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How to Use the Dynamic Segments Feature in Zenchef ?

In this article, you will learn how to leverage Zenchef’s Dynamic Segments feature to personalize your marketing campaigns.

 

Summary

  1. Why use Dynamic Segments?
  2. How does it work?
  3. Creating a Segment
  4. Using Segments
  5. Benefits of Dynamic Segments
  6. FAQ
  7. Support & Related Articles

 

What you need to know

The Dynamic Segments feature in Zenchef’s Marketing Suite allows you to personalize your marketing efforts by creating customer segments based on specific criteria such as booking history, preferences, tags, and more. This tool helps you engage your customers more effectively and strengthen their loyalty through targeted, personalized campaigns.

 

1. Why use Dynamic Segments?

Dynamic Segments help restaurants overcome challenges in customer engagement by enabling:

  • Precise Targeting: Group customers by preferences, behavior, and demographics.

  • Automation: Automatically update segments as customer data changes.

  • Personalization: Craft campaigns tailored to the specific needs of each customer group.

 

2. How Does It Work?

Dynamic Segments can be created using rules based on the following:

  1. Email Opt-In/Out: Reach customers who consent to receive communications.

  2. Number of Reservations: Engage with frequent or occasional visitors.

  3. Reservation Dates: Target customers based on specific booking periods.

  4. Tags: Use custom tags to group customers by preferences or other attributes.

  5. Average Reviews: Focus on customers with certain review scores to enhance their experience or capitalize on positive feedback.

You can choose between:

  • Dynamic Segments: Continuously updated to include customers meeting the defined rules.

  • Static Segments: Fixed lists that do not change after creation.

 

3. Creating a Segment

To create a custom segment:

  1. Go to Promote > Campaigns > Audience in your Zenchef dashboard.

  2. Click on “+New” and select “Create segment”.

  3. Define a name, type (Dynamic or Static), and the rules.

  4. Rules: Click “+ Add rule” to define the criteria that guests must meet to be included in the segment. You can use these rules to target specific groups of guests based on your customer data.
  5. Preview of members belonging to the segment: Once you define your rules, you can preview the guests who match the criteria. The preview displays information such as their Name, Phone, and Email.

    • Example: Create a segment for guests who visited frequently in the past but haven’t returned in over a year.

  6. Save your segment and wait for processing.

For restaurants with multiple venues, you can create segments across all locations if the "Share Customer File" feature is activated.

 

4. Using Segments

  1. Email Campaigns: Select your segments when creating a new campaign under Promote → Campaigns → Channels.

  2. Exporting for Other Tools: Export the desired segment to use with newsletters or SMS campaigns.

 

5. Benefits of Dynamic Segments

  • Personalization: Deliver tailored campaigns to specific customer groups.

  • Efficiency: Automate customer grouping, saving time and resources.

  • Increased Engagement: Build loyalty and encourage repeat visits through targeted communication.

  • Flexibility: Combine multiple criteria to refine your segments.

 

6. FAQ

  • How to add a customer to an existing dynamic segment?

    To add a customer to an existing dynamic segment, you can update the customer profile with the information that will allow them to appear in this dynamic segment.

    For example, if you want to add a customer to the dynamic segment “VIP Customers”, go to the customer’s profile and check the “VIP” field.
    Then return to your segment in the Audience tab, refresh the page, and your customer will appear in the list.

 

7. Support & Related Articles

Contact Our Support Team

For further assistance, feel free to contact Zenchef support via the chatbot available in your client dashboard or visit our Help Center.