Customer Segmentation Template (CSV/Excel Format)
Customer ID | Age | Gender | Income | Purchase History | Frequency of Purchase | Brand Engagement (Email Opens) | Social Media Interactions (Clicks/Comments) | Product Preferences | Segment |
---|---|---|---|---|---|---|---|---|---|
001 | 30 | Male | $60,000 | Product A, Product B | Monthly | 20% | 15 clicks, 5 comments | Tech, Gadgets | Tech Enthusiast |
002 | 24 | Female | $50,000 | Product C | Bi-monthly | 45% | 50 clicks, 20 comments | Fashion, Apparel | Fashionista Shopper |
003 | 40 | Male | $75,000 | Product D, Product E | Quarterly | 15% | 8 clicks, 2 comments | Practical, Home Goods | Practical Saver |
004 | 28 | Female | $45,000 | Product F | Monthly | 60% | 30 clicks, 12 comments | Tech, Accessories | Tech Enthusiast |
005 | 35 | Female | $80,000 | Product G, Product H | Weekly | 30% | 10 clicks, 3 comments | Fashion, Shoes | Fashionista Shopper |
006 | 50 | Male | $65,000 | Product I | Bi-annually | 10% | 3 clicks, 1 comment | Practical, Tools | Practical Saver |
2. Segmentation Data Explained:
- Customer ID: Unique identifier for each customer.
- Age: Customer’s age (for demographic profiling).
- Gender: Gender identification (useful for targeting certain segments).
- Income: Annual income (helps define purchasing power).
- Purchase History: A list of products bought by the customer (can help understand buying habits).
- Frequency of Purchase: How often the customer buys from your brand.
- Brand Engagement (Email Opens): Percentage of marketing emails opened by the customer (gives insight into how likely they are to engage with offers).
- Social Media Interactions: Number of interactions, like clicks or comments, on social media posts (helps understand their activity and brand interest).
- Product Preferences: The type of products the customer tends to prefer (Tech, Fashion, Practical).
- Segment: Behavioral segment based on data analysis (Tech Enthusiast, Fashionista Shopper, Practical Saver).
3. Steps to Create a CSV or Excel File:
- Open Excel or Google Sheets.
- Create columns based on the attributes you want to capture (refer to the template above).
- Enter Data: Input the data for each customer (e.g., demographics, purchase history, and behavioral data).
- Save as CSV:
- In Excel: Go to
File > Save As > Choose CSV format
. - In Google Sheets: Go to
File > Download > Comma Separated Values (.csv)
.
- In Excel: Go to
4. Usage and Application:
- Data Analysis: Use this segmentation data to analyze customer behavior, preferences, and purchase habits. Identify patterns and insights to drive targeted marketing.
- Marketing Personalization: Customize campaigns based on each segment’s unique characteristics.
- Customer Insights: Better understand customer needs and interests to improve products and services.
If you need further help formatting specific data or
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