Solutions

Marketing Automation

Deliver 1-to-1 Personalized Engagements to Customers

Problem to be Solved:

Many financial institutions struggle to target their customers at a granular enough level to capture the attention and interest required for a conversion.

How Segmint Data Adds Value:

Segmint makes it easy to drive personalized engagements using micro-targeted audience equations and KLI insight assignments per customer.

1. Use the endpoint listed below to pull the list of KLIs assigned to customers within the Consumer Spend branch of the KLI taxonomy. The result will provide the set of merchants for which your customers process transactions.

Endpoint: /kli/v1/partners/{{partner_id}}/kli_assignments/{{kli_code}}/children
kli_code: 8616194 (Consumer Spend)
kli_class: PUBLIC
kli_is_competitive: N
kli_is_leaf: Y

2.For additional details for each KLI insight, use the following endpoint. Cycle through each KLI code to obtain the total count of customers who have transacted with the merchant.

Endpoint: /kli/v1/partners/{{partner_id}}/kli_details/{{kli_code}}
kli_code: Code of each KLI to obtain additional details

Integrate Marketing Performance Data Across Multiple Delivery Platforms

Problem to be Solved:

Financial institutions often use multiple delivery platforms to execute all of their marketing efforts. Aggregating the performance data of those efforts can be a manual, time-consuming, difficult task.

How Segmint Data Adds Value:

Easy access to marketing performance data at the campaign, goal and customer level can make it straightforward to build a single view of how well your marketing efforts are performing.

1. Pull the set of goals your customers have achieved as a result of being served impressions from the Segmint marketing platform via the endpoint listed below. You can choose a date range or customer type (business or consumer) to filter your search.

Endpoint: /influence/v1/partners/{{partner_id}}/influences/influences
ucic_type: ‘I’ for individual (Consumer)
from_date: Start date (optional)
to_date: End date (optional)

2. For additional details about the impressions served to each customer to influence them to achieve the goal, cycle each impression through the following endpoint to identify the campaign, channel, media and other information for the impression.

Endpoint: /impression/v1/partners/{{partner_id}}/impressions/{{impression_id}}
impression_id: ID of each impression to obtain additional details

Leverage Clicks to Initiate Customer Follow-Up

Problem to be Solved:

Customers that click on an FI’s digital ad are communicating that they want more information about the offer, the product or the institution. But financial institutions struggle with being able to connect and automate a customer’s click event to a follow-up phone call or email.

How Segmint Data Adds Value:

Financial institutions can integrate with Segmint’s Click endpoints and build automated solutions that will systematically pull the list of customers that clicked on their messages to initiate follow-up phone calls or emails that will continue the conversation and let the customer know that the FI is listening. Click data can be pulled by campaign goal and/or click date range, filtering the results and targeting customer follow-up.

1. Pull the customers that have clicked on messages served via the endpoint listed below. You can choose a specific campaing goal or click date range to filter your search.

Endpoint: /click/v1/partners/{{partner_id}}/clicks
campaign_goal_kli_code: 8616201 (Consumer Mortgage Loan)
from_date: Start date (optional)
to_date: End date (optional)