Segmentation Examples

A) Onboarding & early-life activation (basic)

Welcome + first-login nudge

To create a CRM segment for a "Welcome + first-login nudge" campaign, you can follow the steps outlined in the Gamanza Engage documentation:

1. Start Segment Creation: Access the CRM section and initiate segment creation by clicking on the "Create Segment" button located in the upper right-hand corner of the screen.

2. Details Section:

   • Name: Assign a name to this segment, such as "Welcome First Login Nudge."

   • Type: Choose the type of segment (Static, Dynamic, or Players) depending on your preference for fixed or adjustable groups.

   • Tags (Optional): Use tags to help identify or categorize your segment easily.

   • Description: Include relevant information about the purpose of this segment.

3. Rules Setup:

   • Define the criteria for your segment that target new players who have recently registered but not yet logged in or are logging in for the first time.

   • You may incorporate conditions like "Registration" or "Last login" and use personal data fields like First name, Email, etc., to fine-tune the criteria.

4. Add to Campaign:

   • Once the segment is created, use it in your campaign creation process.

   • In Step 4 of creating a campaign, select this segment from the drop-down menu to ensure your campaign targets the intended audience.

5. Target Group Actions:

   • Define actions for your segment in Step 5, like sending a welcome email or an on-site notification to engage players at their first login.

• Segment: “Registered in last 24h & not logged in”.

• Action: Send on-site notification at first login with a “Start here” CTA; if no login in 24h, send email.

First deposit mission

To create a CRM segment for a First Deposit Mission, follow these steps using the Segment Rules feature within the CRM:

1. Step 1: Details

   • Provide the name of the segment being created.

   • Choose the type of segment: Static, Dynamic, or Players.

   • Include a description with relevant information about the segment.

2. Step 2: Rules

   • Define the segment using criteria related to the First Deposit, such as:

     • First deposit amount.

     • First deposit date.

   • You can add second layers to segments using AND/OR conditions to refine the segment further by clicking on the + sign next to the criteria.

3. Integration and Usage

   • You can use these segments as eligibility criteria in Mission Bundles if you're using both CRM and Gamification products.

• Segment: “No deposit yet; account verified”.

• Action: Assign Mission: 1 deposit ≥ X; reward XP + Tokens; follow with on-site “You’re close!” reminder.

Email/SMS capture via mission

To create a CRM segment for email/SMS capture via a mission in Gamanza's system, you can follow these general steps:

1. Access the CRM Segments:

   • Navigate to the CRM section in Gamanza Engage, specifically under Segments.

2. Create the New Segment:

   • Click on the Create Segment button located on the upper right-hand corner. This will guide you through a step-by-step process to customize and create the segment.

3. Set Segment Criteria:

   • You can choose a pre-existent CRM Segment as the eligibility criteria when creating a Mission Bundle. This can include email/SMS capture or other criteria.

4. Upload Player Details:

   • If needed, you can build a CRM Segment through a CSV file, uploading a list of player email addresses, in addition to using Player IDs.

5. Select Communication Templates:

   • Access Email and SMS templates to personalize the communication that will be sent to players within your segment. This feature is available in the CRM template library.

• Segment: “Missing email or SMS opt-in”.

• Action: Mission: Marketing Preferences Opt-In (Email/SMS) → award small Tokens; warn ops to disable abuse path.

KYC completion mission

To create a CRM segment for a KYC completion mission, follow these general steps based on the Gamanza Engage structure:

1. Create Segment Criteria:

   • Set up a specific segment within the CRM platform using predefined criteria related to KYC processes. This might include factors such as whether the account is verified, the channel used for verification (e.g., Email, SMS), and any related events like "KYC Verified Event" for triggering segments.

2. Utilize the Quick Access Section:

   • Access the "Segments" feature within the Quick Access Section of the platform. This feature allows you to create a CRM segment specifically for the KYC completion mission.

3. Eligibility Criteria:

   • Select this CRM segment as the eligibility criteria for your mission bundle. This is done during the eligibility step when creating a Mission Bundle. If a player meets the segment criteria at the start, they will be considered eligible to complete the mission bundle.

4. Custom Triggers:

   • Define custom event triggers for the KYC process. These could include triggers for when a player's account status is verified through KYC or any relevant actions within the CRM.

5. Advanced Segmentation:

   • Use advanced segmentation filters, such as token counts, to enhance accuracy and ensure the segment targets players whose accounts need KYC verification.

• Segment: “Registered, not KYC’d”.

• Action: Mission: Activate Account (KYC); on completion, auto-grant Level Booster (15 min, 2×).

Game discovery tour

To create a CRM segment for the Game Discovery Tour in Gamanza's system, you can follow these steps:

Step 1: Details

1. Name: Choose a descriptive name for your segment.

2. Type: Decide the segment type - Static, Dynamic, or Players:

   • Static: Fixed set of users meeting criteria at creation.

   • Dynamic: Users can enter/exit based on ongoing criteria evaluation.

   • Players: Specific segment based on a list of player IDs.

3. Tags (Optional): Use tags to differentiate your segment.

4. Description: Include relevant information about the segment.

Step 2: Rules

1. Criteria Selection: Decide on rules for inclusion/exclusion based on various parameters. Common criteria include:

   • Transactional Activity: For example, activity days or lifetime withdrawal count.

   • Account Activity: Such as email/SMS permissions, or last activity date.

   • Personal Information: Including age, phone number, email, country, etc..

2. Second Layers: Incorporate AND/OR conditions to compare multiple criteria.

Additional Options

• Utilize features like the Personalization Engine to segment based on player preferences by Game, Game Category, or Game Provider.

• Apply filters like Turnover (Total Bet Amount) or Percentage based on player's activity level.

• Segment: “0 game rounds played”.

• Action: Mission: Wager 10 rounds in any slot; reward XP; on-site tooltip explaining Missions.

First win celebration

To create a CRM segment for the "First win celebration" in Gamanza, you can follow these general steps:

1. Enter Details:

   • Navigate to the Segments Library in the CRM tool and select Create Segment.

   • Provide a Segment name, such as "First Win Celebration".

   • Choose Big Query under Type for dynamic real-time segmentation.

   • Fill in optional tags and provide a description that details the purpose and criteria of the segment.

2. Define Segment Criteria:

   • In Step 2: Rules, set parameters based on the criteria relevant to the first win celebration. This might include:

     • First Deposit Date

     • First Deposit Amount

     • Gross Gaming Revenue

     • Last Deposit Date.

   • You might also consider additional criteria like player preferences, gaming activity, or other personalized factors if needed.

3. Enter Query:

   • Input a query in the CRM to retrieve player information from the BigQuery database. This query should include playerId in CamelCase to correctly pull player data.

4. Link Segment to Campaign:

   • Once the segment is created, it can be linked to a campaign where you can plan and execute marketing strategies like bonus offers or personalized messages to celebrate the player's first win.

• Segment: “First casino win achieved”.

• Action: Trigger on-site notification with CTA to Mission Bundle (beginner path).

Language-aware onboarding

To create a CRM segment for Language-aware onboarding, you can follow these steps using the Gamanza CRM features:

1. Access CRM Segments:

   • Navigate to the segment creation section in the CRM dashboard where you can define new segment rules.

2. Define Details:

   • In the Details section, include essential information like Name, Type (Static, Dynamic, Players), Tags (Optional), and Description.

3. Set Segment Rules:

   • In the Segment Rules section, utilize the Player language criterion under Personal Information. This allows you to segment players based on their preferred language.

4. Combine Conditions:

   • You can add additional layers to your segment using AND/OR conditions to refine your language-aware onboarding segment further.

5. Advanced Features (Optional):

   • If needed, integrate advanced segmentation models using BigQuery for real-time data, especially if you're aiming for a dynamic segment that adjusts based on evolving player data.

• Segment: “Player language = ES”.-

• Action: Serve localized on-site & email templates; placeholders populated from player data.

New-player safety rail

To create a CRM segment for New-player safety rail in Gamanza, follow these steps:

1. Access the Segments Library: Start by heading to the Segments Library in the CRM system.

2. Create New Segment: Click on the "Create Segment" button typically located in the upper right-hand corner of the screen.

3. Step 1: Details Section:

   • Name: Enter a suitable name for the segment.

   • Type: Choose between Static, Dynamic, or Players depending on the nature of the segment you're creating.

   • Description: Provide a description that clearly explains the purpose and characteristics of the segment.

4. Step 2: Rules Section:

   • Set Parameters: Define the rules using various criteria. You can include players based on transactional activities such as deposit and withdrawal amounts, account activities like registration date, last login, and personal information like age, phone number, country, and more.

   • Complex Conditions: You can also set second layers and complex conditions using AND/OR logical operations to refine the segment rules further.

5. Optional Integration: If you need advanced segmentation capabilities, consider integrating with BigQuery to pull real-time dynamic segmentation data.

• Segment: “First 72h & ≥3 deposits”.

• Action: Replace push/email promos with softer on-site guidance; enforce frequency caps on outbound.

Login streak primer

To create a CRM segment focusing on the "Login streak primer," follow these steps:

1. Begin with Segment Details:

   • Click on the "Create Segment" button on the upper right-hand corner of the CRM screen.

   • In the "Details" section, enter the Name of the segment.

   • Choose the Type of segment: Static, Dynamic, or Players, depending on whether you want the segment to evolve based on criteria.

   • Optionally, add Tags to help differentiate the segment.

   • Provide a Description to include relevant information about the segment.

2. Define Segment Rules:

   • In the "Segment Rules" section, set criteria to include or exclude players based on account activity, specifically focusing on login activity such as Last login dates and duration between logins (which would define a streak).

   • You might include criteria related to the number of activity days or patterns in login behavior to capture streaks.

3. Apply Conditions:

   • You can use AND/OR conditions to customize your segment further. For example, you might combine login streak data with other account or transactional activities to form complex criteria.

This segment will help in targeting users with sustained interaction, thereby tailoring campaigns towards maintaining or rewarding this engagement pattern.

• Segment: “First 7 days with ≥3 logins”.

• Action: Mission: Log in on 5 different days (repetition config); reward Tokens.

Rank tutorial

To create a CRM segment for a Rank tutorial in Gamanza's CRM system, follow these steps:

1. Step 1: Details

   • Name: Set a name for the segment.

   • Type: Choose between Static, Dynamic, or Players. Static segments identify users meeting specified criteria at creation, while Dynamic segments update continuously as new users meet the criteria.

   • Tags: Add any optional tags to help categorize the segment.

   • Description: Provide a description to explain the purpose of the segment.

2. Step 2: Rules

   • Define rules to include/exclude players based on various criteria, such as:

     • Transactional Activity: Parameters like withdrawal count, deposit amounts, etc.

     • Account Activity: Criteria include last activity date, login status, and registration date.

     • Personal Information: Filter based on age, gender, location, etc..

3. Additional Customization

   • Use placeholders related to Gamification, such as Rank and Level, which can be employed in templates.

   • You can add second layers to your segment using AND/OR conditions by clicking on the "+" sign to compare multiple criteria.

• Segment: “Reached Level 2”.

• Action: Email “How ranks work” + on-site panel showing next level & reward examples.

B) Early monetization & habit-building

Deposit ladder

To create a CRM segment for a "Deposit Ladder," here are the suggested steps and criteria you could use:

1. Define the Segment: Target players who have made their first deposit but have zero wagers. This is the foundational criteria that defines the deposit ladder segment.

2. Create a Mission: Design a mission within the CRM where players need to achieve specific actions, such as wagering an amount equivalent to 100× of their deposit or reaching a total bet amount of a defined value (e.g., ≥ X) within 3 days. This encourages players to move up the deposit ladder by increasing their activity and engagement.

3. Reward: Offer a Token Booster as a reward for completing the mission. This reward is typically player-activated and serves as an incentive for reaching the mission goals.

4. Use CRM Segmentation Tools: Utilize the CRM platform to create static or dynamic segments based on these criteria. Dynamic segments are particularly useful as they update automatically based on player activity.

5. Advanced Features: Consider using additional segmentation features like BigQuery Integration to create more tailored campaigns and enhance user engagement by analyzing player behavior and patterns.

6. Testing and Adjustments: Implement a control group for comparative performance analysis and run test campaigns to ensure efficacy before launching the mission broadly.

• Segment: “Made 1st deposit; zero wagers”.

• Action: Mission: Wager 100× OR total bet amount ≥ X within 3 days; reward Token Booster (player-activated).

Provider sampler

To create a CRM segment for the "Provider Sampler," you can follow these general steps using the Gamanza system:

1. Navigate to CRM Segments:

   • Access the CRM tab in Gamanza and click on the "Segments" section to get started with creating a new segment.

2. Create New Segment:

   • Click the "Create Segment" button located in the upper-right corner to initiate the segment creation process.

3. Define Segment Details:

   • Provide a name for your segment and select the type (Static or Dynamic). You can also add a description and tags if necessary.

4. Set Up Criteria:

   • Use the Personalization Engine to set criteria based on the game provider. You can choose parameters like the specific game provider, turnover, or the percentage of player activity with that provider.

5. Advanced Segmentation (Optional):

   • Utilize BigQuery integration for more advanced segmentation. This feature pulls data from BigQuery’s cloud warehouse, allowing for real-time dynamic segmentation and targeting campaigns. It can be useful for predictive modeling, like churn prevention.

• Segment: “Played 1 provider only”.

• Action: Mission: Win once in 3 different providers; reward XP; personalize via Personalization Engine.

Table-game intro

To create a CRM segment for a Table-game intro using Gamanza Engage, follow these steps:

1. Details Section:

   • Name: Provide a unique name for the segment.

   • Type: Choose between Static, Dynamic, or Players.

     • Static: Players meeting the criteria are fixed once the segment is created.

     • Dynamic: Players will enter and exit the segment based on criteria changes.

     • Players: Based on a list of player IDs.

   • Tags (Optional): Use tags to differentiate the segment.

   • Description: Include a description of the segment's purpose.

2. Segment Rules Section:

   • Define rules for including or excluding players based on various criteria:

     • Transactional Activity: Criteria such as number of activity days, deposit counts, withdrawal amounts, etc.

     • Account Activity: Criteria including last activity date, last login, account status, etc.

     • Personal Information: Criteria like age, country, gender, date of birth, etc.

   • You can create second layers of rules using AND/OR conditions to refine the criteria.

3. Advanced Segmentation (Optional):

   • For dynamic segmentation with real-time data, you can use BigQuery integration.

   • Big Query Type: Enter a query to pull detailed player information from BigQuery.

   • The query must include the player id in CamelCase, e.g., playerId.

   • Create segments in the CRM by selecting Big Query under Type and inputting the query.

• Segment: “Slots 100%, tables 0% (by turnover %)”.

• Action: On-site spotlight + Mission: 20 rounds of Roulette; reward Tokens.

Sports cross-sell

To create a CRM segment for Sports cross-sell in Gamanza's CRM system, you can use the segmentation features and potentially integrate with BigQuery for advanced segmentation. Here's a step-by-step guide:

1. Access the Segments Library:

   • Go to the CRM section in Gamanza and navigate to the Segments Library.

2. Create the Segment:

   • Click on the "Create Segment" button.

   • Enter a segment name, and optionally add a description to clarify the purpose and details of the segment.

3. Select Segment Type and Criteria:

   • Choose Big Query or another appropriate type under Segment Type.

   • Set up filters based on your criteria for sports cross-selling. You may use criteria such as Total Bet Amount & Count, Sports Turnover, Sports Tournaments Turnover, or Sports Markets & Teams Turnover.

4. Define the Query (for BigQuery Integration):

   • If using BigQuery, input a query to pull relevant players' information from BigQuery’s database. Ensure to include the player ID in CamelCase as _playerId_.

5. Link to Campaign:

   • After creating your segment, link it to a campaign. Use these segments to target customers who are potential candidates for sports cross-sell activities within your campaigns.

• Segment: “Casino player; sports turnover = 0”.

• Action: Tournament (Beginner sports “Most Points”) requiring opt-in; award top-10 Tokens.

Low-stakes guardrails

To create a CRM segment for Low-stakes guardrails in the Gamanza Engage platform, you can follow these steps:

1. Step 1: Details

   • Click on the Create Segment button, typically located at the upper right-hand corner of the screen.

   • Enter the segment's Name—make it descriptive to easily identify the segment later.

   • Choose the Type of segment: Static, Dynamic, or Players. Static segments stay unchanged once created, Dynamic segments update as new data becomes available, and Players segments are based on specific player IDs.

   • Optionally, add Tags to help differentiate this segment from others and include a Description to provide more insight into the segment's purpose.

2. Step 2: Rules

   • Define the segment rules based on various criteria such as transactional activity, account activity, and personal information. This set of parameters is crucial to specify how players are included or excluded from the segment.

   • You might consider criteria related to low-stakes activity, like the total amount wagered or frequency of low-stakes bets. You can also set up second layers using AND/OR conditions to refine these criteria further.

3. Additional Features:

   • Integration with BigQuery allows you to utilize dynamic data for enhancing the segment with real-time updates, which might be helpful for defining and identifying low-stakes behavior patterns.

   • If you have existing player data, consider using a CSV file to import player emails and IDs, adding a more personalized touch to the segment creation.

• Segment: “Avg bet < threshold”.

• Action: Keep promos on-site; cap SMS/email to respect daily limits; push a FREE Reward Shop tryout item.

Win-streak celebration

To create a CRM segment for a Win-streak celebration, you can follow these steps:

1. Segment Details:

   • Navigate to the Segments Library in CRM.

   • Click on Create Segment.

   • Enter a Name for your segment that signifies the Win-streak celebration.

   • Select Dynamic under Type for real-time updates, or choose Static if the segment includes a fixed list of players.

2. Rules and Criteria:

   • Move to Step 2: Rules to define the criteria for the segment.

   • Set parameters based on player activity related to win streaks. You may incorporate metrics like:

     • Number of consecutive wins

     • Total win amount

     • Last activity date highlighting win streak events

     • Account status or login activity during the streak period.

3. Advanced Segmentation with BigQuery:

   • If complex criteria are needed, use BigQuery integration:

     • Select Big Query under Type.

     • Input the query to pull player information that matches win-streak activities. Ensure the query identifies players using playerId.

4. Verification and Campaign Linking:

   • Run your query to validate the Player Count.

   • Verify that the segment matches the intended audience based on your win-streak criteria.

   • Consider linking this segment with specific campaigns designed to celebrate and reward win-streak achievements.

• Segment: “Successive Wins ≥4”.

• Action: Email recap; Mission: Hit 1 more streak for XP; social-style on-site banner.

Loss-avoidance reframe

Creating a CRM segment for a Loss-avoidance reframe strategy involves several steps using Gamanza's platform. Here's how you can proceed:

1. Define Segment Details: Begin by entering the segment details in the "Step 1: Details" section.

   • Name: Set a clear name that reflects the purpose of the segment, such as "Loss-avoidance Reframe".

   • Type: Choose whether the segment will be Static, Dynamic, or based on Players. Dynamic is suggested to adapt to changing player behavior.

   • Tags: Optionally, add tags to differentiate the segment within the system.

   • Description: Provide a detailed description explaining the segment's purpose and criteria.

2. Customize Parameters: In "Step 2: Rules", define the criteria for including or excluding players in your segment.

   • Utilize criteria such as "Real money balance," "Gross gaming revenue," "Last login," "Country," among others to tailor the segment. This can be focused on identifying players who might benefit from loss-avoidance strategies.

   • Consider adding second layers with AND/OR conditions for more refined segmentation if necessary. For example, combining conditions based on account activity or transactional history.

3. Advanced Segmentation Options: If further refinement is needed, you might want to delve into advanced segmentation using the BigQuery integration. It allows you to create predictive models and dynamic, real-time segmentation which can serve the campaign continuously.

4. Implementation: Once the segment is created, you can utilize it within mission bundles or specific campaigns aimed at reframing player perception regarding losses. This can involve sending targeted messages or offers to encourage engagement and retention.

• Segment: “High bet count, low wins last 48h”.

• Action: Swap cash promos for XP missions (exploration goals) to avoid over-incentivizing risky play.

Wallet completion

To create a CRM segment specifically for Wallet completion, you can follow a systematic process using the Gamanza CRM tools. Here are the steps you'll typically take:

1. Initiate Segment Creation:

   • Click on the Create Segment button located at the upper right-hand corner of the CRM interface.

2. Step 1 - Details:

   • Provide a Name for the segment.

   • Select the Type (Static, Dynamic, or Players) depending on whether you want the segment to be fixed or adaptable based on criteria changes.

   • Optionally add Tags to categorize the segment.

   • Fill in the Description box to include relevant information about the segment.

3. Step 2 - Rules:

   • Specify criteria relevant to Wallet completion. You can leverage various parameters such as:

     • Transactional Activity: Set rules based on transaction days, deposit and withdrawal amounts, balances, and other financial metrics related to the wallet.

     • Account Activity: Incorporate conditions like last login, registration date, currency, or account status to tailor the segment precisely.

     • Personal Information: Use demographic data like age or location if they play a part in wallet completion scenarios.

   • Add second layers to segments using AND/OR conditions to refine criteria based on multiple factors.

4. Advanced Segmentation:

   • For dynamic and real-time segment updates, consider integrating with BigQuery. This allows for real-time adjustments to the segment based on latest transactional and account information.

5. Finalize and Save:

   • Ensure all rules and filters are set precisely as needed for wallet completion.

   • Finalize the segment and save it for activation or further use within campaigns.

• Segment: “Has email, missing phone”.

• Action: Mission: Add phone → grant Tokens; deliver confirmation via on-site only (no SMS yet).

First purchase in Reward Shop

To create a CRM segment for the first purchase in the Reward Shop, you can utilize the Segment Rules feature in the CRM. This feature allows operators to include parameters for segment creation based on various criteria, including transactional activity related to purchases in the Reward Shop.

Here are the steps you can follow:

1. Access the Segment Rules Feature:

   • Ensure you are using the CRM system that includes the Segment Rules feature for creating segments.

2. Set Criteria for First Purchase:

   • Define the criteria based on transactional activity, specifically targeting users who have made their first purchase. This can include parameters like the date of their first purchase, the item purchased, and any other relevant transactional details.

3. Configuration:

   • Use the CRM interface to configure the segment. You may need to input specific purchase details like the item category or purchase date to accurately target the first purchase activity.

4. Review and Save:

   • Review the criteria you've set to ensure it aligns with the goal of identifying users who have made their first purchase in the Reward Shop. Save the segment so it can be used in future CRM campaigns.

If you need to set up more specific parameters or have additional criteria in mind, feel free to provide those details!

• Segment: “Tokens ≥ threshold; never purchased”.

• Action: On-site “Your first shop pick”: highlight FREE item & a low-cost Booster; track in Purchase Feed.

Rank-up sprint

To create a CRM segment for a Rank-up sprint within Gamanza Engage, follow these steps:

1. Access the Segments Library:

   • Navigate to the Segments tool in the CRM section on the left-hand panel of the Gamanza Engage interface.

2. Creation Process:

   • Click on the Create Segment button located in the upper right-hand corner of the screen.

3. Details Section:

   • Provide a Name for the segment.

   • Choose the Type of segment: Static, Dynamic, or Players based on your needs.

   • Optionally, you can select Tags to help differentiate the segment.

   • Enter a Description to detail the purpose or characteristics of the segment.

4. Rules Section:

   • Proceed to Step 2, where you can define Segment Rules based on criteria such as transactional activity, account activity, and personal information.

   • Possible criteria include transactional activity days, deposit or withdrawal amounts, account activity like last login, registration date, and personal info such as age, email, or country.

5. Advanced Options:

   • Utilize advanced segmentation with BigQuery for dynamic, real-time segmentation if your segment needs more complex criteria. This involves entering a query to pull player data from BigQuery, including player IDs.

• Segment: “Within 50 XP of next level”.

• Action: Mission: Play 20 rounds today → Level Booster 2× for 10 min on completion.

C) Mid-life engagement & real-time triggers

“Add to calendar” tournament

To create a CRM segment for an "Add to calendar" tournament, follow these steps using the CRM tool in Gamanza Engage:

Step 1: Enter Segment Details

1. Name: Provide a unique name for your segment.

2. Type: Choose between Static, Dynamic, or BigQuery depending on how you want to segment the players. For advanced segmentation using BigQuery, input required details under Type, and optionally add Tags and a Description.

3. Tags & Description: Fill these fields as needed for better organization and understanding of the segment.

Step 2: Define Rules

1. Criteria: Set parameters for player inclusion/exclusion based on various criteria such as transactional activity, account activity, and personal information.

2. Additional Layers: For more complex segmentation, add a second layer of rules using AND/OR conditions.

3. Activity Date Range: Use this as the first condition for segment layers, and combine with other conditions like GGR (Gross Gaming Revenue) or Total Deposit/Withdrawal statistics.

Optional: BigQuery Integration

For a segment tied closely to data analytics:

• Input Query: Use BigQuery integration to pull player information directly from the database. Ensure to include the player id in the format playerId.

• Run and Verify: Execute the query to verify the Player Count for the segment.

Finalizing the Segment

• Create: Once all details and rules are input, click the Create button to save the segment.

• Segment: “Opt-in required; hasn’t opted in”.

• Action: On-site with CTA to opt-in; email reminder 2h before start.

Trigger: deposit milestone

To create a CRM segment for the trigger "deposit milestone," follow these steps:

1. Navigate to Segments Library: In the CRM tool, access the Segments Library where you can manage and create new segments.

2. Create a New Segment: Click the "Create Segment" button to start the process.

3. Details Section:

   • Enter the name of your segment.

   • Choose the type of segment—Static, Dynamic, or Players.

   • Add optional tags for better organization.

   • Provide a description that explains the purpose of this segment.

4. Rules Section:

   • Define rules to include or exclude players based on parameters like transactional activity, account activity, and any relevant player personal information.

   • For the deposit milestone trigger, criteria such as total deposit count lifetime or last deposit amount could be useful.

5. BigQuery Integration (Optional):

   • If advanced segmentation is needed, you can utilize BigQuery integration by selecting Big Query under the type and inputting a query to pull relevant player information from BigQuery's cloud warehouse.

6. Bonus and Trigger Setup (Optional):

   • For dynamic real-time segmentation, you might need to set up specific columns like BonusId and TriggerBonus in BigQuery. This includes defining the bonus id and the specific trigger type for the bonus.

• Event: deposit.completed payload amount ≥ X.

• Action: Transactional campaign thanking the player + unlock a Mission for the day. (Not subject to freq cap.)

Trigger: mission completed

To create a CRM segment for the trigger event "mission completed," you can use Gamanza's Custom Triggers feature to establish specific rules and conditions associated with this event. Here's a broad outline on how you can set up the segment:

1. Navigate to Custom Triggers: Access the Custom Triggers library in the CRM system where you can configure and manage your triggers.

2. Create a New Trigger: Click the "Create Custom Trigger" button within the library.

3. Details Section: Fill in the Details section with a descriptive Name, optional Tags, and Description. This helps identify the trigger easily.

4. Set Up Event Trigger:

   • Use the Trigger Builder to select the "mission completed" event as your Event Trigger.

   • You can add preferred conditions by selecting Criteria, Type Data, and entering the Value. This configuration dictates how and when the trigger activates.

5. Add Conditions: Include multiple conditions using AND/OR operators to define how different criteria relate to each other.

6. Segments and Gamification: Consider leveraging gamification criteria to personalize the segment further. This can unlock more targeted marketing strategies potential.

• Event: mission.complete.

• Action: On-site reveal of Unclaimed reward, then grant when claimed; log in My Rewards.

Trigger: rank up

To create a CRM segment for the trigger "rank up" in the Gamanza system, you can utilize the BigQuery Integration feature, which allows for advanced segmentation. Here's a step-by-step guide:

1. Access BigQuery Integration: In the CRM, head over to the Segments Library and choose to create a new segment.

2. Enter Segment Details: Provide a name for your segment, and select "Big Query" under the Type section.

3. Create Your Query: Input a query in the CRM that retrieves player information from the BigQuery database. Ensure this query includes the player ID formatted in CamelCase as "playerId". This segment will be dynamically fed with real-time data depending on player behavior.

4. Additional Settings: You can optionally include tags and descriptions for clarity and management purposes.

5. Dynamic Segmentation: Such segments will be updated in real-time, making sure that any trigger actions based on player rank-ups are sent to the appropriate audience continuously.

Once created, this segment can be used in conjunction with campaigns or missions that involve player rankings, allowing you to tailor bonus roles or other actions specific to the player's rank.

• Event: rank.up.

• Action: On-site confetti + email “perks at your rank”; couponized Reward Shop row filtered by eligible ranks.

Trigger: account verification

To create a CRM Segment for the trigger "Account Verification," you can follow these steps within the Gamanza Engage platform:

1. Access Segments Library:

   • Navigate to the CRM system and go to the Segments section.

2. Create Segment:

   • Click on the "Create Segment" button located on the upper right-hand corner of the screen.

3. Details Section:

   • Specify the Name of the segment to identify its purpose.

   • Choose the Type of segment: Static (fixed list), Dynamic (updated based on rules), or Players (specific players).

   • Optionally, add Tags for easier identification and management.

   • Include a detailed Description to provide context or notes about the segment.

4. Segment Rules (Step 2):

   • Define parameters to include or exclude players from this segment. Criteria may include:

     • Transactional activity: Number of activity days, deposit amounts, withdrawal counts.

     • Account activity: Email preferences, last activity date, account status, etc.

     • Personal information: Age, name, email, country, gender, date of birth, etc..

   • Implement AND/OR conditions for complex criteria comparison, allowing the segment to focus specifically on players undergoing account verification.

5. Finalise and Save:

   • Once all criteria are set, save the segment to make it available for use within the campaigns focusing on account verification processes.

• Event: account.verification channel=email.

• Action: Confirm via on-site; assign “Explore 3 games” Mission.

Trigger: login after dormancy

To create a CRM segment for the trigger "login after dormancy," follow these steps:

1. Access the Segments Library: Navigate to the Segments Library in your CRM system and click on Create Segment.

2. Step 1: Details:

   • Name: Enter a descriptive name for the segment, such as "Post-Dormancy Login."

   • Type: Choose between Static, Dynamic, or Players based on how you want the segment to behave. For real-time updates, select Dynamic.

   • Tags and Description: Optionally add tags and a description to help identify and manage the segment.

3. Step 2: Segment Rules:

   • Account Activity Criteria: Utilize criteria related to account activity, specifically focusing on "Last login." Set rules to define users who have logged in after a specified period of dormancy.

4. Finalize: Once the rules are set up, save the segment by clicking Create. This segment will now dynamically include players who log in after being inactive for the defined period.

• Event: login with lastActivityDays > 30.

• Action: On-site “Welcome back” + Mission Bundle with gentle goals and XP only.

Trigger: reward shop purchase

To create a CRM segment based on the trigger for a reward shop purchase, you may follow these steps using the available features in Gamanza Engage's CRM:

1. Custom Triggers: You can configure a custom trigger based on the event of a reward shop purchase. Navigate to the Custom Triggers library and click on "Create Custom Trigger." In the Trigger Builder, select the Event Trigger related to reward shop purchases and define conditions based on criteria such as product status, purchase amount, or other relevant data.

2. BigQuery Integration: Use BigQuery to create dynamic, real-time segmentation. By pulling data from BigQuery's cloud warehouse, you can target players who have made purchases in the reward shop. Set up a query that includes player IDs (formatted in CamelCase as playerId), purchase details, and other necessary information. Then, go to the Segments Library in the CRM and select Create Segment, choosing "Big Query" under Type.

3. Segments Library: Within the CRM's Segments library, you can create advanced segments by inputting queries that handle player data related to reward shop purchases. Customize your segment name, query details, and ensure you map data properly for activation within CRM campaigns.

4. Reward Shop Product Statuses: Use the new product statuses (like "Out of Stock" or other change-oriented statuses) as criteria when defining custom triggers for reward shop purchase events. These statuses can further refine your segment criteria.

• Event: reward.purchase type=External.

• Action: Send transactional email w/ shipping steps; update Purchase Feed status transitions.

Trigger: shop view but no purchase

Creating a CRM segment for users who have viewed the shop but have not made a purchase involves defining specific criteria within the CRM segmentation tool. Here's a general outline based on available documentation:

1. Segment Type: Decide whether your segment will be Static, Dynamic, or related directly to Player activity. Static segments are based on criteria selected at the time of creation and do not change. Dynamic segments continually update based on criteria.

2. Create New Segment: In the CRM tool, click on "Create Segment" in the upper right-hand corner of the screen. Fill in the required details like Name, Description, and Tags (if necessary).

3. Define Rules:

   • In Step 2 (Rules), specify the criteria such as transactional activity. For "shop view but no purchase," look for criteria that can identify users who have interacted with the shop interface but have no transaction records for purchases.

   • You may add AND/OR conditions if needed. Click the "+" sign to add additional layers under your conditions, ensuring to separate those who only viewed the shop from those who made purchases.

4. Validate: Before finalizing the segment, ensure all criteria have been correctly configured and validated, making sure the segment accurately represents the targeted users.

• Event: custom shop.view with keepCounter:true.

• Action: If shopViewCount ≥ 3 & tokenBalance ≥ X, send on-site “Use your Tokens” with item recommendations.

Trigger: CRM open → gamification reward

To create a CRM segment for the trigger "CRM open → gamification reward," you can follow these steps by utilizing BigQuery integration for dynamic segmentation:

1. Integrate with BigQuery: First, ensure you have access to BigQuery for integrating with your CRM system. BigQuery allows for creating advanced, real-time segmentation by pulling data from its cloud warehouse.

2. Create Required Columns: In BigQuery, set up columns named BonusId and TriggerBonus to identify the bonus and trigger criteria. The bonus id must correspond to a previously created bonus within your bonus engine, while the trigger type specifies when the bonus should be activated.

3. Set Up the Segment in CRM:

   • Navigate to the Segments Library in your CRM.

   • Select Create Segment and choose Big Query as the type.

   • Enter a Segment name, and optionally, description and tags.

   • In the next step, input the query to pull player information, ensuring it includes the player id in CamelCase as playerId.

4. Define Target Group: Once the segment is created and the trigger is set, you can define the target group for the campaign. This involves subdividing the segment and customizing actions for each group, such as sending emails, notifications, or assigning rewards.

5. Assign Gamification Rewards: Utilize features such as assigning Boosters, XP Points, and Tokens as campaign rewards within each target group for personalized engagement.

• Event: crm.message.open.

• Action: Grant Token Booster (5 min) to reinforce opens; source labeled “CRM” in rewards.

Trigger: streak break prevention

To create a CRM segment for "streak break prevention" in Gamanza Engage, follow these steps:

1. Navigate to the Segments Library: Within your CRM interface, go to the Segments Library and select the "Create Segment" option.

2. Step 1: Details:

   • Specify the name of the segment.

   • Choose the type (Static, Dynamic, or Players).

   • Add tags (optional) to differentiate the segment.

   • Include a description with relevant information.

3. Step 2: Rules:

   • Set parameters based on various criteria, such as:

     • Transactional activity: Number of activity days, Total withdrawal count lifetime, etc.

     • Account activity: Last activity date, allows emails/SMS/phone.

     • Personal Information: Age, phone number, email, country, gender, etc.

   • You can utilize layers with AND/OR conditions by adding a second layer using the "+" sign next to the criteria.

4. Advanced Segmentation using BigQuery: For more dynamic segmentation, integrate with BigQuery to establish predictive models targeting players at risk of breaking their streaks due to inactivity.

• Event: day.change + last login 6d streak.

• Action: On-site at login “Keep your streak—double XP today!” via Level Booster.

D) Personalization, shop strategy, tournaments

Provider-loyalty push

To create a CRM segment for a Provider-loyalty push, you can follow these steps using the Gamanza Engage platform:

1. Enter Required Player Data: First, ensure that your player data is entered in the BigQuery database. This data should detail player activity related to the provider you wish to focus on.

2. Create the Segment:

   • Access the CRM through Gamanza Engage, navigate to Segments > Create Segment.

   • In Step 1: Enter Details, provide a name for your segment, select Big Query under Type, and optionally add tags and a description to differentiate the segment.

   • Proceed to Step 2: Enter Query, where you will input the query using BigQuery to pull relevant player information, including data like Player ID and any custom placeholders needed for campaign specifics.

3. Add Segment to Campaign: Once the segment is created, integrate it within your campaign by selecting the BigQuery segment from the segment list during campaign creation or editing. This will allow the campaign to automatically pull data from BigQuery and communicate with the appropriate audience.

4. Complete Campaign Creation: Finish the campaign setup, ensuring it aligns with your provider loyalty goals, and launch your campaign.

• Segment: “≥25% turnover in Greentube last 14d”.

• Action: Email a curated Mission for new Greentube title; tournament points bonus for that provider.

Category gap fill

To create a CRM segment for Category gap fill in Gamanza, you would follow these steps:

1. Create a Segment: Click on the "Create Segment" button in the upper right-hand corner of the CRM screen.

2. Details Section:

   • Name the segment.

   • Select the type (Static, Dynamic, or Players).

   • Optionally add tags for differentiation.

   • Provide a description of the segment.

3. Segment Rules:

   • Include parameters based on criteria such as transactional activity, account activity, and personal information.

   • You can include subcategories like Game Provider, Game Category, or specific games, and choose either Turnover (Total Bet Amount) or Percentage based on turnover percentage wagered by the player.

4. BigQuery Integration:

   • If using advanced segmentation, integrate BigQuery to pull real-time data for dynamic segmentation.

   • Input queries to retrieve relevant player information that includes columns like player ID, BonusId, and TriggerBonus.

5. Manage Segment:

   • After creation, the segment will appear in the Segments Library where you can manage it by viewing, editing, duplicating, or deleting.

• Segment: “Roulette ≤5% of turnover; Slots ≥90%”.

• Action: Mission: 50 roulette rounds for Tokens; no email if freq cap nearing.

High-value token sink

To create a CRM segment for a High-value token sink, you can follow these steps in the CRM system:

1. Details Section:

   • Name your segment, for instance, "High-value Token Sink".

   • Choose the type of segment: Static, Dynamic, or Players.

   • Add optional tags to help differentiate this segment.

   • Provide a description that explains the purpose and criteria of the segment.

2. Rules Section:

   • Set the criteria for inclusion/exclusion of players based on multiple dimensions like transactional activity, account activity, or personal information.

3. Token Criteria:

   • Utilize the Token Balance feature, which segments players based on their available Tokens Balance in Gamification. This can help identify players with high token expenditures or balances.

4. Advanced Filtering:

   • You can add second layers to your segments using AND/OR conditions, allowing the combination of different criteria for more precise filtering.

• egment: “Token balance ≥ Y; no shop purchase in 30d”.

• Action: Send on-site featuring limited-stock items scoped to specific ranks.

FREE item promo with abuse guard

To create a CRM segment for a FREE item promo with abuse guard, you can follow these steps using BigQuery as your segment type. This will provide a dynamic segmentation setup fed in real-time:

1. Enter Segment Details: Start by naming your segment and selecting "BigQuery" as the type. You can also add optional tags and a description.

2. Input Query: You must input the query that pulls player information from the BigQuery database. Ensure your query includes the player ID in CamelCase as playerId. This step is crucial as it forms the basis for targeting players with the FREE item promo while guarding against abuse.

3. Implement Abuse Guard: While the available documentation does not detail specific methods for implementing an abuse guard directly into a segment, it generally involves setting up filtering rules or restrictions based on player activity or parameters such as previous transaction history, frequency of promo use, or other metrics that can indicate potentially abusive behavior. This can often be handled within the query or through additional segment rules.

4. Link to Campaign: Once the BigQuery segment is created, link it to a campaign in CRM > Campaigns. This way, the campaign will retrieve data dynamically from BigQuery, ensuring your promo targets the appropriate audience with added security against abuse.

• Segment: “Rank ≥ Silver; 0 shop purchases”.

• Action: Offer FREE branded item; limit by comments/instructions; expiry window.

Booster education

To create a CRM segment for Booster education, you might consider the following approach:

1. Segmentation Analysis: Utilize CRM segmentation features to define player groups based on various criteria such as personal data, transactional activity, gaming activity, and gamification data. These segments help tailor Booster education campaigns to fit players' specific needs.

2. Segment Creation: You can create both static and dynamic segments. Static segments are fixed and composed of selected criteria at one point in time, while dynamic segments update based on ongoing data and criteria changes. You can access the Segments Library and click "Create Segment" to start customizing.

3. Incorporate Gamification: Since Boosters are part of gamification, it's important to integrate segments that consider gamification data, such as XP Points and Tokens. These can be included in the segment criteria to better target players interested in Boosters.

4. Personalization and Rewards: When creating a campaign, you can assign XP Points, Tokens, and Boosters as rewards within different Target Groups to enhance engagement. Each target group's actions can be configured individually for maximum flexibility.

5. Use Advanced Features: Utilize advanced features like BigQuery Integration for creating predictive models and targeting specific players more accurately with Booster-related campaigns.

6. Test and Adjust: Consider creating a control group to compare performance and sending test campaigns to ensure everything works as expected before full launch.

• Segment: “Never used boosters; mission completion rate <20%”.

• Action: Mission: Activate a Token Booster (player-activated) + in-app tutorial.

Limited-time rank-gated item

To create a CRM segment for a limited-time rank-gated item, follow these steps using the Gamanza Engage platform:

1. Start by Creating a New Segment:

   • Go to the Segments Library and click on "Create Segment".

2. Details Section:

   • Enter the name of the segment.

   • Select the segment type: Static, Dynamic, or Players.

   • Optionally, add tags to differentiate the segment and provide a description.

3. Criteria Setup:

   • In the Rules section, define the parameters for the segment based on rank eligibility. Utilize account activity criteria, transactional activity criteria, or personal information to set conditions.

   • To target rank-gated items, specify the ranks eligible for participation.

4. Advanced Segmentation:

   • Consider using BigQuery for dynamic segmentation and real-time campaigns based on player behavior and profiles.

   • If needed, configure bonus criteria like BonusId and TriggerBonus within BigQuery to tailor bonuses or promotions for specific ranks.

5. Finalization and Execution:

   • Once the segment is created, use it as eligibility criteria in Mission Bundles or targeted campaigns.

This process will help you create a CRM segment tailored to rank-specific items available for a limited time.

• Segment: “Rank Gold+”.

• Action: Add Reward Shop item valid Specific Date (weekend only) with exclusive image & stock=50.

Sports league tournament

To create a CRM segment for a sports league tournament using the Gamanza Engage platform, follow these steps:

1. Access the Segments Library: Start by accessing the "Segments Library" within the CRM system. Here, you can manage existing segments or create new ones.

2. Segment Creation: Click on the "Create Segment" button available in the Segments Library. This will initiate a guided step-by-step process for customizing the segment.

3. Select Criteria: When setting up the segment, choose relevant criteria such as Game Provider, Game Category, or Game. You can also select metrics like Total Bet Amount, Sports Turnover, Sports Tournaments Turnover, and Sports Markets & Teams Turnover.

4. Define Metrics and Filters: Decide whether to base your segment on Turnover (Total Bet Amount) or Percentage. You may apply additional filters, such as Lifetime or Activity Date Range, to ensure precise targeting.

5. Create Personalized Campaigns: With the segment criteria established, you can proceed to create personalized campaigns. These campaigns can target players based on specific activity levels or preferences within selected games or tournaments.

6. Tournament Eligibility: If you have acquired the Gamanza Engage CRM product, you can select the created CRM segment to determine tournament eligibility, specifying which players can participate in the tournament based on the segment criteria.

• Segment: “Sports bettors with EPL activity”.

• Action: Tournament: Most Points limited to EPL markets; leaderboard rewards to top 50.

Minimum bet tournament

To create a CRM segment for a Minimum bet tournament in Gamanza, you can follow these steps:

1. Create Segment:

   • Click the "Create Segment" button on the upper right-hand corner of the CRM interface.

2. Step 1: Details:

   • Enter the Name of the segment.

   • Choose the Type of the segment (Static, Dynamic, or Players).

     • Static: Users meeting the criteria remain the same, without new entrants.

     • Dynamic: Users can enter or leave the segment based on the criteria.

     • Players: Segment created based on a list of player IDs.

   • Include a Description for the segment.

   • Optionally, add Tags to differentiate and categorize the segment.

3. Step 2: Rules:

   • Define criteria for the Minimum bet tournament segment. You can set conditions based on:

     • Transactional activity: This might include the Turnover (Total Bet Amount), where the criterion could be tailored around the minimum bet amount for participation.

     • Use other available criteria like Game Provider, Game Category, and Game, specifying either Turnover (Total Bet Amount) or Percentage for more targeted segmentation.

   • Establish AND/OR conditions if multiple criteria need to be included.

4. Finalizing and Saving:

   • Once you have defined your rules and filled in the necessary details, proceed by saving and exiting the segment creation wizard.

5. Tournament Eligibility:

   • If applicable, select this CRM segment to determine eligibility for the tournament. This step can be performed at the tournament setup stage.

• Segment: “Casino bettors with avg bet ≥ A”.

• Action: Tournament with Min Bet Amount guard and Max Number of Bets=200.

Mission bundle for shop earn-spend loop

To create a CRM segment for the Mission bundle in the shop earn-spend loop, you can use the Segment option within the Mission Bundle eligibility settings. This allows you to select a more advanced segment created in the CRM with predefined criteria. Here are the steps to create such a segment:

1. Create Segment:

   • Click on the Create Segment button at the upper right-hand corner of the screen.

2. Details Section:

   • Name: Enter the name of the segment.

   • Type: Choose from Static, Dynamic, or Players.

   • Tags (Optional): Select tags from previously made tags to differentiate the segment.

   • Description: Provide relevant information about the segment.

3. Rules Section:

   • After filling in the details, click the Next Step button.

   • Here, you can set parameters based on various criteria such as transactional activity, account activity, and personal information. This helps in including or excluding players from the segment.

• Segment: “Tokens earned but unspent in 7d”.

• Action: Bundle: (play → earn tokens) + (buy any shop item) + (activate Booster) for a bonus.

Eligibility clarity in widgets

To create a CRM segment for eligibility clarity in widgets, you can follow these steps:

1. Create a New Segment: Start by clicking on the "Create Segment" button, typically found on the upper right-hand corner of the screen within the Gamanza Engage platform.

2. Step 1: Details:

   • Name: Assign a name to the segment that clearly indicates its purpose or criteria.

   • Type: Choose whether the segment will be Static (fixed criteria), Dynamic (criteria that can change), or based on Players.

   • Tags (optional): Use tags to differentiate and categorize the segment.

   • Description: Add any relevant information about the segment for clarity.

3. Segment Rules:

   • Define the parameters using a set of available criteria such as Age, First name, Last name, Email, Country, etc.

   • You can utilize second layers to implement AND/OR conditions, which allows for complex eligibility criteria involving multiple conditions.

4. Eligibility Criteria in Widgets: Ensure that the segment references or criteria are included in the widget settings if you plan to use this segment for tournament eligibility or similar functionalities

• Segment: “Players confused about eligibility”.

• Action: Use tournament Eligibility Field text to show who can join (e.g., specific ranks).

E) Advanced segmentation & retention

Lapsing predictor + soft reactivation

Creating a CRM segment for a Lapsing predictor with soft reactivation can be accomplished using the capabilities of Gamanza's CRM system and advanced segmentation tools. Here are steps and features that can be leveraged:

1. Details Section: Start by filling in the basic details of your segment:

   • Name: Give your segment a meaningful name.

   • Type: Choose either Static or Dynamic. Dynamic segments allow users to enter and exit based on criteria changes.

   • Tags: Optionally, add tags for better differentiation.

   • Description: Describe the purpose and specifics of your segment.

2. Setting Up Segment Rules: Use multiple conditions to precisely define your segment.

   • Use criteria such as Account activity, Transactional activity, Last activity date to identify players who may be lapsing.

   • Implement an Activity Date Range as the first condition, which is crucial for targeting players within specific inactivity timeframes.

3. Advanced Segmentation with BigQuery:

   • Leverage BigQuery integration for creating predictive models. This can help in identifying players at risk of churn and tailor campaigns for soft reactivation.

   • Use dynamic segmentation to ensure campaigns are continuously targeting the right audience based on real-time data.

4. Utilizing Existing Features:

   • Consider using Token balance as a segment filter criteria if applicable, to create hyper-personalized campaigns based on loyalty or engagement.

   • Employ placeholder filters and custom metadata fields for added accuracy.

5. Campaign Activation:

   • Set up specific campaigns targeting players within the lapsing segment with rewarding schemes or engagement strategies for reactivation.

• Segment: “No activity in last 14d; lifetime deposits ≥ X; mission completion <10%”.

• Action: Email A/B: (A) XP-only mission vs (B) Token Booster; control group included.

High value, shop-averse

To create a CRM segment for "High value, shop-averse" customers, follow these steps:

1. Define the Segment Type:

   • Choose between a Static, Dynamic, or Players segment. Static segments have fixed membership, while Dynamic segments allow users to enter and exit based on criteria.

2. Set Criteria:

   • High Value: Define criteria based on transactional activity, such as high gaming activity or high transactional amounts. Consider using Custom Fields or BigQuery for advanced segmentation to tailor the criteria more precisely.

   • Shop-Averse: Identify customers who have limited interaction with your shop or reward facilities. You might want to segment based on their token balance, indicating they are not utilizing shop benefits.

3. Utilize Tokens Balance:

   • If they're using Tokens Balance within Gamification, you can segment them based on the availability of tokens and their usage patterns to identify those less engaged with shopping or rewards.

4. Segment Management:

   • Access the Segments Library to manage and edit your created segments. You can add tags and descriptions for better organization and understanding.

5. Advanced Segmentation with BigQuery:

   • Implement BigQuery Integration for real-time segmentation and predictive modeling. This can help refine your criteria and automate adjustments based on ongoing customer behavior.

• Segment: “GGR high, token balance high, 0 shop orders”.

• Action: Personalized on-site carousel + FREE accessory gated to their rank; track conversion in Purchase Feed.

VIP micro-segments with custom data

To create a CRM segment for VIP micro-segments with custom data using Gamanza's platform, follow these steps:

1. Create Custom Data:

   • Use the "Custom Data" feature in the CRM to define the additional player properties needed for your VIP micro-segments. Click on Create Custom Data and fill in the fields like Name, Description, and Data Type (String, Number, Boolean, Date, or Selector). If necessary, use CSV uploads to map player data efficiently.

2. Segment Creation:

   • Go to the Segments Library and click on Create Segment.

   • In the Details section, enter the segment's Name, select the Type (Static, Dynamic, or Players), and fill out the Description. Optionally, select Tags to differentiate your segment.

3. Segment Type Selection:

   • If using BigQuery for more dynamic, real-time data integration, select BigQuery under Type.

   • Input the query in Step 2 to pull player information from the BigQuery database. Ensure the query includes the player ID in CamelCase as 'playerId'.

4. Custom Placeholders and Campaign Linkage:

   • After running the query, configure custom placeholders by adding columns in BigQuery with the structure “CP.ExampleName,” e.g., CP.FavoriteColor.

   • Link the BigQuery segment to CRM Campaigns by including the segment in the campaign template. This allows dynamic retrieval and use of player information.

5. Define Segment Rules:

   • Set criteria for including/excluding players from the segment using rules based on personal information or transactional activity. Add logical operators (AND/OR) to refine the segment conditions.

6. Complete and Activate:

   • Review the segment details and rules, finalize it, and ensure it's active within the appropriate CRM campaign for targeted engagement.

• Segment: Custom properties {is_vip=true, accountStatus='active'}.

• Action: VIP-only Mission with higher Bonus Offer and Booster combo.

Payment-method incentives

To create a CRM segment for payment-method incentives, you can follow these steps within the Gamanza CRM system:

Step-by-Step Process:

1. Access Segments Library:

   • Navigate to the Segments Library within the CRM system. This is where you'll find existing segments and can create a new one.

2. Create a New Segment:

   • Click on the "Create Segment" button located at the upper right-hand corner of the Segments Library.

3. Segment Details:

   • In the Details section, input essential information such as:

     • Name: Give your segment a descriptive name.

     • Type: Choose between Static, Dynamic, or Players, depending on how you want the segment to be configured.

     • Description: Add a relevant description that explains the purpose or scope of this segment.

     • Tags: Add tags if necessary to facilitate easier identification and differentiation of the segment later.

4. Define Rules:

   • In the Rules section, set parameters based on specific criteria. For payment-method incentives, you could focus on transactional activity such as payment method usage, frequency, or other related transactional criteria.

5. Consider BigQuery Integration:

   • You might need advanced segmentation, which can be achieved through BigQuery integration. This allows real-time, dynamic segmentation based on payment-related data.

   • To use BigQuery, create bonus id and bonus trigger columns in your database, and set up BigQuery to feed this data dynamically into the CRM segment.

6. Use the Segment:

   • Once your segment is created, you can incorporate it into a campaign to deliver payment-method based incentives, tailoring offers and bonuses to encourage usage of preferred payment methods or as part of a broader loyalty initiative.

• Segment: “Deposits via method ≠ preferred”.

• Action: Mission: 1 deposit with Method X ≥ amount; reward XP + Tokens; measure lift.

Option-typed enumerations for precision

Creating a CRM segment with Option-typed enumerations for precision requires integrating data analytically. Here's a step-by-step guide based on the support offered by Gamanza's CRM system:

1. Segment Type and Setup:

   • Begin by creating a new segment in the CRM tool. You can choose to categorize the segment as Static, Dynamic, or Players based on your needs.

   • Static segments are fixed and don't update once created, whereas Dynamic segments continually update to include new users that meet the criteria, reflecting real-time changes.

2. BigQuery Integration:

   • To leverage Option-typed enumerations for precision, use BigQuery integration with CRM. You would select "BigQuery" under Type upon segment creation.

   • Input a query to pull player information from the BigQuery database. Ensure that your query contains the player id in CamelCase (playerId).

3. Implementing Precision Techniques:

   • Add custom placeholders for specific player data attributes (e.g., CP.FavoriteColor), ensuring these follow the structure: "CP.ExampleName".

   • The query should be designed to handle precision in targeted segmentation by applying filters or classifications such as multi-criteria conditions.

4. Final Segment Creation and Usage:

   • Complete the query and click Run Query; this action will execute the query and display the Player Count for the segment.

   • Attach the segment to relevant campaign attempts under CRM to optimize user engagement.

   • Ensure the segments maintain accuracy by continuously updating criteria and reviewing campaign results.

• Segment: accountStatus in {active, fully_identified} using option typed custom data for clean filters; multi-layer AND/OR.

• Action: Deliver segment-specific on-site + email.

Activity Date Range cohorts

To create a CRM segment for Activity Date Range cohorts in Gamanza's system, follow these guidelines:

1. Activity Date Range Setup: Start by setting the Activity Date Range as the first condition in your segment layer. This is crucial because it informs the CRM that all subsequent conditions should be filtered using the specified date range.

2. Combine with Other Conditions: You can use several conditions in conjunction with the Activity Date Range. These include:

   • GGR (Gross Gaming Revenue)

   • Total Deposit Count

   • Total Deposit Amount

   • Total Withdrawal Count

   • Total Withdrawal Amount.

3. Segment Customization: Depending on your specific needs, you may need to create a second layer to group different conditions, such as Activity Date Range with Total Deposit Amount, ensuring they work together effectively instead of independently. For example, players with a Total Deposit Amount of a certain value in the last 30 days might be grouped based on the Activity Date Range.

4. Additional Processing: Note that using Activity Date Range filters often requires client approval due to additional processing.

5. Dynamic and Static Segments: Decide if your segment will be static or dynamic. Dynamic segments update automatically based on changing conditions, while static segments remain fixed once created.

• Segment: “Total deposit amount ≥ 500 in last 30 days AND total deposit count ≥ 10 (lifetime)”.

• Action: Mission for “Try 3 games you haven’t played” (provider exclusions).

Sports micro-cohorts

To create a CRM segment for Sports micro-cohorts in Gamanza, you can follow these steps:

1. Criteria Selection: Begin by deciding on the criteria for your segment. You can use metrics like Total Bet Amount & Count (Real, Bonus, or both), Sports Turnover, Sports Tournaments Turnover, and Sports Markets & Teams Turnover. These metrics can be filtered by Lifetime or Activity Date Range for precision.

2. BigQuery Integration: Utilize the BigQuery Integration feature in the CRM to create advanced segments. This integration allows for dynamic, real-time segmentation based on data pulled from BigQuery's cloud warehouse.

3. Create Segment: Access the segment creation feature by navigating to CRM > Segments > Create Segment. Here, you can input the required player data from BigQuery and create your segment.

4. Link to Campaign: Once your segment is created, you can add it to a campaign by selecting the previously created BigQuery segment from the segment list during campaign creation or editing.

• Segment: “Sports Teams Turnover: Team A ≥ N; last 14d”.

• Action: Campaign for that team’s next match + Sports Wager objective mission.

Trigger counters to pace outreach

To create a CRM segment for Trigger counters to pace outreach, you can leverage Gamanza's BigQuery integration with the CRM system. This process involves using advanced segmentation in CRM by pulling data from BigQuery's cloud warehouse. Here's a step-by-step guide:

1. Access BigQuery Segments: Go to the Segments Library within the CRM system and select "Create Segment".

2. Define Segment Type: Choose "Big Query" as the segment type and input the query that will pull player information from the BigQuery database. Make sure the query includes the player id in CamelCase (_playerId_).

3. Create Trigger Columns: For pacing outreach, you might need specific columns like BonusId and TriggerBonus created in BigQuery.

4. Configure Trigger Counters: Utilize automatic counters provided by the CRM system to track additional information, such as the last event date and the number of times the player triggered the event.

5. Dynamic Segmentation: Use the BigQuery segments to create real-time, dynamic segmentation that allows for continuous monitoring of player behavior, ensuring that outreach is effectively paced.

• Segment: Use keepCounter to create resetPasswordCount or shopViewCount; exclude high-frequency events from promos for 24h.

• Action: Safer, behavior-aware throttling layered with Frequency Cap.

Max concurrent on-site queueing

To create a CRM segment for managing on-site notifications with respect to the Max Concurrent Limit, you can follow these steps:

1. Access the CRM Section: Enter the CRM section of the platform where you manage segments and notifications.

2. Identify the On-site Notifications Settings: Within the CRM settings, locate the "Max Concurrent Limit" setting, which defines the maximum number of notifications that can appear at once.

3. Set the Max Concurrent Limit: Decide on the numeric value for the Max Concurrent Limit, ranging from 1 to 5. This controls how many notifications can be displayed at the same time when there are multiple notifications queued. The default is typically set to 5.

4. Create or Edit a Segment: Navigate to the "Create Segments" subsection of the CRM. You can use this area to define or edit segments based on criteria relevant to your campaigns.

5. Configure Notifications by Priority: During the creation of the on-site notification campaign, prioritize the notifications using the priority setting (values ranging from 1 to 999), where lower numbers represent higher priority.

• Segment: “Players entering with multiple queued pop-ups”.

• Action: Set Max Concurrent Limit to 1–2; prioritize rank-up or transactional notices first.

SDK-powered live UI

To create a CRM segment for SDK-powered live UI, you can follow these steps:

1. Navigate to Segments Library: Start by going to the Segments Library in your CRM. This is where you can view all created segments and manage them.

2. Create a New Segment: Click on the "Create Segment" button located on the upper right-hand corner of the screen to initiate the creation process.

3. Step 1: Details: Enter the necessary details for the segment:

   • Name: Choose a unique and identifiable name for the segment.

   • Description: Add a detailed description to provide context for the segment.

   • Type: Select whether the segment is Static, Dynamic, or based on Players.

     • Static Segments: These segments remain unchanged once created.

     • Dynamic Segments: These segments update automatically based on the criteria set.

     • Players Segments: Created based on a list of player IDs or email addresses.

   • Tags: Optionally include tags for better categorization and filtering.

4. Step 2: Rules: Set the parameters to define who should be included in or excluded from the segment. You can base these rules on various criteria:

   • Transactional Activity: For example, selecting criteria like total deposit amount or last deposit date.

   • Account Activity: Options like last login date or username.

   • Personal Information: Criteria such as age, email, or country.

5. Additional Options: Once the segment is created, you can manage it using options to view, edit, duplicate, or delete it.

6. Advanced Segmentation: If required, you can leverage BigQuery integration for real-time dynamic segmentation to enhance targeting and personalization.

• Segment: Any audience where real-time progress visualization improves conversion (e.g., near mission completion).

• Action: Use Web Client SDK to render custom progress bars, live boosters, shop items; close session after use.