As a consumer, doesn’t it feel like magic when you get the right recommendation at the right time? Well, marketers have seen behind the curtain and know it takes a lot more effort than a swift wave of a wand to make that happen. It’s a bit more challenging than thatโthough, wouldn’t that be nice?ย
To help make the process of individualization feel a bit more like magic for the marketers behind the best experiences we’ve put together the four best steps you can take to make individualization a reality! Below, we’ve got a quick peek at the first one: Segmentation. But be sure to download the full whitepaper to get all the tips and tricks you need to make magic happen.ย
Step 1 for Individualization Magic: Segmentation
Your audience is at the heart of your individualization efforts. After all, individualization is about creating an experience unique to each customer. To do so, however, you need to first start with segmentation. Understanding your audience and dividing them into similar groupsโbased on available dataโgives you the ability to easily add some baseline individualization into your marketing messaging.
Watch Traditional Segmentation Strategies Transform!
Since weโre trying to get to individualization, letโs start thereโฆat the individual. Letโs use the example of a 35-year-old customer buying a toy for a child. They discovered the toys through a quick online search, purchased a toy and received a follow up coupon prompting them to add their childโs birthday to their profile.ย
Except, the customer doesnโt have kids. They were buying a birthday gift for a friendโs child.ย
Brands often make assumptions based on what customers have done in the past, not where they would like to go in the future. With traditional segmentation strategies, this customer would likely continue receiving irrelevant messaging about a child they donโt have. To break old segmentation patterns and build the audience your brand wants, you need some new tricks.
3 Tricks for Better Segmentation
Thereโs a popular process called the 4 Disciplines of Execution framework (4DX), developed by FranklinCovey, that helps you execute your strategies more effectively. Ideally, after adopting the four disciplines into your processes, you have an actionable how-to plan. Well, we said we wanted you to feel like individualization is waving a magic wand, so weโve waved our own wand and condensed the four disciplines into three tricks you can start using today. As a preview, here’s one of those tricks.ย
Reflect and Visualize Your Ideal Audience
Instead of trying to come up with a comprehensive segmentation strategy for your entire database, reflect and visualize what your ideal audience looks like.ย
Hereโs the catch: just choose one. Otherwise, youโll get caught up in accomplishing everyday tasks, which FranklinCovey refers to as โthe whirlwind.โ ย
Your ideal customer may be a new market segment. It could be a set of existing customers that youโre rolling out a new product to. Whoever it is, make sure youโre clear on who youโre trying to attract to your brand and why.
Once you have a good grasp on who that ideal customer is, look into what is your team currently doing with segmentation that gets you closer to your ideal customer?
For example, Curology, a personalized skincare brand, creates custom events for any customer data point, including whether members have uploaded a recent photo of their skinโs progress.
Those who havenโt are segmented and sent a targeted SMS message that reminds them to send a photo update and explains why it matters. Most importantly, members are able to snap a selfie and respond directly to the textโdramatically reducing the friction in patient-to-provider response rates.
Curologyโs segmentation becomes even more sophisticated during the customer journey. Email follow-ups are triggered automatically if members havenโt shared a photo in a certain number of days.
These strategies, amongst others, resulted in customer engagement increasing by 26% and revenue increasing by 10%.
Your ideal audience is engaged. As Curology shows, once youโve identified that audience, itโs important to find the right interactions to add value to their experience.
Add Tricks Up Your Sleeve
Above is just the first segmentation trick we highlight in our individualization magic whitepaper. With the others, you’ll have the tricks up your sleeve to make a joyful individualized experience that much easier to achieve. Download your copy today!

