What's the difference between Basic and Advanced Segmentation in Zoho Marketing Automation? - Online Help | Zoho Marketing Automation

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.
Notes

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. 


The locked fields are available only from the Professional plan. Rest of the fields are available from the Standard 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 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