How to Segment Customers for More Targeted and Effective Marketing Campaigns

Want your marketing to hit the right people at the right time? Start with segmenting customers. It’s the simple idea of dividing your audience into smaller groups based on things like interests, behavior, or location.

That way, your emails and campaigns don’t just feel like noise – they feel personal.

One of the easiest ways to collect the info you need for segmentation? Online forms. Tools like 123FormBuilder, powered by Kiteworks, let you build secure forms to gather data, organize it, and send it straight to your marketing tools. Let’s break it all down.

What Is Customer Segmentation?

Customer segmentation is grouping your customers based on shared traits. These could be:

Why does this matter? Because not all your customers want or need the same things. A first-time visitor and a loyal customer shouldn’t get the same email. Segmentation helps you speak directly to each type of customer, not just send out a generic message to everyone.

And you can segment your audience using online forms! 123FormBuilder allows you to collect information quickly and easily. With them, you can create strong databases that you can further separate into groups to target differently in your email campaigns. 

Why Use Online Forms for Segmentation?

You can’t segment without data, and online forms are a simple way to get it.

You can ask questions directly on your site, in an email, or even on social. You decide what data matters. Whether it’s favorite products, budget range, or newsletter preferences, you control what’s collected.

123FormBuilder makes this even easier. It’s built with privacy and security in mind, especially if you’re dealing with sensitive info. It also connects with tools you already use, like CRMs and email platforms, making sure everything flows smoothly (and securely). 

Why 123FormBuilder?

Here’s why marketers and enterprises rely on it:

• You control what’s asked: Customize every field on your forms. Use form fields and conditional logic to personalize each responder’s experience and obtain accurate information. You can later use that data to create different marketing campaigns for different types of customers.
  
• It’s secure: Built with HIPAA compliance and powered by Kiteworks. All data collected via online forms is encrypted, secure in transit and at rest, allowing for complete security and peace of mind.
  
• Easy to connect: Plug your forms into tools like Mailchimp, Salesforce, or HubSpot. They integrate natively, automating full processes so you can spend more time doing what’s important: finding new and innovative email marketing campaign ideas!
  
• You stay compliant: Keep customer trust and meet privacy laws. 123FormBuilder is HIPAA compliant and GDPR compliant, so you don’t have to worry about that when working on segmenting customers for your effective email marketing campaigns.
  

Whether you’re running a healthcare company, an online store, or an agency, secure data collection is a must. 123FormBuilder keeps that part handled. The conditional logic feature is a godsend, allowing you to easily collect precise data that simplifies segmenting customers into groups you can target differently using email marketing strategies.

How to Use Segmentation in Email Marketing

Once you’ve got your customer info, it’s time to put it to work.

Let’s say you’ve segmented your list into three groups:

• New subscribers
  
• Returning customers
  
• Lapsed customers
  

Now, you can send different emails to each group:

• Welcome discounts to new subscribers
  
• Product recommendations for return customers
  
• Win-back offers for people who’ve gone quiet.
  

The result? More opens, more clicks, more conversions. When you are not pleased with the results, persevere and make changes to your copy. Provide each segmented customer group with relevant information that helps them, gives insights, answers to their questions, and recommends specific products or services you sell to entice them. 

5 Steps to Segment Customers with Online Forms

1. Pick your criteria
   What do you want to know? Think: location, preferences, product use.
   
2. Build the form
   Use 123FormBuilder to create a clean, simple form with the questions you need.
   
3. Share the form
   Put it on your site, in a campaign, or send it to your list.
   
4. Look at the data
   Group customers based on their answers. That’s your customer segmentation.
   
5. Connect to your tools
   Send segmented data to your email platform and start personalizing your effective email marketing campaign.
   

Why This Matters

Sending the same email to everyone doesn’t work anymore. People ignore emails that don’t speak to them. Or worse – they unsubscribe.

Segmenting customers changes that. It helps you:

• Send better content
  
• Keep your audience engaged
  
• Increase sales without guessing
  

It’s smart marketing. And with 123FormBuilder, it’s easier than you think. You simply create branded online forms that you can use to build your databases. Then, connect 123FormBuilder with your favorite CRMs and email marketing tools to set up your campaigns. 

Let’s Wrap This Up

If you want better email results, start with customer segmentation. And to do that right, you need clean, secure, and reliable data.

Online forms help you collect that data. 123FormBuilder helps you do it safely and easily. It’s HIPAA-compliant, powered by Kiteworks, and works with your existing tools.

So, if you’re ready to stop guessing and start sending emails people actually care about, start segmenting.

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