How To Create Segments
1. Segments
2. Click on the segments icon to create the segments.
3. Click "on New segment".
4. Enter the logical name which serves the purpose of the segment.
5. You can set the criteria by selecting the appropriate values. Let's explore each.
6. Click here to select the attribute for the criteria.
7. Select the appropriate attribute based on your requirement.
Here’s an explanation of each segment attribute shown in the dropdown:
Country: Filters contacts based on their country of residence.
State: Filters contacts based on the state they belong to.
City: Filters contacts based on the city they are located in.
Label/Tag: Filters contacts based on tags.
Contact Added: Filters contacts based on the date they were added to the system.
Contact Type: Distinguishes between Lead and Customers.
Gender: Filters contacts based on gender (e.g., Male, Female, etc.).
Event: Filters contacts based on events such as Birthday, Wedding Anniversary, Recently active.
Branch: Filters contacts based on the branch they are associated with.
Channel: Filters contacts based on the communication channel they are associated with (e.g., WhatsApp, Email, etc.).
First Name: Filters contacts based on their first name.
Last Name: Filters contacts based on their last name.
Email: Filters contacts using their email addresses.
Mobile Number: Filters contacts based on their phone or mobile numbers.
Profession: Filters contacts based on their profession or occupation.
Language: Filters contacts based on their preferred language of communication.
Annual Income: Filters contacts based on their income range or bracket.
Ethnicity: Filters contacts based on their ethnicity or cultural background.
Religion: Filters contacts based on their religious affiliation.
Page View: Filters contacts based on specific web pages they have visited.
8. Click here to select the condition.
9. Operators
10. Select this option to assign a value to the chosen attribute.
11. Select the appropriate attribute value based on your requirement.
12. Our criteria specify that the "City must be equal to Mumbai".
13. Click on "Add another condition" to add another criteria.
14. undefined
15. AND Operator
16. OR Operator
17. Click on "Create segment" after entering the details.
18. You will get this notification after successfully creating the segment.
19. The segment has been created.
20. Click on "Segments info" to view all the information about the segment created.
21. This displays the criteria applied when creating the segment.
22. Click on "Edit" to edit the segment.
23. Click on "Contacts" to view the list of contacts that meet the criteria defined for the segment.
24. Click here to exclude the contact from this segment.
25. Click on "Remove".
26. Overview
27. Total contacts
28. Total active
29. Total inactive
30. Excluded contacts
31. Channel availability
