How to Create a Segment
Segments are customized lists of targeted contacts, extracted from your accounts and contacts using specific criteria from info fields in GleanView. Segments are specifically used for Automated and Regular Campaigns, however the Query Builder and Conditions are exactly the same for Reporting and Sequence Segmentation.
Create a Segment:
- Click New Segment
Once selected you will now have to state the target and the conditions of the Segment (using the Query Builder)
The Query Builder allows multiple conditions that can be And/Or as well as multiple groups that can be And/Or, creating a limitless filter to target exactly what you need based on any data stored within your GleanView Database.
Using the dropdowns, you can filter the exact contacts who will be selected for this Segment.
Click the ‘Preview’ button at any time to see who is included in this segment based on your filters.
Once you have completed your segment, select Save & Exit.
This Sample Segment will be targeting your existing customers by clicking Accounts,Stage,Equals,Customer – AND – Accounts, Assigned To, Equals, Mary Smith
The fastest way to filter conditions for any segment, report, or even list view is to use Tags
(See more here)
Tip – In order to see all of your marketing emails, make sure you set up a ‘dummy’ account and contact using an email address you have access to. Include that Account/Contact in EVERY Segment