Segmentation

Segmentation in CeramicCRM enables you to divide your customer base into meaningful groups based on shared characteristics, behaviors, or attributes. These segments power targeted campaigns, personalized experiences, and data-driven marketing strategies that dramatically improve engagement and conversion rates.

Key Capabilities

Dynamic Segmentation

• Real-time Updates: Segments refresh automatically as data changes
• Complex Logic: Combine multiple conditions with AND/OR operators
• Nested Rules: Create sophisticated multi-level criteria
• Behavioral Targeting: Segment by actions and engagement

Performance at Scale

• Lightning Fast: Calculate segments for 200M+ profiles in less than 60 seconds
• Live Preview: See segment size before saving with 300ms debouncing
• Incremental Updates: Only recalculate what changed
• Cached Results: Instant access to frequently used segments
• Parallel Processing: Utilize multi-core processing

Segmentation Criteria

• Demographics: Age, gender, location, language
• Behavioral: Purchase history, engagement, activity
• Custom Fields: Any custom attribute you track
• Time-based: Registration date, last activity, lifecycle stage
• Calculated: Scores, lifetime value, propensity

Segmentation Types

• Demographic: Group customers by age, location, language, and other personal attributes
• Behavioral: Segment by purchase frequency, engagement level, product usage, and channel preference
• Lifecycle: Target customers by journey stage — new, active, at-risk, churned, or win-back candidates
• Value-based: Categorize by economic value including VIP, growth potential, price-sensitive, and premium buyers

Creating Effective Segments

Best Practices

1. Start with Business Goals: Define what you want to achieve
2. Keep It Simple: Begin with basic segments, then refine
3. Test and Learn: Validate segment performance
4. Monitor Size: Ensure segments are actionable
5. Update Regularly: Review and refresh criteria

Common Patterns

RFM Segmentation

Recency, Frequency, Monetary value:

High Value:
- Last purchase < 30 days
- Purchase frequency > 5/year
- Total spend > $1000

Engagement Scoring

Activity-based segments:

Highly Engaged:
- Email opens > 50%
- Clicks > 10/month
- Site visits > 20/month

Churn Prevention

Risk identification:

Churn Risk:
- Last login > 30 days
- Decreasing activity trend
- Support tickets > 3

Advanced Features

Segment Builder UI

Form-based rule builder with:

• Auto-complete fields
• Real-time validation
• Preview results

Segment Operations

Combine segments with:

• Union (OR): Combine audiences
• Intersection (AND): Find overlap
• Exclusion (NOT): Remove groups
• Nested logic: Complex combinations

Performance at Scale: CeramicCRM calculates segments across 200M+ profiles in under 60 seconds, with incremental updates completing in less than 2 seconds.

Filtering & View System

Search & Text Filtering

• Global Search: Filter segments by name or description with debounced input (300ms)
• Intelligent Matching: Case-insensitive search across segment names and descriptions

Status & Type Filtering

• Status Filter: Filter by segment status (All/Active/Draft/Archived)
• Type Filter: Filter by segment type (All/Static/Dynamic)

Dual View System

• Cards View: Rich card presentation with metrics and status indicators
• List View: Table format for viewing more segments at once with sortable columns

Your First Segment (2 minutes)

1. Click "Create Segment"
2. Name your segment
3. Add filter criteria
4. Preview results
5. Save and use

Related Features

• Profiles - Data that powers segments
• Campaigns - Activate your segments