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 getting here 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 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 2\ deleting a segment click the three dot menu ( ) next to a segment select delete and confirm 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 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 2\ to change the segment details open the segment click on the filter button at the top corner change the rules/criteria of the segment 3\ 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 send messages via whatsapp broadcasts to specific segments 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 haven’t 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 faqs 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 “edit” 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 isn’t 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? you’ll 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