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Customer segmentation key to effective personalization | Persooa

Written by Persooa Team | Jan 22, 2026 8:37:41 AM

A marketing strategy based on content personalization is now an unquestionable asset to any brand's efforts. It aims to provide tailored content for a specific person or group of users. In turn, the company will be able to achieve better conversion rates, take care of user engagement, while increasing profits and gaining ROI. However, in order to be able to take care of proper personalization, you need data on customer preferences, behavior, history of interaction with the brand, demographics, behavioral data and much more. These, in turn, provide the opportunity to create relevant user segments. It is thanks to them that it is possible to target advertising activities to particular groups, taking into account the aforementioned data.

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The following article will help answer a number of questions related to customer segmentation. Those concerning the different types of data needed to create audience groups, as well as presenting the benefits of doing so - including better identification of customers and their individual needs. This will allow you to take even greater care of business development.

Getting to know customers more closely

In order for an elaborate marketing strategy to work properly, it's worth taking care of the basics. One of the key aspects is a thorough understanding of customers. This element often becomes the starting point of subsequent activities. Therefore, it is worth asking the question at the outset: who will be the brand's consumers. At this point it should also be noted that it is impossible to optimistically answer that it will be everyone. This is because in practice, when you direct messages to everyone, you often actually speak to no one, and the very nature of the brand becomes unreadable. For this reason, it's a good idea to first create a persona (or several key personas) or conduct a consumer survey to get to know more about the users associated with the brand. This will help create audience segmentation.

Check out our solutions and tutorials:

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What is customer segmentation?

Segmentation of the user base involves skillfully dividing them according to some well-defined characteristics. Grouping can be done according to demographics, behavioral data, sales data, as well as purchasing behavior or other key factors for the brand. As a result, it is possible to create segments consisting of customers with similar tastes, characteristics or needs. By analyzing such groups (instead of the entire customer base), it is much faster and easier to understand its members. Then tailor the marketing message and the method or language of communication to them. In addition, it allows you to tailor products, activities and services to the specific needs of different groups of customers. Thus, it easily supports personalization of marketing activities, taking into account the needs and interests of individual segments. As a result, it manages to increase not only user loyalty, but also conversion.

On a similar principle, segmentation takes place in everyday life. It is normal to inform people in the immediate environment, such as your partner, family or friends, about a promotion at work first, and only later to inform co-workers or further acquaintances. It's the same in business - it's a good idea to tailor your communications to your customers' needs, characteristics and expectations of your company. Therefore, also the most effective way to undertake communication with your audience, is to divide them into groups based on certain common characteristics.

Benefits of dividing customers into groups

Many people make the assumption that there has been a flood of marketing communications - mainly those that are sent to the audience in a mass manner. The content being sent is not tailored to the needs and preferences of users. As a result, a greater proportion of consumers now expect personalized content (at least to some extent) from brands. This gives a sense of individualized attention to the customer - including online. Of course, the best solution for some would be a 1:1 communication, i.e. one in which the brand communicates directly with the customer in an understandable and tailored way. In practice, however, such a procedure is impossible (especially for big brands).

This is where customer segmentation based on a specific key comes to the rescue. By getting to know the users in a particular group more closely, you can adopt a strategy that will allow you to establish a better relationship with them, and thus encourage them to interact as well. Of course, messages will not always be perfectly tailored to the preferences of each user. However, segmenting the audience will greatly help to increase the chances of hitting the preferences of a particular group faster and more specifically.

However, these are not the only benefits of segmentation. Additional ones include:

1. taking care of the hygiene of the contact base

What's more, segmenting the base is often a better solution than trying hard to get new contacts. If you send messages to uninterested or inappropriate people, you may lose the subscribers you have already gained. Therefore, you should target messages to people who are genuinely interested in your offer. This will also increase the number of open emails.

2 - Activate inactive users

Tailoring the message to the recipient's interests or individual characteristics also has a positive effect on the overall perception of the brand. This, in turn, makes the customer more likely to open another message and read the content. Segmentation therefore makes it possible to take care of activating those customers who have not shown any interaction for a long time.

3 Marketing advantage

Michael Maximoff, co-founder of Belkins used to say, "If you provide personalized customer service via email or CRM, you will always have an advantage over competitors who use a one-size-fits-all approach." This shows that both segmentation and the resulting personalization of messages allow you to go a step further than your competitors' efforts. As a result, there is an opportunity to offer customized products or services, which will be more readily digested than generic content aimed at the masses.

4. better outreach to customers in paid campaigns

Regardless of where you run your advertising campaigns - it could be Facebook, LinkedIn or other online forms - proper optimization of your efforts will provide a much better return on investment. This is precisely one area where segmenting the base is of paramount importance for both customers and companies. Knowing the demographics or interests of the audience and skillful grouping allows you to identify the needs, behavior, as well as preferences of each segment. This ultimately provides the opportunity to tailor advertising content even better. It gives companies a chance to gain higher click-through rates, conversions and sales. An additional benefit is the ability to reduce expenses by dropping less profitable or uninterested segments.

5. improve email marketing campaigns

Differences in generations, positions or even those in terms of interests show that even within a similar place of residence, it is possible to deal with completely different audience segments. They differ not only in mindset, but also in know-how. That's why it will be easier to customize, among other things, the sending of guidance content, but also individual ads, without spamming customers with messages that are worthless to them.

Check also: How to use personalization in mailings to increase sales?

Now that you have managed to explain what customer segmentation is and why you should introduce this process into your business, it will be necessary to familiarize yourself with the most popular types of user segmentation.

Types of data in customer segmentation

Every company, before segmenting users, must answer a key question - on what basis to divide customers, so that segmentation meets the requirements of two parties. For this reason, several types of data can be specified, which are worth following when creating user groups.

Declarative data

Declarative data, that is,data that recipients share themselves, for example, by completing a contact questionnaire or a form to register on the site or in a loyalty program. Typically, this data includes information on age, gender, education or place of residence. Often the customer is also asked to fill in additional information, such as shopping preferences.

It should be noted that a woman in her 20s will be looking for completely different products than a man in his 70s. In this case, the differences will be due not only to a different gender or age, but also to the budget the user has.

In the case of a clothing or footwear store, it is worth asking the user about his preferred size. This will help when filtering products, favorite brands or product categories. On the other hand, when selling foodstuffs, you can ask about the diet you follow.

Sales data

Sales data is extremely important for store owners. They allow you to answer questions about the products your customers buy, how often they buy, and what the average basket value is. For some, it will be important to note whether users buy novelty items or, however, focus on seasonal products. All of this contributes to a better understanding of users' shopping preferences, and then helps segment them. In addition, other criteria influencing shopping behavior can be detailed, such as:

  • returning / one-time / seasonal customer,
  • number of products per order,
  • average order value,
  • frequency of purchases.

Information on where a segment is in the purchase path (whether it is a new user or a returning user) will allow you to better adjust your marketing communication strategy.

Bahavioral data

Behavioral data is information about customer behavior. This type of data is obtained when a user is registered on a website or application. They allow tracking his behavior, such as frequency of login, pages visited within the site or length of visit. The breakdown criterion in this case is specific consumer interactions. Customer segmentation - an example of popular behaviors that will help with grouping are:

  • actions taken on the site - among other things, information on what hours a customer most often browses the site and how long he stays there, what phrases he searches for, what type of categories he is interested in or what sub-pages on the site he views and what his e-commerce purchase path looks like,
  • users' shopping habits - information on what users buy and whether they usually finalize their purchases or abandon their shopping carts. Also worth noting is what device customers shop on (smartphone, laptop or tablet) and what usually triggers the purchase decision - a limited-time promotion, special campaigns, a discount for signing up for a newsletter, etc..,
  • Loyalty to a brand or store - shows how much money users spend and on which products or categories they allocate the largest budget, which products they most often combine with each other and whether they return again.

Demographics

Demographic data allows you to divide customers into specific groups based on age, gender, education, place of residence, marital status, having children or social standing. In e-commerce and the fashion industry, this type of data is of great importance when creating segmentation and then personalizing marketing campaigns. These, in turn, allow for better tailored product recommendations, which will affect user loyalty. One of the easiest ways to collect this kind of data is through forms - such as newsletter sign-ups.

Customer segmentation - an example of using demographic data:

division of users by place of residence will work especially well for marketing activities of stationary stores or event promotions. On the other hand, information about having children or even their age will influence the possibility of offering discounts for families.

Geographic data

Geographic data allows you to segment your user base based on their location - within a country, province or even a city. This type of segmentation will work well when a brand or store has several stationary points in a specific area, or wants to take into account the interests and needs of users in different regions to gain a competitive advantage among a specific target group.

Psychographic data

Psychographicdata is similar to behavioral data in that it rounds out user profiles, taking into account more information about psychological or emotional behavior, personality, values and interests. This type of segmentation includes, among other things:

  • lifestyles, hobbies, activities or habits. For example - people for whom concern for the environment is important are more likely to reach for products with natural composition or those made from recycled materials,
  • professed values - it is important that they are common or similar in the connection between the consumer and the brand. In order to better understand them, it is worth introducing additional surveys with marketing research. They are the ones that will provide more key information about users.

Technographic data

Technographic data - allows you to group users by their use of desktop computers, mobile devices, apps or specific software. For example, if a segment of users browsing exclusively on smartphones is identified, it is worth focusing on creating scenarios that take into account push messaging, SMS or mobile application development.

To get more valuable information about customers, consider not only creating questionnaires or newsletter sign-up forms, but also introducing contests or surveys to get to know users better. Such activities will generate more interest. On the other hand, the possibility of achieving additional benefits for the user (e.g. a prize in a contest) will make the user more willing to share non-standard information about himself.

RFM analysis

One of the best-known methods for segmenting a database is the RFM (Recency, Frequency, Monetary Value) model, which focuses on three main aspects, viz:

  • recency - information on how long it has been since the last purchase. It allows you to create a breakdown of users by how long ago they shopped at the store - whether it was in the last 48 hours, week, month, quarter or year. This, in turn, will allow you to better tailor your message, recommendation or promotion with news or a return incentive offering an extra discount,
  • frequency - assessing how often a customer makes a purchase. Here it is worth focusing not only on whether a segment occasionally buys from the store or does so systematically. But also whether those who shop less frequently generate higher value baskets,
  • monetary value - data on how much the customer spent in the store. This will allow you to determine the average value of the basket and offer differentiated offers to different segments. Those who spend more can be recommended premium products, while those who spend less should be reminded of promotions and sales.

A proper understanding of the RFM indicator will help increase the value of e-commerce conversions, make better business decisions and apply a more personalized approach to the customer.

Customer segmentation strategies

When creating a user segmentation strategy, keep in mind your main business goals. They should be the direction that will help you segment users appropriately. User segmentation can be done in many ways, but the following steps can help you avoid some pitfalls.

1. identify goals and variables

It can be useful to define personas. These will allow you to segment your buyers based on different types of data: demographics, geography or technology. They will also allow you to help match a specific persona to a target. It's also worth considering what makes a customer valuable - information that he or she returns often, is active on social media or a specific moment in the purchase path when he or she abandons the order completion. Variables, on the other hand, allow you to determine what might influence purchases - a time of year (e.g., Black Friday bargains, holidays or the communion season). Noticing these types of variables can make a big difference when it comes to creating marketing communications.

2 Set priority segmentation goals

If there are already defined goals, it is important to think about priorities. One way to organize segments is to create the largest user groups. This provides a general division of customers with whom you can immediately communicate and personalize the message - for example, by gender. Another option is to create segments by basket value, etc.

3. structuring the user database

CRM systems will be necessary to collect data. Their export and accurate analysis will allow you to identify points of contact, linking users into segments - by place of residence, age, gender, site behavior or shopping preferences.

4 Segmenting customers

Once you have collected data on users, it's time to create specific segments. At this point, it's worth keeping a few key aspects in mind:

  • Let the segments be simple to use and relevant to the specifics of the business. In the case of a local coffee shop, it will make sense to divide it into customers from a particular city and from outside the city. However, for an international chain, the same division will already be unreasonable,
  • It is worth considering the use of machine learning. Automation based on machine learning will be key in terms of saving time to build segmentation,
  • the right size of segments also matters. It's not worth chopping them up too much, as you may find that some groups will be left out of communications too often,
  • stability of segments - it is worth bearing in mind that behavioral and psychographic data can change quickly. Depending on the product, sometimes segments with stable data, such as gender, will be more relevant,
  • finding loyal customers vs. working on new leads.

5.Targeting ads to specific groups

Segmentation is used to better reach a specific group of users, so it makes sense to use unique scenarios with different types of content, formats or personalized messages. Therefore, it is recommended to create different communication plans for different segments.

6. regular analysis of segments

In order for segmentation to have a certain effect, it is necessary to analyze the content on a regular basis. Habits, preferences or other types of data may change from time to time. Therefore, it is worth keeping this in mind so that the segments created continue to be effective. This will keep the company aware of changes - both in the area of customer sentiment and in terms of innovating in a more customer-oriented way.

How to analyze customer segments?

Analyzing segments alone is not as time-consuming as creating entirely new groups of customers. That's why you should take special care of it. Each of the steps below is important to make sure that segments are effective for the operation of the company.

1. review segments for accuracy

Changes in pricing or offerings can affect the final data. That's why it's a good idea to make sure that the information used to build segments is up-to-date and accurate. Especially if they are the basis for use across multiple channels. It will be necessary to create updates to the resulting segments after product pricing changes, product assortment expansions, or to see if the groups still meet the company's goals.

2. compare customer segments with business objectives

When analyzing segments, it's a good idea to align them with key KPIs and compare how each group looks against overall business performance. This is an opportune time to observe whether certain segments are performing better/worse and what might be the reason for this. It can also be helpful to see if changes in segments are happening under the influence of current events that affect demographics (mass emigration). Thus, it is worth keeping an eye on changes in order to meet customer expectations in an even more accurate way.

3 Gather feedback from customers

From time to time, it is worth checking the validity of the creation of segments and the personalization built on their basis. Therefore, it is advisable to send an email campaign to make sure that the content offered so far is indeed attractive to users. Such feedback collection will be useful not only for improving click-through and open rates, but also for getting responses or collecting survey data. In addition, it will provide valuable information on the strategies being pursued.

4. optimize activities after segment analysis

Some people make the assumption that it is sometimes easier to create new segments than to update or make adjustments to the current ones. However, it is definitely worth taking a moment to analyze and optimize the existing activities, so that the necessary changes can then be systematically implemented.

Benefits of personalized content

Segmentation serves not only to better group customers and analyze them. It is also crucial when companies want to implement personalization into their marketing strategies. It is worth noting that as many as 73% of consumers expect companies to understand their needs. On the other hand, according to another study (conducted by Researchscape International and Evergage), 98% of marketers reported a deepening of customer relationships through the use of personalized content. In addition, personalization also affects the quality of leads and their number. Research conducted by Campaign Monitor confirms that personalized email subject lines increase the likelihood of an email being opened by as much as 26%. What's more, marketers have seen a significant increase in revenue thanks to email marketing campaigns that manage to leverage user segmentation.

Additional benefits of personalization include:

  • attracting customers' attention due to the presentation of messages that are relevant to them,
  • increasing user engagement and loyalty,
  • increase in indicators such as the number of clicks on messages or time spent on the site,
  • increase interest, as well as conversions and sales of products or services due to the tailoring of messages to individual user preferences,
  • improved customer experience - personalized content proves to customers that the brand knows, as well as understands, their needs. This, in turn, influences the customer's attitude towards the brand, while helping to build a lasting relationship with the brand,
  • more efficient use of budget - segmentation and the personalization created on its basis make marketing strategies much more precise. This manages to use the budget to reach people who are actually interested in the company's products or services.

Get started with customer segmentation

The key to effective personalization of both email marketing campaigns and on-site communications is properly planned, prepared and optimized user segmentation. Understanding the differences between different user groups allows you to accurately deliver content. It is also an opportunity to increase conversions by offering customers more tailored and relevant information. These, in turn, are better tailored to their individual preferences and needs. Accurate segmentation allows a company to create personalized marketing strategies that will simultaneously help increase audience engagement. The benefits outlined above, customer segmentation models and ways to analyze each group will help develop the most effective business solutions for companies.

In order to use the help of specialists, we invite you to contact us through the form available on the site and arrange a consultation with us.