Autosegments FAQ

Overview

This article answers common questions about the autosegments feature. It guides you on how to create and optimize customer segments to improve your campaigns. You'll learn to choose customer properties, use tools like the bubble chart and value filters, and find high-potential segments to integrate into your workflow. Whether you're improving or starting new campaigns, this article offers key insights and best practices to help you get the best results.

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This is a Premium tier feature powered by Loomi AI.

FAQ

Customer properties and metrics

Which customer properties or metrics should I enter when I create autosegments?

To optimize autosegments, start by defining the goal of your segment. This ensures alignment with your marketing objectives, such as enhancing email campaigns or Facebook Ads. Enter properties that will help personalize content for a new campaign, such as:

• Category affinity
• Last product purchased
• Gender
• Location

Consider metrics like email open rates or days since last purchase to tailor your segments and boost campaign performance.

What are some useful properties or metrics within Engagement?

Engagement provides built-in metrics like email open rates and conversion rates and allows you to create custom metrics.

You can use tools like Aggregates and Running Aggregates and Definition Expression to develop powerful customer properties, such as favorite category or days since last purchase. For more details, read our Metrics article.

What should I do if the segment insights from Loomi are unclear or not useful?

• Check customer properties: Ensure the selected properties align with your campaign’s goal. You can also verify the freshness of your data with your data team or Customer Success Manager.
• Give it time: Customer behavior and fresh data will help Loomi AI discover new segments.
• Stay updated: Regular updates improve segment insights.

Bubble charts

How do I define the best segment from the bubble chart?

• Define your goal: Ensure your segment aligns with your business objectives.
• Set relevant metrics: Choose metrics for the x and y axes that match your goals. For example, if you're focusing on email engagement, set the x-axis to email open rate and the y-axis to conversion rate.
• Focus on outliers: Look at the bubbles in the corners of the chart. These often represent valuable segments, like those with high lifetime value (LTV) but low engagement.
• Use Loomi AI insights: Use insights like product category affinity to personalize your campaigns. For example, if a segment shows a strong affinity for a specific brand, tailor your strategy to that brand.
• Ensure Cross-reference the bubble chart data with Loomi AI insights to find segments with strong engagement and high conversion potential.
• Use the value filter: To narrow your results, apply filters to exclude customers based on specific metrics, like LTV or engagement.
• Zoom in: To examine the chart, use your mouse to draw a rectangle around the area of interest. If you need help, contact your Customer Success Manager or Business Consultant.

What if I still can’t find valuable segments?

• Check your properties and metrics: Make sure your chosen properties and metrics align with your segment’s goal.
• Use additional properties: Add attributes like segment membership or predictions. For example, Loomi AI might find a sub-segment where users are more than 85% likely to purchase, have an LTV over USD 1,000, and haven’t purchased in over 30 days.
• Test multiple autosegments: Create different segments based on various goals, such as email optimization and paid media.
• Revisit regularly: Customer data changes over time. Check and adjust your autosegments regularly to keep them up to date.
• Expand your properties and metrics: Add more customer properties and metrics to refine your autosegments. Use tools like Aggregates and Running Aggregates and Definition Expression to create new properties.

I have fewer than 20 segments. What can I do?

• Add more properties: Include general properties like gender or location to create more segments.
• Lower the minimum user count: Set the minimum user count to 4,000 to generate more segments.

Workflows

How do I incorporate autosegments into my or my team’s existing workflow?

Autosegments are a powerful tool to enhance your existing campaigns or to kickstart new ones.

• Enhance existing campaigns: If your current campaigns are underperforming, autosegments can provide new targeting opportunities. Select an auto-generated segment, convert it to a regular segment, and use it as you would any other segment to improve your targeting.
• Start new campaigns: Autosegments can help you discover valuable customer groups that you might not be targeting yet. While creating a new campaign requires time and effort to develop content, autosegments provide critical insights into customer preferences. This ensures that your content is well-matched to the segment, making your investment in time and effort more likely to succeed.

Autosegments offer data-driven insights that enhance targeting and campaign effectiveness.

How do I communicate the value of autosegments?

Autosegments are an AI-powered tool that helps you find personalization opportunities, making them cost-effective and efficient. They also help you save resources and provide a new method to boost conversions.

• Save time and money: Autosegments streamline finding valuable customer groups, reducing the time and effort needed for manual segmentation.
• Increase conversions: By targeting more precise segments, you can make your campaigns more effective and improve conversion rates.

To show their value, use Engagement’s A/B testing feature to compare the performance of campaigns that include autosegments with your existing campaigns. This will show you how autosegments can improve targeting and increase conversions.

Efficiency

Will I need to spend extra time personalizing new content?

• Upcoming features: Tools like Loomi AI Content and Loomi AI Scenarios are designed to reduce the time and effort required to create campaigns. Contact your Customer Success Manager for more information.
• Data-driven insights: Autosegments help you identify high-potential customer groups, enhancing targeting decisions.
• Low-effort personalization: Small changes, like adjusting an email subject line, can make a big impact. Use insights from autosegments to determine which content needs personalization.
• Exclusion targeting: Identify and exclude low-potential audiences from paid media and SMS campaigns to reduce wasted ad spending and save on costs.

Why do my autosegments take so long to calculate?

Calculating autosegments can take time, especially with large datasets. Review our tips for speeding up the process.

• Increase the minimum user count
  • The minimum number of users per segment is set during the autosegment creation stage. Setting a higher number will make the discovered segments larger and easier for Loomi AI to find, which speeds up calculation times.
  • Avoid setting the minimum too high, which can result in generic and uninteresting segments. The goal is to find unique sub-segments.
• Exclude users using the customer filter
  • By default, Loomi AI runs calculations on every user within your project. You can speed up the process by excluding certain users.
  • Who you exclude depends on your campaign. For example, if you are optimizing email performance, you might exclude customers in an SMS campaign. You could also exclude churned customers or those who have recently purchased.

By adjusting these settings, you can reduce the calculation time for your autosegments.