Create a segment of all customers created from GiftPro
Create a real time segment of all customers created from GiftPro
If you just wish to have a board segmentation for all customers created from GiftPro, then just follow these steps instead:
Open the Single Customer View module, then click Contact Segmentation.
Drag and drop the Source Wizard, then select Source ID.
From the available options, select GiftPro.
Click Next.
🤓Tip: The wizard segment is refreshed on real time.
Create a segment of all customers created from GiftPro
Open the Single Customer View module, then click Contact Segmentation.
By the Source Wizard, click the expand
icon. From the available options, select GiftPro.
🤓Tip: The node segment is refreshed daily, as an overnight refresh.
Create a segment based on specific information from GiftPro
To create a segment based on specific information created from GiftPro, follow these steps :
Open the Single Customer View module, then click Contact Segmentation
From the Data Tree nodes list, expand the node named Gift Card, then drag and drop the GiftCard Wizard.
Select the relevant field for your segmentation:
Gift Card.
Card Title.
Initial Balance.
Current Balance.
Total Spend.
Purchase Date.
Expiry Date.
Click Next, add a title to your segment, then click Next.
Create a segment based on transaction information from GiftPro
To segment customers based on when they made a transaction using a gift card or how much they spent, follow the steps below:
Open the Single Customer View module, then click Contact Segmentation
From the Data Tree nodes list, expand the node named Gift Card, then drag and drop the GiftCard Transactions Wizard.
Select the relevant field for your segmentation:
Gift Card.
Amount.
Initial Balance.
Transaction date.
Location.
Click Next, add a title to your segment, then click Next.