Mend-Orshikh /MJ/ Amartaivan9 Nov 2021

INTRODUCTION

By creating segments, you can collect and deliver customer information through emails, text messages, or e-mail messengers. You can send more emails to more users through creating segments.. By completing this process allows targeted marketing.

How to segment your contacts

Click on ‘Segments’ found in the General Settings.
On the left side of the segment menu, you can view specific segments that are connected to the following.
1. Customer segments: This segment is dedicated to customers.
2. Lead segments: This segment is dedicated to prospective customers.
3. Visitor: This segment is dedicated to website visitors.
4. Company: This segment is dedicated to partner companies.
5. Sales Pipeline: You can create deal segments within sales pipelines.
6. Task: You can create task segments within task boards.
7. Ticket: You can create ticket segments within ticket boards.
To create a new segment, click on New Segment and fill in the following.
1. Name of the segment
2. Sub segment:
  1. In order to make this segment a sub segment you will need to create a parent segment first. If you wish to make this the parent segment, leave the sub segment area blank. Once the parent segment is made, you can make sub segments within it.
3. Description
4. Color
5. Add Properties
6. Add events