Once you've started collecting data, your customer success manager will train your team on BlueConic's robust customer segmentation capabilities and insights dashboards as part of onboarding services.
For the first part of this training session, we'll spend a bit of time with the segment builder tool before moving on to the Segment Comparison, Segment Discovery, and Segment Overlap insights. After explaining these three methods of analyzing and building segments, we'll show how insights dashboard components can be filtered to gain a better understanding of behaviors within those segments.
Build as many segments as you need. You'll be able to view the exact number of profiles that match your criteria as you define the segment. Moving forward, users will be matched into segments or removed from them dynamically in real-time.
Building customer segments with BlueConic
Analyzing customer segments: Segment Comparison insight
Use the BlueConic Segment Comparison insight to compare multiple profile properties (up to 10) across multiple customer segments in BlueConic. For profile properties of type number, decimal, or currency, you can display the sum or the average of the profile property across multiple segments. For example, you can compare average order size or order value (any numeric, decimal, or currency profile property) across segments of customers.
Using Segment discovery
Analyzing how customer segments overlap
Using BlueConic dashboard components with segments
At your disposal, you have dozens of dashboard components that can be added to dashboards to monitor segment growth, behaviors, and measure success of dialogues. We'll show examples of several and take questions from your team to ensure everyone feels comfortable building their own dashboards.
You can explore this area by creating a new BlueConic Dashboard and adding Insights any time.