E-commerce Marketing Managers
Setting up automated email marketing flows in a CRM like Klaviyo or Mailchimp
Use cases
About
The Segment Customer mind map template provides a comprehensive framework for e-commerce businesses to categorize their audience across 18 distinct data dimensions. This 56-node structure is designed for marketing teams and CRM managers to refine their targeting by analyzing variables such as 'Number of Order', 'Amount spent', and 'Customer account status'. The template specifically addresses the technical implementation of 'Customer Tag' logic, distinguishing between legacy data and new automated tagging rules. By utilizing the 'MAPS' methodology included in the sheet, users can implement a dual-tagging system that categorizes every customer by both 'PRODUCT TYPE' and 'OCCASIONs', ensuring highly personalized marketing automation. This Segment Customer cheat sheet serves as a blueprint for integrating store data with segmentation apps to drive higher conversion rates through precise audience filtering.
Terms and ConditionsWhen to use this template
Data Analysts and CRM Specialists
Designing the data architecture for a new customer loyalty program
Store Owners and Growth Hackers
Planning a seasonal promotion strategy based on past purchase behavior
How to use this template
Step 1
Import and review fields
Open the .xmind file and review the 18 top-level branches to identify which data points are currently available in your store database.
Step 2
Define tagging rules
Navigate to the 'Customer Tag' and 'MAPS' sections to define your specific rules for 'PRODUCT TYPE' and 'OCCASIONs' based on your catalog.
Step 3
Export for implementation
Use the finalized mind map as a technical requirement document to set up segments in your e-commerce platform or marketing automation tool.
Frequently asked questions
The MAPS system is a specific tagging strategy within the template that requires each customer to have at least two tags: one for Product Type (e.g., Blanket, Ornament) and one for Occasion (e.g., Seasonal). This dual-layer approach allows for more granular marketing segments.
You can use the 'Abandoned checkout date' and 'Email Subscription status' nodes to create a workflow for recovery emails. By segmenting users who left recently and are subscribed, you can automate targeted discount offers.
Yes, the template includes standard e-commerce fields like 'Customer email domain' and 'Amount spent' which are common in platforms like Shopify. It helps you plan the logic before setting up segments in your store admin.
Absolutely. The 'PRODUCT TYPE' branch currently lists items like 'Necklace' and 'Stone Coaster', but you can easily rename or add nodes to match your specific inventory and store categories.
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