What's the difference between Basic and Advanced Segmentation in Zoho Marketing Automation?
In the pricing page of Zoho Marketing Automation, 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 Marketing Automation. 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 Marketing Automation, 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.
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 Marketing Automation 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 filters under the below sections come under advanced segmentation:
- Consent Fields
- List Based
- Contact Activity
- Webinar Fields
- Topic Based
- Campaign activity fields
- SMS campaigns activity fields
- WhatsApp campaigns activity fields
- E-Commerce
- CRM Deals Fields
- CRM Accounts Fields
- Engagement related fields for pop-ups, page activities
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