Segments are categorized lists of contacts that can be used for targeted marketing campaigns in automation builder. Users can filter leads and customers into different groups based on specific criteria.
Upon accessing Marketing > Segments, users see the Segments dashboard with a summary of total segments and a table displaying segment details.
Add New Segment – Opens a form to create a new segment.
View Options – Users can switch between List, Chart, and Kanban views.
Filter Button – Allows users to filter segments based on custom criteria.
Entries Per Page Selector – Users can choose to display 10, 25, 50, 100, or all items.
Search Bar – Quickly locate specific segments.
Sorting by Columns – Clicking on column headers arranges items in ascending or descending order.
Export Button – Exports the segment list in a preferred format.
By default, segments are shown in a tabular format with the following columns:
Name – The segment's title.
Filter Type – The criteria used to filter contacts.
Total Contacts – The number of contacts in the segment.
Category – The segment’s classification.
Published – Indicates whether the segment is live.
