Advanced Segmentation

Segments allow you to group contacts based on shared criteria, making it easier to send targeted emails and invitations.

Creating a Segment

1. Go to Segments Navigate to CRM > Segments.

2. Create New Click + Create Segment.

3. Define Rules Choose your criteria. For example:

   • Tag is "VIP"
   • Total Invested is greater than $50,000
   • Location is "New York"

4. Preview & Save The system will show you the Contact Count (e.g., "15 contacts match these rules"). Give your segment a name (e.g., "NYC VIPs") and click Save.

Static vs. Dynamic

• Dynamic (Filter-based): Automatically updates. If a new contact meets the criteria (e.g., moves to NYC), they are added instantly.
• Static (Manual): You manually select who belongs in the group. Great for one-off lists like "Event Attendees".