Contacts

How to Create and Manage Segments in Firstsales.io

12min

Overview

Segments in Firstsales.io help you organize and filter your contacts based on specific conditions. This guide will walk you through creating and managing segments effectively.

Creating a New Segment

Step 1: Access Segments

  1. Navigate to the "Segments" tab from the top navigation menu
  2. If you have no segments, you'll see a "There are no segments yet" message
  3. Click either the "Create Segment" button or "Create Segments" in the top right corner

Step 2: Name Your Segment

  1. In the "Create New Segment" popup:
    • Enter a Segment Name
    • Click "Create segment" to proceed
    • Or click "Cancel" to abort

Step 3: Configure Segment Conditions

Basic Conditions

From the "Select Condition" dropdown, choose from:

  • Created before
  • Created after
  • In list
  • In segment
  • Tags

Date and Time Settings

When using date-based conditions:

  1. Select a date using the calendar picker
  2. Choose the time
  3. Select AM/PM
  4. Use "Clear" to reset or "Today" for current date

Multiple Conditions

  • Use "AND" to add conditions that must all be true
  • Use "OR" to add alternative conditions
  • Click the "×" icon to remove any condition

Step 4: Filter and Save

  1. Click "Filter segment" to apply your conditions
  2. Review the filtered contacts list showing:
    • Email addresses
    • Status (Active, Unsubscribed)
    • Total number of contacts

Step 5: Finalize Segment

  1. Click "Save Segment" to store your segment
  2. You'll see a confirmation message when successful
  3. Use "Delete" to remove the segment if needed

Managing Segments

Available Actions

Each segment shows:

  1. Segment Name
  2. Created At timestamp
  3. Action buttons:
    • View (eye icon)
    • Edit (pencil icon)
    • Delete (trash bin icon)

Best Practices

  1. Use clear, descriptive names for segments
  2. Review filtered results before saving
  3. Combine conditions thoughtfully using AND/OR operators
  4. Regular review and update of segments

Troubleshooting

  • If no contacts appear, check your condition settings
  • Ensure dates are correctly formatted
  • Verify your AND/OR logic is set up properly
  • Use "Go Back" to return to the main segments view

For additional support, use the "Support" option in the left sidebar menu.

Updated 01 Dec 2024
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