AI Driven Customer Segmentation and Targeting Workflow Guide

AI-Powered Customer Segmentation and Targeting

1. Data Collection

1.1 Identify Data Sources

Gather data from various sources such as:

• CRM Systems (e.g., Salesforce)
• Website Analytics (e.g., Google Analytics)
• Social Media Platforms (e.g., Facebook, Twitter)
• Email Marketing Tools (e.g., Mailchimp)

1.2 Data Integration

Utilize tools such as:

• Zapier for automating data transfer
• Segment for consolidating customer data

2. Data Cleaning and Preparation

2.1 Data Quality Assessment

Ensure data accuracy and completeness by using:

• OpenRefine for data cleaning
• Pandas library in Python for data manipulation

2.2 Data Normalization

Standardize data formats using:

• Talend for ETL processes
• Apache NiFi for data flow automation

3. Customer Segmentation

3.1 Define Segmentation Criteria

Establish criteria based on:

• Demographics
• Behavioral data
• Purchase history

3.2 Implement AI Algorithms

Utilize AI-driven tools such as:

• Google Cloud AI for machine learning models
• IBM Watson for predictive analytics

4. Targeting Strategy Development

4.1 Create Target Profiles

Develop detailed profiles for each segment by analyzing:

• Customer preferences
• Engagement patterns

4.2 Personalization Tactics

Implement personalized marketing strategies using:

• Dynamic content tools (e.g., Optimizely)
• Email automation tools (e.g., ActiveCampaign)

5. Campaign Execution

5.1 Multi-Channel Marketing

Launch campaigns across various channels:

• Social Media Advertising (e.g., Facebook Ads)
• Email Marketing
• Content Marketing

5.2 Monitor Campaign Performance

Utilize analytics tools to track performance:

• Google Analytics for web traffic
• HubSpot for lead tracking

6. Performance Analysis and Optimization

6.1 Analyze Results

Evaluate campaign effectiveness through:

• Key Performance Indicators (KPIs)
• Return on Investment (ROI)

6.2 Continuous Improvement

Refine segmentation and targeting strategies based on insights using:

• A/B testing tools (e.g., VWO)
• Customer feedback analysis tools (e.g., SurveyMonkey)