CRM/ERP
Segmented campaigns to the client base
Client communications centralised and segmented by profile, with open and click tracking used to improve every send.
Tools
- Mailchimp
- Bitrix24
- Segmentation
- Open and click metrics
Illustrated with fictitious data. Real project. Screenshots and examples use fictitious data: no client data or business figures are shown.
Situation
Client communications (income tax return campaigns, new subsidy schemes, service changes) were sent in a scattered way, with no segmentation criteria and no measurement afterwards.
Solution
I centralised campaign management, first in Mailchimp and later inside the CRM itself, to make use of the data already held on each client. Sends are segmented by profile, type of service and client status.
Result
The 2024 and 2025 income tax return campaigns and successive subsidy schemes were communicated in a segmented way, with open and click rates tracked to fine-tune the subject line, content and timing of the next ones.
How it works
Client data in the CRM
Segmentation
By profile, type of service and client status.
Campaign sent
Measurement
Open and click rate of every send.
Next send fine-tuned
Subject line, content and timing.