The pillars of segmentation in Salesforce Marketing Cloud

Published by: Santiago Tabuenca on April 17, 2023
 Santiago Tabuenca

Sometimes when you talk about segmentation, it is reduced to segmenting by gender, age group, and little more, but once you start, segmentation can be infinite. The main limitation to segmentation in Salesforce Marketing Cloud is usually the data you have in your database. In this article we tell you about the pillars of segmentation in Salesforce Marketing Cloud

 

On the one hand, you can simply have your customer's contact data (which can already be a good starting point), but you may also have their purchase data, analytics of their activity in email, web or third party information that you can interrelate. With all this, you can make smarter segmentations. The more relevant data, the more intelligence you can provide. 

 

Market segmentation in Salesforce Marketing Cloud

 

 

In this chart you can see the main pillars of segmentations, but depending on the case there can be many more. Whether your target is B2C or B2B, they can vary substantially. 

 

3 main pillars of segmentation in Salesforce Marketing Cloud

 

These are the main pillars of segmentation in Salesforce Marketing Cloud

 

Geographic variables

 

If you are a multinational company, you have to take into account that, although we are becoming increasingly global, there is still a strong differentiation by geographic area. By language, culture, religion and many other aspects. 

 

Geographic variables for segmentation

 

The demographic aspect is a strong segmenter, here in the graph we only show some options, but logically variables such as age, family size or gender are aspects that determine many segmentations. 

 

Demographic targeting options in Salesforce Marketing Cloud

 

Psychographics

 

Here we can have variables such as: 

 

  • Social Level

  • Lifestyle

  • Hobbies

  • etc.

 

Behavior

 

It is very decisive and it is getting richer and richer. Digital media allow us to have incredible information about our users in order to segment much more precisely.


In this area we find purchase behavior, what they have bought, its frequency, amount and value. It can give us data on what to suggest at this moment, but this intermingled with the fact that they may have visited an area of the website of a complementary product to a previous purchase. Imagine the power of that segmentation.  

 

Where do they read or see us: email, sms, web, video, push? 

 

When they browse, open e-mails, etc. In short, it gives us precise information to link it to other variables and thus get our communications as accurate as possible. 

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Topic: SF Marketing Cloud