One of the most powerful features in Fuse is the segmentation. Segments allow you to target your messages to exactly the right people. The possibilities are endless.
To make things easy - we have two ways of creating segment rules.
- Madlibs allow you to fill-in-the-blanks on useful rules that should cover 80% of what you need.
- Advanced allow you to create rules that cover any data field we receive from your AMS. The possibilities are endless.
The power of advanced segments can be overwhelming. Save yourself time and start by exploring these 10 Madlib Segments
What Madlib Segments are available?
Account by Status or Client Type
Target accounts by status or client type. Options include
Accounts or Policies with Specific Employees
This segment focuses only on active accounts or policies that are either produced (Producer) or maintained (CSR) by a specific Employee or Employees. This will always filter to Active Accounts or Active Policies. Specific options include:
- Employees on Accounts or Policies
- CSRs or Producers
- Any number of Employees
Accounts with Birthdays
This segment simply targets all Active Accounts who have birthday data. Keep in mind, the amount of birthday data depends largely on how you use your AMS. Search this Help Center for information on your specific AMS.
Accounts with Branch
This segment targets all accounts, active and inactive, who belong to a specific branch. Combine this with other segments to focus your marketing.
- The only option is to choose the Branch. In some AMS's this may be similar to the "Agency" field.
Account with Specific Email Status
This segment let's you target based on email status. This could be useful to see who's opted out, who's email is invalid and who has an email that you can send to. Options include
- I can email
- I can't email (opted out and invalid emails)
- with invalid emails
- who opted-out
You can also filter by account status.
Accounts with Tag
Search our Help Center for more information about Tagging. It's an easy way to customize the way you filter and organize Accounts. With this segment you can target your Accounts by Tag.
Accounts with Upcoming Renewals
Quickly target accounts that have policies renewing soon. With this Segment you can.
- Filter by Carrier
- Filter by days until Renewal
- Filter by Policy Type
Cross Sell Opportunities
Find policies that have specific policy types but not others. It's useful here to select the types of policies that may be similar, for example, you may choose Home, Homeowners, Renters, Condo for the first selection and Auto for the second.
Quickly target new clients and control how many days to look back.
Target policies by carrier and/or policy type.
Can I combine Madlibs Segments with additional criteria?
Yes - just click the advanced button and select another available field. If you can't find what you're looking for - let us know.