Creating customer lists

An introduction on how to create Customer Segments in ROLLER Mail and your ROLLER platform

 

Planning

Before creating a customer list and segment rules, think about what you want to achieve. Here are some scenarios to consider:

  • A generic list containing all subscribers who opt-in
  • A campaign prior to a customer's visit to ensure they know some tips 
  • Sending a feedback after a customer attends your venue
  • Offering canceled bookings a discount code to encourage a return visit


ROLLER Mail

Login to your ROLLER Mail account

 

Create a List

Click on the List & Subscribers tab

Screen_Shot_2018-05-10_at_3.12.36_pm.png


Click on the Create a new list button in the right-hand side column

Screen_Shot_2018-05-10_at_3.13.29_pm.png

 

Give your list a name and type: choose from 'Single opt-in' where no confirmation is required or 'Confirmed opt-in' where a confirmation is required. For clients under GDPR, you must select the latter

lists.gif

 

Create custom fields

The ROLLER Mail integration will automatically send through Name and Email address, if your Segment has specific rules, you will need to create custom fields for each segment rule to match up to:

Date fields:

  • Booking Date
  • Last visit date
  • Date of Birth

Text fields:

  • Gender
  • Postcode
  • Booking status

Number fields:

  • Booking value
  • Booking ID

 

Please note: do not create fields unless your segment has those fields filtered. If you create all the aforementioned fields but they are not present in your segment, you cannot link your segment to your list.

 

1. Click Custom Fields, located on the righthand side panel:
Screen_Shot_2018-05-10_at_3.58.14_pm.png


2. Give the custom field a name and set the field type as per the list aforementioned

customfield.gif


3. Repeat step 2 and add other custom fields as required

4. Each field will now be displayed under 'Your existing fields', from here you have the following options:

  • Check 'Visible' - this will make it visible on subscription forms, highly recommended
  • Check 'Required' - if you want to make this field mandatory
  • Click and hold the Reorder icon to move the position of the fields
  • Click the trash icon to delete the field

customfieldedit.gif

 

Deleting fields

If you do decide to delete it, you'll be asked to check and confirm the deletion. We highly recommend exporting any data prior to doing this

Screen_Shot_2018-05-10_at_4.14.07_pm.png

 

Head to ROLLER Platform


Once your list is finally done, head to ROLLER to create a segment to send data to your list

 

Accessing Segments

Hover over ' Customers', highlight 'Segmentation' and click 'Create segment'

csegment.gif

 

Please note: if you are already in Segmentation, click '+Create segment'. If you already have existing segments, this is located in the top right corner

Screen_Shot_2018-05-09_at_1.42.15_pm.png

 

Creating a Segment

Give it a name

  • Make sure it's unique
  • We recommend making sure it's identifiable or descriptive with what the segment is for 

segname.gif

 

Segment Rules

Filters

  • Booking date - allows you to select specific dates or date ranges 
  • Gender - choose from male, female or undefined
  • Last visit date - allows you to select specific dates or date ranges 
  • Postcode - options are equal to or not equal to what postcode you input. If you are not capturing postcodes, this option is not applicable to you
  • Product - select a product, multiple products or entire categories
  • Date of birth - allows you to select specific dates or date ranges. This data capture is only available to clients using waivers
  • Booking status - choose between booked or canceled 


And VS Or
You should always use AND if you want data to match at least one filter rule from each filter grouping, otherwise use OR if the data can match anyone specified filter rule within a filter grouping.

 

Creating filter rules

Click '+Add Rule' and select the filter from the drop down and specify as necessary. Click the 'OR' and 'AND' buttons to create more variables for the filter rules. Click the trash can icon to remove unwanted filters

segrules.gif

 

Segment Settings 

Sync settings

This will always be automatically set to 'Auto-sync segment'

Screen_Shot_2018-05-09_at_1.39.52_pm.png

 

Push segment to

1. Check your ROLLER Mail account

Screen_Shot_2018-05-10_at_4.38.01_pm.png

2. Select monthly, weekly, daily or hourly frequency and then pick the ROLLER Mail list (you created early) from the drop-down. This will decide how often the integration sends data to your list 

listpush.gif

3. Map fields - select 

mapfields.gif

 

Save your Segment

Click 'Save' to finalise your segment or click 'Discard' if you do not require it

Screen_Shot_2018-05-09_at_1.41.05_pm.png 

 

 

Options

Back to the Segments page, you'll be shown a list of all your Segments

Screen_Shot_2018-05-09_at_2.20.20_pm.png

Click the three dot icon you have the following options for each segment:

  • Edit
  • Sync all integrations - this allows you to send across data outside of the regular push
  • Archive segment - this is not reversible
  • Export CSV - this will automatically download the customer list for the segment with the customer ID, first name, last name, email, accept marketing and more

threedot.gif

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.