Segmentation

What is a segment and how do I create one?

Segments are a specifically identified section of a bigger population. Segmentation and target audiences are a major part of marketing yourself to your customers in a way that is easy and specially tailored to that target group.

The way you reward your top spenders will be different from how you reward customers who don't visit your restaurant as often as you'd wish. With the segmentation feature, you can cast a bait into an ocean of fish, attract them, and reel them back into your restaurant!

The segment can be created based on a handful of rules by age or gender, join dates, number of visits, or spending-averages...

Create a Segment

1. Log into the Hazlnut dashboard and click Menu ≡ at the top right corner
2. Click on 'Guests'
3. Go to the Segments tab
4. Click 'Add Segment'
5. Enter a short name for this segment (e.g. TOP $) and a description of the type of guests you wish to include in this segment (e.g. top spenders who spend more than $50 on average)
6.  From here you have a choice...
   1. Auto-generate your segment (every morning at 5 AM ET it will refresh)
      1. Click 'Add Rule'
      2. This segment can auto-populate a handful of users based on 1-3 rules that will evaluate Spending details, User information, or Visit data
      3. Add up to 3 rules and click 'Save & Segment'
   2. Manually create a segment
      1. Don't add any rules
      2. Click 'Save & Segment' 
      3. Go to the Guests tab
      4. Checkmark ✓next to one or more current users
      5. Scroll to the bottom of the page
      6. Click the 'Segment'
      7. Click '-Select Segment-' & choose the segment this notification is meant for
      8. Click 'Segment'

Rules (examples)

• “All Guests”: Who has ordered through the app at least once
  • • User: Joined ≥ 0 days ago
    • Visit: Total ≥ 0 times All-Time
• “At Risk”: No visit this month
  • • Visit: Total < 1 times Monthly 
    • Spend: Total = $0 Monthly
• “Top Clients”: Big spenders who order bigger tickets than usual
  • • Spend: Avg. ≥ $50 (or amount of your choice that you would consider above average) 
• “New”: Welcome your new guests or say 'thank you for joining'
  • • User: Joined ≤  1 days ago
• "Frequent Visitors": Those who visit your location at least 5 times per month
  • • Visit: Total ≥ 5 visits monthly
• “Senior Citizens”: 65+ y/o
  • • User: Age ≥ 65 All-Time

Send a reward to your segment

How to create the reward(s):

1. Log-in on the Hazlnut dashboard
2. Go to the ‘Guests’ tab
3. Click on the ‘Rewards’ tab
4. Click ‘Create Reward’
5. Give the Reward a name & description 
6. Enter the amount to indicate how much it will take off the price/total
7. Choose dollars off or percentage off price/total
8. Applies to: (Here, you can decide if the reward applies to the entire order, or just to certain items in the order.)
   1. To only apply discount to certain items:
      1. You can decide to what this reward applies by category or by item name
         1. Entire category: If you wish to allow the reward to apply to all drinks, select the category for drinks.
         2. Only certain items: If you want the reward apply to certain drinks,  check-off the applicable items)
9. Additional qualifiers?
   1. 1. Does the customer need to meet a certain subtotal before the reward can qualify? (e.g. Order total must be $5.00 to receive a free drink) - Most people don’t set this up.
10. Click ‘Create'

Send the reward

1. From the rewards tab, click on the gift icon next to the reward of your choice 
2. Select the segment
3. Select the location(s) it will be valid at
4. Enter dates for the reward to be redeemable on & expiring on
5. Optional: Include a notification
   1. If you would like to include a notification, click the check-box and enter a special message. Be sure to keep it short & sweet!
      1. It is recommended to stay below 200 characters. The message preview will begin cutting off at around 178 characters but can be extended to 'see more' up to 240 characters.
6. Click SEND!

Do you have an existing and up-to-date segment you would like to revise?

1. Checkmark ✓next to an existing segment
2. With selected, click on 'Details' to make sure it is up-to-date
3. Go back to the Segments tab and click 'Modify' next to the Segment to make sure the rules are correct