Segments
A segment is a saved group of contacts, such as “Opted in, quiet for 90 days”. It’s worked out fresh each time you use it, so it’s always up to date. You use segments to choose who gets a bulk message.
Owners, admins and managers can create and change segments. Segments are part of Pro.
Create a segment
Section titled “Create a segment”- Go to Bulk messages and click See segments, then New segment.
- Give it a Name, and optionally say Who it is for.
- Add conditions to choose who’s in it, for example:
- their consent on a channel: agreed, opted out or not asked
- what they asked about
- how recently you heard from them, or they last wrote
- the tags, sources, locations or inboxes of their threads
- how many leads they’ve sent, and whether they’ve bought
- their details, their contact fields, or the companies they work at
- Watch Contacts who match. The count updates as you go.
- Click Save segment.
Change or delete a segment
Section titled “Change or delete a segment”Open a segment from the Segments page, change its conditions and click Save changes.
To delete one, open its menu. Bulk messages that used it keep their history. Drafts that use it need a new segment before they can be sent.