[Engage] Audience Segmentation & Export

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Introduction

The Audience Segmentation feature enables Restuarant Partners to create an audience by segmenting their guest list by one or more criteria related to guests' account history, order history, and/or loyalty activity. The resulting list can be used to create targeted marketing messages within the Admin Dashboard or be exported to be used on external marketing platforms.

 

Limitations

Feature Availability

  • This feature is available on the New Admin Dashboard only

Adding Multiple Segmentation Criteria

  • Currently, when using multiple segmentation criteria, Restaurant Partners cannot mix and match “And” and “Or” conditions – the same operator will apply to all criteria

Refreshing Audience

  • After an audience is created, it is not updated automatically as guests, order, and loyalty data change. This requires refreshing the audiences.

  • Clicking on the “Refresh Audiences” button only refreshes the audiences on the page the user is

 

Restaurant Experience

Creating New Audiences

Getting Started

  • Navigate to the "ENGAGE" section of the redesigned Admin Dashboard

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  • Click on the "Audiences” button on the left side navigation bar

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Creating an Audience

  • Click on the yellow "New Audiences" button

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  • Enter the desired audience name in the text box. To minimize confusion, it is recommended to use an audience name that concisely summarizes the criteria or a specific promotion or campaign the audience will be used for

NOTE: Audience Name field cannot be blank

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  • To add segmentation criteria, click on the “Add Search Condition” button to see the dropdown menu listing all available criteria

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  • Select the desired segmentation condition and threshold details

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Adding & Managing Multiple Segmentation Criteria

  • To add 2 or more segmentation criteria, click on the “Add Search Condition” button again

    • There are no limits to how many criteria can be applied

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  • To remove a segmentation criterion, click on the Trash Can icon next to the criteria

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  • When using multiple segmentation criteria, the Restaurant Partner has the choice of searching for guest accounts that meet

    • All of the chosen criteria

    • Any (i.e., at least one of) the criteria

NOTE: Currently, when using multiple segmentation criteria, Restaurant Partners cannot mix and match “And” and “Or” conditions – the same operator will apply to all criteria

 
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Available Segmentation Criteria

Name

Description

Operators

Notes

Delivery Zip Code

The zip code of the delivery address saved on the guest’s profiles

  • Contains

  • Does Not Contain

  • Is

 

Total Orders Placed

The guest’s lifetime number of orders

  • Greater Than

  • Equal To

  • Is

  • Is In Between

  • Less Than or Equal To

 

Name of Last Order Location

The last location where the guest placed an order

  • Contains

  • Does Not Contain

  • Is

Clicking in the “Select Location” field will bring up a list of locations to choose from

Account Created Date

The date on which the guest created their account

  • Greater Than

  • Equal To

  • Is

  • Is In Between

  • Less Than or Equal To

Dates can be entered directly in mm/dd/yyyy format, or by using the date picker (available through the calendar icon)

Last Order Date

The most recent date on which the guest placed an order

  • Greater Than

  • Equal To

  • Is

  • Is In Between

  • Less Than or Equal To

Dates can be entered directly in mm/dd/yyyy format, or by using the date picker (available through the calendar icon)

Loyalty Points

The guest’s current point balance

  • Greater Than

  • Equal To

  • Is

  • Is In Between

  • Less Than or Equal To

 

Loyalty Credits

The guest’s current credit balance

  • Greater Than

  • Equal To

  • Is

  • Is In Between

  • Less Than or Equal To

 

Loyalty Tier Name

The guest’s current loyalty tier name

  • Contains

  • Does Not Contain

  • Is

 

Name of Most Frequented Location

The location from which the guest ordered most frequently

  • Contains

  • Does Not Contain

  • Is

Clicking in the “Select Location” field will bring up a list of locations to choose from

 

Operators

  • Below are descriptions of each operator:

Operator

Used For

Definition

Is

  • Text

  • Numbers

  • Dates

  • Searches for the exact value

Contains

  • Text

  • Searches for location(s) or zip code(s) that contains the input value

Does Not Contain

  • Text

  • Searches for location(s) or zip code(s) that does not contain the input value

Greater Than or Equal To

  • Numbers

  • Dates

  • Inclusive of selected value (e.g., Greater Than or Equal To 30 will include 30)

  • For dates, “greater than or equal to” means on or after the select date

Less Than or Equal To

  • Numbers

  • Dates

  • Inclusive of selected value (e.g., Less Than 30 will include 30)

  • For dates, “Less Than or Equal To” means on or before the select date

Is In Between

  • Numbers

  • Dates

  • Inclusive of selected endpoints (e.g., In the Range of Jan 1 - Jan 30 will include Jan 1 and Jan 30)

 

Final Steps

  • When the segmentation criteria have been finalized, click on the "Create Audience Button" to save the audience and exit

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    • On the "Audiences" page, you'll see how many guests are included in each audience ("Current Size") and when the segmentation criteria were last updated ("Last Update")

NOTE: After an audience is created, it is not updated automatically as guests, order, and loyalty data change. This requires refreshing the audiences. For more information on refreshing audiences, please refer to the “Refreshing Saved Audiences” section of this document.

 

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Managing Audiences (Refreshing, Editing, Exporting, and Deleting)

Seeing Patrons Included in Save Audiences

  • To see which patrons are included in each saved audience, click on the audience name from the “Audiences” page

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  • You will then be brought to a page that lists the first name, last name, phone number, email, and account creation date of patrons that are included in each audience. You will see the name of the audience you are viewing in the upper lefthand corner of the page

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Sorting Saved Audiences

  • Audiences can be sorted by audience name, current size, or last updated date by clicking on one of the column headers. A teal arrow will appear next to the column title to show the order in which audiences are being sorted (i.e., in descending order by Last Update in the example below)

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Refreshing Saved Audiences

  • To update the saved audiences with the latest guest, order, and loyalty data, click on the “Refresh Audiences” button in the top right corner of the Audiences page.

    • Clicking on this button will only update the audiences on the page you are on

    • The size of the audience, the “Last Update” time stamp, and the associated export files will be updated accordingly

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Editing Saved Audiences

  • To edit the name or criteria of a saved audience, go to the dropdown menu in the "Actions" column and click on the "Edit Audience" option

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  • Make desired changes to the audience name or segmentation criteria. Once done, click on the "Update Audience" button to save the changes.

 
 

Exporting Saved Audience

  • To export the information about guests that belong to a saved audience in a CSV format, go to the dropdown menu in the "Actions" column and click on the "Export Audience" option.

NOTE: Segments with large audience sizes could take several minutes to export

 
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  • The export file will include the following columns:

Column Name

Description

id

  • Unique guest / account ID

firstName

  • Guest’s first name

lastName

  • Guest’s last name

email

  • Guest’s email address

birthday

  • Guest’s birthday (if provided)

deliveryAddress

  • Guest’s delivery address on profile (if any)

phone

  • Guest’s phone number

signUpDate

  • The date on which the account was created

zipCode

  • Zip code of delivery address on guest’s profile (if any)

lastSignInDate

  • Date when the guest most recently logged in

loyaltyCredits

  • Current credit balance

loyaltyPoints

  • Current point balance

loyaltyTier

  • Name of the tier that the patron belongs to

lifetimeSpend

  • Lifetime spend

lifetimeOrders

  • Lifetime number of orders

lastOrderDate

  • Date of the patron’s last order

lastOrderLocation

  • Location of the patron’s last order

 

  • When the export is done, it will be downloaded right to whatever device you are on

Deleting Saved Audiences

  • To delete a saved audience, go to the dropdown menu in the "Actions" column and click on the "Delete Segment" option

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