Creating and working with segments

Create a new Segment

• Navigate to the CRM (1) and select Segments (2).
• You will see a list of all Segments saved in your project.
• To create a new Segment, click the Add New (3) button located in the top-right corner of the page.

Setup the Segment

• Set a name (1) for the segment. When assigning the segment, you will find it by this name.
• Set a description (2) for the segment. This description will only be visible in the list of all segments.
• Click on Save (3) button.
• Public (optional): Switch the toggle PUBLICif you wish to make the segment public. Public segments are visible to members in app/on the web and Members can self-register to these Segments.

Add members

• Once the new segment is created it will automatically open on the Settings Overview tab.
• Open the Members Overview (1) tab and then click on the Add members (2) button in the top right corner to access the list of all members.

• Find the member (3) you want to add to the segment, right-click on them, and select the Add (4) option.
• Once all members are added just close the window with the close (5)button.

Search and Remove a member from Segment

• On the Member Overview tab you can see a list of all members added to your segment and a total number of members (1) in segment.
• You can also use filter (2) function for searching the members.

• To remove a member from the Segment just find the member, right-click on the member name (3) and choose remove (4).