Segments
Segments are groups of contacts that you can use for targeted campaigns. Organize your contacts by criteria like lead source, geography, or customer type.Accessing Segments
Navigate to CRM → Segments to view all your contact segments.Segments Overview
The segments page displays:| Column | Description |
|---|---|
| Name | Segment identifier |
| Description | Optional description |
| Contacts | Number of contacts in segment |
| Created | When the segment was created |
| Actions | View, Edit, Delete options |
Creating a Segment
Enter Details
- Segment Name - Required, identifies the segment
- Description - Optional, explain the segment’s purpose
Segment Properties
| Property | Description |
|---|---|
| Name | Unique identifier for the segment |
| Description | Explains what contacts are in this segment |
| Contact Count | Number of contacts (updated automatically) |
| Created Time | When the segment was first created |
Managing Segments
Viewing Contacts
- Click View on any segment row
- Opens the segment detail view
- See all contacts within the segment
- Search and filter contacts
Editing a Segment
- Click the Edit (pencil) icon
- Modify name or description
- Click Save Changes
Editing a segment’s name or description doesn’t affect the contacts within it.
Deleting a Segment
- Click the Delete (trash) icon
- Confirm the deletion
- Contacts are NOT deleted, only removed from the segment
Searching Segments
Use the search bar to find segments:- Search by segment name
- Search by description
- Results filter in real-time
Sorting Segments
Click column headers to sort:| Column | Sort Options |
|---|---|
| Name | A-Z, Z-A |
| Created | Newest first, Oldest first |
Admin Features
For admin users:Company Filter
- A company filter appears at the top
- Search for companies
- Select a company to view their segments
- “All Companies” shows segments across all
Cross-Company Access
Admins can:- View segments from any company
- Create segments for specific companies
- Manage campaigns across accounts
Using Segments
In Campaigns
Segments are used to target campaigns:- Create a campaign
- Select a segment as the target audience
- All contacts in that segment receive calls
Segment Size
For optimal campaign performance:| Size | Recommendation |
|---|---|
| < 100 | Good for testing |
| 100-1,000 | Standard campaign size |
| 1,000-10,000 | Large campaign, monitor closely |
| > 10,000 | Split into multiple campaigns |
Segment Strategies
By Source
Group contacts by how they were acquired (web form, import, API).
By Region
Organize by geography for localized campaigns.
By Status
Separate qualified leads from cold contacts.
By Date
Group by import date for time-based follow-ups.
Best Practices
- Descriptive Names - Use clear names like “January 2024 Webinar Signups”
- Add Descriptions - Document criteria for future reference
- Regular Cleanup - Archive or delete old segments
- Size Monitoring - Keep segment sizes manageable for campaigns
Integration with Imports
When importing contacts:- Specify a segment name during import
- All contacts are added to that segment
- Or select an existing segment to append to