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Segmentation by Lead Score

PersonalizeWP offers powerful segmentation options to allow you to group users into different segments based on their data or behaviour. By using segmentation, you can target the right content to the right visitors based upon your understanding of what their needs are.

Lead Score-based Segmentation

When a visitor completes an action on your site that has a Lead Score value attached to it, their activity will be added to their Visitor Profile, showing the action completed and the date and time it occurred. At the same time their Lead Score will be increased or decreased depending on the value associated with the action.

Using this information you can group users into lead score-based segments so that all users with a score within the values you set can be targeted directly.

For instance, you may wish to show users that have a high lead score, (and are therefore highly interested and engaged in your services), a special offer that you don’t want to show to users that are less engaged.

If you create a segment for ‘Highly Interested’, then you can identify and serve this messaging to those prospective leads rather than those that you don’t think are as interested in what you’re offering.

Creating Lead Score-Based Segments

You can access PersonalizeWP’s segmentation tools by going to WP-Admin > Personalize > Dashboard > Segmentation.

On this screen, you can view a paginated list of all segments currently active and inactive, including the type, reason and a count of all visitor profiles in each group.

Create Segment

Clicking on Create Segment takes you to the screen where you can create a new grouping. You enter a name for your segment and then choose Type > Lead Score from the dropdown.

This will display two new fields where you add a Minimum Score and Maximum Score that you want to be used for the segment. The lowest minimum score is 0, but you can choose any number. The maximum score is optional, and if you just want to create a Lead Score segment that includes users higher than XX, you don’t need to add this.

Click on the button to Create Segment and return to the list screen.

Using Lead Score-Based Segments

You can choose a segment in the Personalize sidebar for any block that you can selected in the Block Editor.

Segments has it’s own dropdown, and you can select any of the segments that are active. In this instance, choose your lead score-based segment and choose the behaviour for that block (show/hide) if the visitor meets that criteria.

You can combine a segment with personalization rules and lead score values to create highly targeted content.

Segmentation Actions

Visitors are automatically added to segments when they meet the criteria. For instance, if you have a segment for ‘Highly Interested’, where you have set a minimum lead score of 100, then when a user meets that required value in their profile, they will be added to that group immediately.

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