Implement Lifecycle Stage Filters:
Posted: Sat May 24, 2025 10:43 am
New Leads:
Filter: Recently opted-in subscribers.
Message: Welcome series, introduce brand, offer first-purchase incentive.
Response Goal: First purchase.
First-Time Buyers:
Filter: Customers who just made their first purchase.
Message: Onboarding tips, product care instructions, request for review.
Response Goal: Product adoption, review submission, repeat purchase.
Loyalty Program Members (Tier-Based):
Filter: Platinum vs. Gold vs. Silver members.
Message: Tier-specific exclusive offers, early south africa phone number list access, or dedicated support contact.
Response Goal: Continued loyalty, increased spend.
Churned/Inactive Customers:
Filter: Customers who haven't purchased in X months or engaged with messages.
Message: Win-back offer, survey to understand why they left, new product announcement.
Response Goal: Re-engagement, return purchase.
Leverage Stated Preferences Filters:
Filter: Subscribers who indicated interest in "menswear" or "plant-based recipes" during opt-in or in a preference center.
Message: Only send updates, promotions, or content related to their chosen interest.
Response Goal: High relevance, high engagement.
Technical Considerations for Smart Filtering:
CRM Integration: Your SMS platform must seamlessly integrate with your CRM to access all relevant customer data for filtering.
Marketing Automation Platform: Use a platform that allows for dynamic segmentation and automated triggered messages based on filter criteria.
Real-time Data: Ensure your data is as up-to-date as possible to capture recent behaviors and changes.
Filter: Recently opted-in subscribers.
Message: Welcome series, introduce brand, offer first-purchase incentive.
Response Goal: First purchase.
First-Time Buyers:
Filter: Customers who just made their first purchase.
Message: Onboarding tips, product care instructions, request for review.
Response Goal: Product adoption, review submission, repeat purchase.
Loyalty Program Members (Tier-Based):
Filter: Platinum vs. Gold vs. Silver members.
Message: Tier-specific exclusive offers, early south africa phone number list access, or dedicated support contact.
Response Goal: Continued loyalty, increased spend.
Churned/Inactive Customers:
Filter: Customers who haven't purchased in X months or engaged with messages.
Message: Win-back offer, survey to understand why they left, new product announcement.
Response Goal: Re-engagement, return purchase.
Leverage Stated Preferences Filters:
Filter: Subscribers who indicated interest in "menswear" or "plant-based recipes" during opt-in or in a preference center.
Message: Only send updates, promotions, or content related to their chosen interest.
Response Goal: High relevance, high engagement.
Technical Considerations for Smart Filtering:
CRM Integration: Your SMS platform must seamlessly integrate with your CRM to access all relevant customer data for filtering.
Marketing Automation Platform: Use a platform that allows for dynamic segmentation and automated triggered messages based on filter criteria.
Real-time Data: Ensure your data is as up-to-date as possible to capture recent behaviors and changes.