Segments
Segments in the Contacts 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.
Using this feature requires Admin, or Manager access, and Users with permissions to preview this section.
Steps to Access:
- Navigate to the Contacts section on the left-hand menu.
- Locate the Segments section on the left-hand side of the page
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.
- 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.
- Deleting a Segment:
- Click the three-dot menu (...) next to a segment.
- Select Delete and confirm.
- Manually curated lists.
- Suitable for stable contact groups.
- Not automatically updated.
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.
- 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.
- 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.
- To change the segment details:
- Open the segment.
- Click on the Filter button at the top corner.
- Change the rules/criteria of the segment.
- Deleting a Segment:
- Use the same menu from the three dots and select Delete.
- Automatically updates based on rules.
- Ideal for dynamic and real-time lists.
- Saves time by removing the need for manual updates.
- Filter Contacts:
- Use segments to filter and view specific groups in the contact list.
- Targeted Campaigns:
- Send messages via WhatsApp broadcasts to specific segments.
- Analysis and Reporting:
- Use dynamic segments to monitor customer behaviors like "Last interacted > 30 days."
- 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.
- 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.
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- Can I convert a Static Segment into a Dynamic one?
- No, static and dynamic segments are managed independently.
- How many segments can I create?
- There is no hard limit, but too many segments may clutter the interface.
- Will deleting a segment delete the contacts within it?
- No, deleting a segment will not delete the contacts, only the grouping.
- I accidentally deleted a segment. What do I do?
- Static segments must be recreated manually, but dynamic segments can be set up again using the same rules.
- I am unable to add contacts to my Static Segment, What's the solution?
- Ensure you have the necessary permissions to edit contacts or the segment.
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