Segments

  • Updated

You can create target groups i.e. customer segments to your automations on the Segments tab. Becoming a member of a segment can, therefore, be a trigger for starting an automation chain for this contact. 

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1 The segment's name
2 Here you choose the channels where the information that you want to use in the segment is coming from. Typically the channels have been added according to the installations on the account. Channels can also be imported in Settings on the Channels tab, when importing data from an external system, such as a CRM system.
3 Add a new segment
4 Here you can add folders to segments. 
5 Search field where you can search segments by name.
6 Action menu where you can move a segment to a created folder, duplicate a segment, delete a segment and go to segment settings.

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