What's the difference between Basic and Advanced Segmentation in Zoho Campaigns?
In the pricing page of Zoho Campaigns, you may have come across the terms 'Basic segmentation' under the Standard plan and 'Advanced segmentation' under the Professional plan respectively and wondered what's the difference between the two. This article will help you understand that difference.
Segmentation refers to the process of creating Segments under the Contacts section in Zoho Campaigns. From the Navigation Toolbar on the left, you can click Contacts and select Segments. You'll create segments on this page.
When creating a segment, you can view the Criteria section. The first field under this section contains different fields that you can choose on which the segment should be focused on to filter your contacts. Based on the fields you choose, the system will decide if you're creating a basic or an advanced segment.
Note:
- In the trial version of Zoho Campaigns, you can create both basic and advanced segmentation.
- If you created an advanced segmentation during the trial and purchased the Standard plan upon trial expiry, you won't be able to use that segment unless you upgrade to the Professional plan.
Basic Segmentation
As the name suggests, basic segmentation includes all the standard fields available in the Contacts module along with any custom fields you've created. When creating a segment, the fields under the below sections come under basic segmentation:
- Predefined Fields
- Contact Social Fields
- Contacts Custom Fields
Advanced Segmentation
To make use of the advanced segmentation process for segregating your contacts, you can create segments using advanced fields. If you integrate Zoho Campaigns with other Zoho apps like Zoho CRM or third-party apps like GoToWebinar, you can make use of fields related to that app.
When creating a segment, the fields under the below sections come under advanced segmentation:
- Consent Fields
- List Based
- Contact Activity
- Webinar Fields
- Topic Based
- Campaign Activity Fields
- E-Commerce
- CRM Deals Fields
- CRM Accounts Fields
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