If you’re tired of blasting the same tired emails to everyone and getting nothing back, you’re not alone. Most outreach campaigns flop because the message isn’t matched to the person. That’s where custom segments come in. This guide is for marketers, sales folks, and anyone using Meetvisitors who wants to actually reach the right people with the right message—without wasting hours fiddling around.
Below, I’ll show you how to create custom segments in Meetvisitors, what actually works (and what’s mostly noise), and how to avoid over-complicating things. Let’s get to it.
Why Bother With Custom Segments?
First, let’s be clear: Not every visitor is worth your time. Custom segments let you focus on people who matter—whether that’s high-value prospects, returning customers, or folks who just read your pricing page three times in a row.
With smart segmentation, you can:
- Avoid annoying everyone with generic messages
- Prioritize leads who might actually convert
- Run campaigns that don’t make your team roll their eyes
But don’t go overboard. You don’t need 50 micro-segments. Most teams get more out of a few well-defined groups than a mess of hyper-specific lists.
Step 1: Know What You Want to Achieve
Before you touch a single button, get clear on why you’re segmenting. Here are a few common goals:
- Increase demo bookings (target visitors from certain companies or locations)
- Nurture existing leads (people who visited but didn’t convert)
- Identify churn risks (returning users who stopped engaging)
- Push upgrades (current customers who keep checking premium features)
Write down your goal in one line. If you can’t, you’re not ready.
Pro tip: If you’re just “segmentation for segmentation’s sake,” stop. You’ll waste time and confuse your team.
Step 2: Get Familiar With Meetvisitors’ Data
Meetvisitors tracks a bunch of data on your site visitors. But not all of it’s useful for outreach. Here’s what you’ll actually use most:
- Firmographics: Company name, industry, size
- Behavior: Pages visited, time on site, return visits
- Location: Country, city, region
- Engagement: Clicks on CTAs, downloads, form fills (if you’ve set this up)
Ignore vanity metrics like “average session duration” unless it’s directly tied to your campaign goal.
Heads up: Some data (like company name) is only available if Meetvisitors identifies the visitor’s business IP. If your audience is mostly consumers or remote workers, expect some gaps.
Step 3: Map Out Your Segment Criteria
Now, get specific. Who do you actually want to reach? Some starter segment ideas:
- Hot leads: Visited pricing page + from target industry + spent 2+ minutes on site
- Enterprise prospects: Company size > 500, visited “Solutions” page, located in North America
- Returning visitors: More than 3 sessions, no form fill yet
- Churn risks: Logged-in users who haven’t visited in 30 days
If you can’t describe your segment in one sentence, it’s too fuzzy.
Don’t: Stack up tons of criteria just because you can. Each filter narrows your audience. Too many, and you’ll end up with a segment of one—yourself.
Step 4: Build Your Segment in Meetvisitors
Let’s get practical. Here’s how to actually create a custom segment:
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Log in to Meetvisitors.
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Go to the Segments section.
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Usually, you’ll find this under “Audience” or “Visitors.” If it’s buried, use the search.
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Click “Create Segment” (or similar wording).
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Choose your base filters.
- You’ll see options like company size, industry, location, pages visited, etc.
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Use dropdowns and AND/OR logic to combine filters. (E.g., “Company size > 500” AND “Visited pricing page.”)
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Name your segment.
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Pick something obvious, like “Enterprise Pricing Page Visitors.” You’ll thank yourself later.
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Preview the segment.
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Most tools will show you how many visitors match. If the number is zero or way too high, tweak your filters.
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Save the segment.
Pro tip: Start broad, then tighten your filters. It’s easier to go from “too many” to “just right” than the other way around.
Step 5: Use Your Segment for Targeted Outreach
With your segment saved, you can finally do something useful—actually reach out to the right people.
Typical Outreach Options in Meetvisitors
- Email campaigns: Send targeted emails to people in your segment. (Assuming you have email addresses.)
- On-site messages or popups: Show custom messages to segment members when they visit.
- Export to CRM: Push the segment to your CRM or sales tool for follow-up.
What works:
- On-site messages for high-intent visitors (like those on your pricing or demo page).
- Targeted emails when you have a real reason to reach out (not just “Hey, we saw you visited!”).
What doesn’t:
- Blasting every segment with the same message.
- Over-personalizing (“We saw you visited our site at 2:54pm from Boise!”). That’s just creepy.
Step 6: Test and Refine Your Segments
Nobody gets it perfect on the first try. After you start using a segment:
- Check the results. Are people responding? Is your sales team getting better leads?
- Review segment size. Too big? Too small? Adjust filters.
- Watch for changes. Your best segments might shift as your traffic changes or you launch new campaigns.
Pro tip: Kill off segments that aren’t working. Don’t keep clutter around just because it took you an hour to build.
Common Mistakes to Avoid
Let’s be honest: Most folks trip up on the same stuff.
- Over-segmentation: You don’t need a custom segment for every possible combination. Start simple.
- Chasing perfect data: There will always be gaps or mismatches. Work with what you have.
- Ignoring privacy: Don’t cross the line into creepy. No one likes feeling stalked.
- Forgetting to update: Segments aren’t set-and-forget. Review every month or so.
Pro Tips for Getting More Out of Meetvisitors Segmentation
- Coordinate with sales: Make sure your segments actually help your sales or support teams, not just create busywork.
- Use exclusion filters: Sometimes it’s faster to exclude people you don’t want (e.g., competitors, existing customers).
- Don’t obsess over real-time: Near-real-time is usually good enough for outreach. You don’t need to pounce instantly.
- Document your segments: Add notes about why you built each segment and what you’re testing.
Final Thoughts: Keep It Simple, Iterate Fast
Custom segments in Meetvisitors can seriously boost your outreach—if you keep things grounded. Start with clear goals, use the data that counts, and don’t try to slice your audience into a million pieces. Build a segment, try it out, see what happens, and tweak from there. If you’re not getting better results, change course. It’s about progress, not perfection.
Now go build a segment that actually helps you hit your goals—no more shouting into the void.