Feature Overview
Dividing audience into smaller, defined sub-audiences
Possibility to personalise communication and display varied content to sub-audiences
Introduction
Within Segmentation module, it is possible to split your customers into smaller groups. This allows you to both personalise communication and display varied content to different sub-audiences, even individuals.
Segment list
The overview of all existing segments. You can create a new one by clicking the
button or modify existing ones by clicking
to edit,
to duplicate any segment,
to delete the segment, or
to export data (to CSV or EXCEL).
Creating Segment
Select Segments from the CRM
section
Click the
button
To create your first Segment, fill in the fields as described below.
Settings tab
Basic info
First, fill in the name of your segment. Add a short description (for your reference only). Then, select a segment type (currently, only custom segments are available).
Switch the toggle if you wish to make the segment public. Public segments are visible to members in app/on web and Members can self-register to these “topics”.
Click the Save button to proceed. You will automatically be taken to the "Members tab".
Members tab
Adding members to segments
To add a new member to the segment, click the + ADD MEMBERS button.
A pop up window will appear, where you can easily select members to be added to the segment by clicking the
button. Feel free to use the customers filter located at the top of the pop up window.
Once added, you can check the total number of members added to the segment:
You can add as many members to the segment as you wish.