How to set up customer segmentation in Bubble.io: Step-by-Step Guide

 

Start by creating Data Types that represent the entities involved in customer segmentation. Common examples include 'User', 'Company', 'Contact', and 'Lead'.

 

For each Data Type, add fields relevant to your segmentation, such as:

• 'ParentOrganization' field to connect a record to the owning entity.
• 'Name', 'Email', 'Phone' for contact information.
• 'Type' field if you are dealing with companies, which can be a list of Company Types (e.g., Client, Vendor) for categorization.

 

For data that is shared and doesn't change often, consider using Option Sets. These could represent Company Types, Project Stages, or other standardized categories relevant to your segmentation.

 

Set up Privacy Rules to ensure that users can only access data related to their ParentOrganization. For instance:

• If 'Company’s ParentOrganization is Current User’s ParentOrganization' and 'Current User’s ParentOrganization is not empty', then grant the user permission to 'View all fields', 'Find this in searches', and 'Allow auto-binding' if appropriate.

 

With fields and privacy rules in place, use Bubble.io's workflows to implement the segmentation logic. This could be filtering lists of Companies or Contacts by Type, ParentOrganization, or any other criteria you have established for segments.

 

Create the user interface that allows your users to view and interact with segmented data. Use repeating groups, dropdowns, and search elements that utilize the Data Types and Option Sets you've created.

 

Ensure that your customer segmentation works as expected by creating test users and verifying that they can only access data that meets the privacy criteria. Test various scenarios to ensure data is properly segmented according to your business rules.

 

By carefully planning your Data Types, fields, Privacy Rules, and interface design, you can achieve effective customer segmentation within your Bubble.io application. Remember to adjust the steps above to fit the specific requirements and complexities of your application.