Segments
17 min
Segments in the Contactsο»Ώ module of Sanoflow allow users to group and organize their contacts based on static criteria (manually curated) or dynamic rules (based on real-time updates). These segments are essential for targeted communication, campaign personalization, and managing large contact lists effectively.
Getting Here
Using this feature requires Admin, or Manager access, and Users with permissions to preview this section.
Steps to Access:
- Locate the Segments section on the left-hand side of the page
Static Segments
What Are Static Segments?
Static segments are fixed groups of contacts manually created and managed by the user. Once a contact is added, it remains in the segment unless removed manually. They are ideal for lists that don't change often, such as VIP clients or attendees of a specific event.
Getting Started
- Creating a Static Segment:
- Use checkboxes to select contacts from the contact list.
- Assign them to the segment using the "Add to Segment" option.
- Choose from New/Existing Segments options, to create a new segment or add contacts to existing segment.
ο»Ώ
2. Deleting a Segment:
- Click the three-dot menu (...) next to a segment.
- Select Delete and confirm.
ο»Ώ
Key Features
- Manually curated lists.
- Suitable for stable contact groups.
- Not automatically updated.
Dynamic Segments
What Are Dynamic Segments?
Dynamic segments update automatically based on pre-set rules and conditions. They are ideal for scenarios like tracking contacts based on their last interaction, campaign tags, or service preferences.
Getting Started
- Creating a Segment & Setting Rules:
- Define filters like:
- Last interaction time (e.g., within the last 30 days).
- Tags (e.g., "botox" or "dental").
- Services or custom fields.
- Save the filter by clicking on "Create Segment" at the top, and it will populate automatically.
ο»Ώ
- Editing a Segment:
- To change the Name of the filter:
- Click the three-dot menu (...) next to the segment.
- Select Edit to modify the name.
ο»Ώ
- To change the segment details:
- Open the segment.
- Change the rules/criteria of the segment.
ο»Ώ
- Deleting a Segment:
- Use the same menu from the three dots and select Delete.
Key Features
- Automatically updates based on rules.
- Ideal for dynamic and real-time lists.
- Saves time by removing the need for manual updates.
Using Segments
- Filter Contacts:
- Use segments to filter and view specific groups in the contact list.
- Targeted Campaigns:
- Analysis and Reporting:
- Use dynamic segments to monitor customer behaviors like "Last interacted > 30 days."
Practical Use Cases
- Static Segments:
- Grouping clients for VIP invitations or loyalty programs.
- Storing customer lists from a past webinar.
- Dynamic Segments:
- Tracking clients who havenβt interacted in the last 30 days.
- Auto-updating lists based on tags or labels added to them.
Best Practices
- Use Static Segments for fixed, unchanging lists to avoid unnecessary management.
- Opt for Dynamic Segments for real-time tracking or when you need lists that evolve automatically.
- Keep segment names descriptive to avoid confusion (e.g., "Botox Static" vs. "Last Interacted > 30 Days").
- Periodically review your segments for relevance.
ο»Ώ
ο»ΏFAQsο»Ώ
- What is the difference between Static and Dynamic Segments?
- Static Segments are fixed lists manually curated by users. Dynamic Segments update automatically based on predefined filters like tags or interaction history.
- Can a contact exist in both Static and Dynamic Segments?
- Yes, contacts can belong to multiple segments simultaneously, regardless of type.
- Why can't I see or manage Segments?
- Segment visibility and editing are permission-based. Only Admins, Managers, or users with access rights can create or manage segments.
- Can I rename a Segment after it's created?
- Yes. Click the "..." next to the segment name and choose βEditβ to change the segment name (for Dynamic segments only).
- Do Dynamic Segments update in real-time?
- Yes, once the filter is applied and saved, the segment updates automatically whenever new contacts match the criteria.
- Can I manually add contacts to a Dynamic Segment?
- No. Dynamic Segments are rule-based. Manual additions apply only to Static Segments.
- Why isnβt my new segment saving?
- Ensure your segment name is unique. Duplicate names or missing filter rules can prevent segment creation.
- How do I remove a contact from a Static Segment?
- Youβll need to deselect the contact from the segment manually using the contact list and remove them from the segment.
- Are Segments available for use in Campaigns or Flows?
- Yes, both Static and Dynamic Segments can be used for sending targeted messages and triggering automated workflows.
- Will segment filters override the global contact filters?
- No. Segment filters work independently, but you can apply additional filters inside a selected segment for more specific queries.