Segments in LianaAutomation

In the Segments tab, you can create target groups, or customer segments, for your automations. Segments can be used, for example, to trigger an automation: when a contact meets the segment criteria and enters the segment, this can act as a trigger for starting the automation.

1. Segment name
2. Channels – Here, you select the channels whose collected information will be used in the segment. The channels are usually predefined based on the installations configured for the account. If necessary, new channels can be created under Settings → Channels, for example, to process data imported from an external system such as a CRM.
3. Add new segment – Creates a new segment.
4. Folders – You can create and manage folders to organize your segments.
5. Search – Search for segments by name.
6. Action menu – From the menu, you can move the segment to a folder, duplicate or delete the segment, and access the segment settings.