, lapsed), order value tier, and platform of origin. Choose 3-5 criteria most relevant to your campaigns.

2

Tag conversations and customers in Replyot

Use Replyot's conversation tagging feature to label customers based on their behavior — 'Bought Electronics', 'VIP Customer', 'Inactive 60 days', 'From Broadcast Campaign 1'. These tags power your segment filters.

3

Create your target segment for each campaign

Before each broadcast, define the segment to target. For a new electronics product, select contacts tagged 'Bought Electronics'. For a loyalty offer, select contacts tagged 'Repeat Buyer'. Tighter targeting improves conversion.

4

Build appropriate message content for each segment

Tailor broadcast message copy to the segment's context. A message to 'Lapsed Customers' should acknowledge the gap and offer a re-engagement incentive. A message to 'VIP Customers' should feel exclusive and appreciative.

5

Measure segment performance and refine

After each broadcast, track reply rate, order rate, and opt-out rate per segment. Segments with high opt-out rates may be poorly targeted or over-messaged. Adjust frequency and content accordingly.

FAQ

Frequently Asked Questions

How many segments should I create?
Start with 3-5 meaningful segments and expand over time. Common starting segments: new customers (first 30 days), repeat buyers, lapsed customers (inactive 60+ days), and high-value customers.
Can I target customers based on what they've purchased?
Yes. If orders are tracked in Replyot, conversations can be tagged by product category or specific items purchased, enabling targeted campaigns for related products.
What is the minimum segment size worth creating a separate campaign for?
Practically, any segment with 50+ contacts is worth a tailored campaign. Smaller segments might be better merged with a related segment with a slightly broader message.

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