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Steer Smart Search: Build Customer Segments Quick!

Describe it, build it, send it. Smart search turns your descriptions into ready-to-use filtered groups instantly, letting you focus on your message instead of filters.

⬇️ Watch the quick tutorial below on Smart search  👀

 

Launch campaigns faster than ever with Smart Search. Just tell Steer who you’re looking for, and we’ll handle the segment building for you, eliminating manual filtering.

Jump to:

How to Use Smart Search

-> Creating Customer Groups using Smart Search Results

-> Adding the Smart Search Result Group to a Campaign Segment

Suggested Smart Search Prompts

-> Smart Search Inspiration

 

How to Use Smart Search

In Steer, navigate to:

1. Customers > Customer List

2. In the upper right, click Smart Search.

Smart Search Nav

3. Choose from the Suggested Searches, or enter your own custom prompt.

5. Hit Find Customers & let Steer do the work for you. 

Smart Search Find Customers

6. Steer will provide a filtered customer list based on your search criteria. If Steer is unable to produce results, try rewording your criteria in a more specific manner. You can also submit feedback for Smart Search enhancements to our team!

Smart Search No Results


Want to send a campaign to the group you just created? You'll just turn this list into a dynamic customer group. 

  1. Click Filter By, then select Advanced Filters.

    Smart Search New Group Pt 1

  2.  

    Click + New Dynamic Group.

    Smart Search New Group Pt 2

  3. Input a name for your group like Customers with Deferred Services 60+ Days Ago

    Smart Search New Group Pt 3

  4. Click Save.

    Your smart search group is ready to be used in marketing campaigns!

 

 

To add this list to a text or email blast:

  1. Go to Campaigns > Active.
  2. Under Outreach Campaigns, click + New Segment

    Smart Search New Segment
  3. Name your segment something like: Customers with Deferred Services 60+ Days Ago
  4. Click Select Customer Group.
  5. Under Send To, select your recent group from the list.
  6. Save your segment.

    Smart Search New Segment Settings
  7. Now it's time to create your campaign in the segment you just created! For step-by-step instructions on creating a campaign, click here.
Steer Smart Search - Build Customer Segments in Seconds - Step 18

 

Suggested Smart Searches

Smart Search comes pre-configured with six suggested searches you can utilize, or you can describe the customers you would like to target.

The table below explains the customers being targeted when you utilize one of the six suggested searches.

Suggested Search: Targeted Customers (applied filters):
High Value Customers Days Since Last Visit = 10,000 + Lifetime Visits = 3-10,000 + Life-Time Visit Value = 5,000-1,000,000 
Core Customers Lifetime Visits = 2-10,000 + Life-Time Visit Value = 1,500-5,000 
Budget Regulars Lifetime Visits = 2-10,000 + Life-Time Visit Value = 0-1,500
Overdue Regulars Days Since Last Visit = 180-10,000 + Lifetime Visits = 3-10,000
Recent Quotes Days Since Quote = 7-10,000
High Value Declined  Lifetime Visits = 2-10,000 + Deferred Service = Yes + Deferred Service Search = (high value services) + Deferred Service Date = Last 180 Days + Average Visit Value = 400-1,000,000

 

Want to create your own searches? 

Use the prompts below as inspiration for crafting your own smart search prompts:

  • Customers that did NOT come in last month
  • Customers with deferred services in the past 60 days
  • Customers who have a deferred service with the keyword 'Brake' who have not visited the shop in the past 3 months
  • Customers who have spent at least $3,000 in their lifetime, have a deferred service and an oil change due in the next 3 months