A segment is a contact list that can be used for some marketing purposes. For instance, for sending bulk emails with Mailer app.
There are two types of segments:
- static
- dynamic
Static segments must be filled with contacts manually—you simply pick individual contacts and add them to a segment.
Dynamic segments are filled automatically—you set up certain rules for a segment and the segment is filled by contacts matching those rules.
How to add a static contact segment
- Click the New segment link.
- Select the Static list mode.
- Enter any name that will help you see what kind of contacts are contained in this segment.
- Select an icon to quickly find this segment among others.
- Select who must have access to the segment—either only you or all CRM users.
- Click the Create button.
- Add contacts to the segment:
- use the search field in the pop-up dialog that will appear right after you have created a new segment,
- use menu item Actions → Add contacts to segment on the segment-viewing page,
- use Add to segments link in the contact profile,
- use the Add to segments action in various contact lists after selecting the desired contacts with check marks.
- use the search field in the pop-up dialog that will appear right after you have created a new segment,
How to add a dynamic contact segment
Method 1
- Click the New segment link.
- Select the Dynamic filter mode.
- Enter any name that will help you see what kind of contacts are contained in this segment.
- Select an icon to quickly find this segment among others.
- Select who must have access to the segment—either only you or all CRM users.
- Click the Create button.
- On the next page, set up contacts selection rules for this segment:
- Click on field names on the left to add more fields to the contact search form.
- Enter or select the desired values in the added fields.
- Click the Change filter conditions button.
Method 2
- Click the Advanced contact search button.
Select contacts selection rules for this segment:
- Click on field names on the left to add more fields to the contact search form.
- Enter or select the desired values in the added fields.
- Click the Find button.
- Click the Save as filter link.
- Enter any name that will help you see what kind of contacts are contained in this segment.
- Select an icon to quickly find this segment among others.
- Select who must have access to the segment—either only you or all CRM users.
- Click the Create button.
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