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Module 3: Building a Segment

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Written by Bryce Roessner

This module provides a comprehensive guide to using the StellarAlgo Segment Builder, a powerful tool that allows you to create highly targeted fan segments. Moving beyond a one-size-fits-all approach, the Segment Builder enables you to isolate groups of fans based on specific demographics, behaviors, and purchase histories. The module also introduces the StellarAlgo Playbook, a collection of pre-built, proven activation strategies, and the Visualization Tools to help you analyze and understand your segments more deeply.


Training Video

Key Outcomes

Upon completing this module, you will be able to:

  • Create Targeted Segments: Learn how to use a variety of filters—including Purchases, Customer Demographics, and Overall Engagement—to build customized fan segments that align with specific campaign goals.

  • Leverage Advanced Features: Understand and apply advanced filtering techniques, such as the AND/OR logic, the include/exclude toggle, and the "fuzzy search" functionality, to create more precise and nuanced fan segments.

  • Utilize the StellarAlgo Playbook: Discover how to use pre-built, hyper-targeted plays (e.g., the Single Game Buyer Win Back play) to quickly activate proven strategies and save time on campaign setup.

  • Visualize and Analyze Segments: Use the built-in Visualization Tools to gain deeper insights into your segments, such as geographic distribution, revenue breakdowns, and demographic profiles, to better inform your strategy.

  • Turn Insights into Action: Understand how to translate the data from your fan universe into actionable segments for specific campaigns, such as targeting at-risk season ticket holders or promoting a theme night to fans who attended a similar event last year.

📓 Module 3 Tasks

  1. Build a Segment from Scratch:

    Navigate to the Segment Builder and create a new segment of fans.

    1. Use the filters to find fans who attended a specific theme night in the most recent season.

    2. What is the size of this segment?

    3. What is one specific campaign idea you could use to target them?
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  2. Explore a Pre-Built Playbook:
    Go to the Playbook section within the Segment Builder.

    1. Select a play that is relevant to your current goals, such as the Single Game Buyer Win Back or a New Leads play. Review the filters and rules that are automatically populated.

    2. How does this pre-built play save you time compared to building the segment manually? Can you think of a way to customize this play to make it even more specific for your organization?
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  3. Visualize and Analyze a Segment:
    Create a new segment of fans who live in a specific geographic area (e.g., your city or a neighboring zip code).

    1. After the segment is created, use the Visualization Tools to analyze the demographic and purchase data.

    2. What is the average age of this fan segment? What type of products are most popular among them (e.g., single-game tickets, merchandise)? How could this information influence a local marketing campaign in that area?


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