If you’re sending the same video message to everyone, you’ll start sounding like a robot. That’s not why you’re using Bonjoro. This guide is for anyone who wants to use audience segmentation in Bonjoro to send video messages that actually matter to the person receiving them—whether you’re in sales, customer success, or just trying to not annoy your newsletter list.
Below, I’ll walk you through how to segment your audience in Bonjoro, what’s worth your time, and where you can skip the bells and whistles.
Why bother with segmentation in Bonjoro?
Let’s get this straight: segmentation isn’t about complexity for its own sake. It’s about sending the right message to the right person, so you don’t waste your time (or theirs). When you segment well, you:
- Get higher reply and engagement rates
- Avoid the “this feels like spam” reaction
- Make your video messages actually useful
If you’re just blasting the same script to everyone, you’re missing the whole point of using video in the first place.
Step 1: Know what you want to achieve (don’t skip this)
Before clicking anything, decide why you want to segment your audience. Seriously, this step saves you a ton of grunt work later.
Ask yourself: - Am I welcoming new customers? - Following up after a signup? - Re-engaging folks who’ve gone quiet? - Upselling to power users?
You don’t need ten micro-segments unless you have ten different reasons to message people. Start with 2-3 clear groups. If you’re not sure, default to: new, active, and churn-risk.
Pro tip: Don’t overthink it. The more segments you create, the less likely you’ll actually use them.
Step 2: Get your contacts into Bonjoro
You can’t segment what you don’t have. There are a few ways to pull contacts into Bonjoro:
- Manual import: Upload a CSV with your contact details.
- Integrations: Connect Bonjoro to your CRM (like HubSpot, Salesforce), email tool, or Zapier. This is where the magic happens if you want automatic, up-to-date lists.
- API: If you’re technical or have dev help, Bonjoro’s API lets you sync contacts from pretty much anywhere.
What works: Integrations save you a ton of time and keep things current. Manual uploads are fine if your list is small or you just want to test.
What to ignore: Don’t waste time fussing with APIs unless you have a real need and the technical chops. Most folks are fine with built-in integrations.
Step 3: Use tags and custom fields (the real backbone)
Bonjoro uses tags and custom fields to help you sort and filter your audience.
Tags
- Think of tags as quick labels: “new-customer,” “trial,” “VIP,” etc.
- Tags are flexible—add as many as you need, but don’t go nuts.
- You can add tags during import, via integrations, or manually.
Custom Fields
- Custom fields are extra info tied to each contact—things like “Plan Type,” “Last Login,” or “Signup Source.”
- Add these to personalize your segments further.
- Set them up in Bonjoro before import, so your data slots in correctly.
Honest take: Most of the time, tags get you 80% of the way there. Use custom fields if you want to get fancy, or if you already track this stuff in your CRM.
Step 4: Build your audience segments
Here’s where you turn all that data into usable groups.
Option 1: Filter by tags and fields
- In Bonjoro, go to your Contacts or Tasks dashboard.
- Use the filter/search options to select people by tags or specific custom field values.
- E.g., filter for “new-customer” tag and “Plan Type = Pro”
- Save these filters for reuse if you’ll be sending to this group often.
Option 2: Use integrations to trigger segments
- If you’ve hooked up a CRM or email tool, you can set up automations to create Bonjoro tasks for specific segments.
- Example: When someone signs up for a trial → add to Bonjoro with “trial” tag.
- This is where segmentation starts to run itself.
Pro tip: Don’t bother with micro-segments like “opened last email but didn’t click” unless you have thousands of contacts and genuinely different messages for them. Start broad and refine later.
Step 5: Create (and send) targeted video messages
So you’ve got your segments—now what?
- Pick a segment, then record a video message tailored to that group.
- Use merge fields (like first name, company, or custom fields) to personalize your intro.
- “Hey Sarah, saw you just started your trial of Product X…”
- Don’t script it to death. The whole point is to be human, not perfect.
What works: Mention something specific from your segment—like plan type or signup source—to show you’re paying attention.
What to ignore: Don’t try to automate personalization too much. If every video sounds like it’s been stitched together by a robot, people will catch on.
Step 6: Track results and adjust
You won’t nail it on your first try. Watch which segments actually reply, click, or engage.
- Bonjoro gives open and click stats for each message.
- See which segments get the best response.
- Tweak your tags, custom fields, or even drop a segment if it’s not worth the effort.
Honest take: If a segment isn’t getting results, don’t be afraid to combine it with another or cut it completely. Segmentation is supposed to make life easier, not busier.
Pro tips: What to do—and what not to bother with
- Do keep your segment list short and meaningful.
- Do automate where it saves time, but keep the personal touch.
- Don’t chase shiny features unless you have a real use case.
- Don’t feel you need to tag every possible behavior or demographic. Start with what matters most to your goals.
Recap: Keep it simple and iterate
Segmenting your audience in Bonjoro isn’t about showing off how clever you are—it’s about making your video messages land better. Start with a few meaningful groups, get your data organized, and actually use those segments to talk to people like they’re, well, people. Don’t stress about perfection. Just start, see what works, and tweak as you go. You’ll get more replies and build better relationships—without burning yourself out.