Jetpack CRM added CRM Segments in v2.86, since then you’ve been able to simply and easily create dynamic groups of contacts in the system with just a few clicks.
Note: If you’d like to use custom fields and more to create segments – check out Advanced Segments for more power!
This guide explains how to create your first CRM segment,
Create your first CRM Segment
Before getting started with the how-to of creating a segment, you need to decide what group of people you want to filter out. This can help figure out the goals you want to achieve with your new segment(s).
Here’re some examples that are a good place to start when thinking about segments:
- I’d like to email the people that attended our last event
- I’d like easy access to our VIP clients
- I need to manage a group of leads I’m working on
- Our regional manager wants to see contacts by postcode
Of course, you may wish to subdivide your pool of contacts for many reasons. They all depend on your business operations and what you’re trying to achieve. It’s good to work in a process-orientated way rather than just jumping straight into the technology.
Once you have a group sketched out, here’s how you go about segmenting those contacts in Jetpack CRM:
Load up the segment editor
You can get to the segment editor by following these steps:
- Go to Jetpack CRM > Segments or Contacts > Segments from the top menu on any Jetpack CRM admin page.
- Click the “Add new segment” button, which will bring you to a page where you can fill in the segment details (see below).
Fill in the Segment details
Taking the idea you started this tutorial with, you’ll now need to choose conditions defining the contacts in your new segment. Here are the steps:
Name the segment
Use descriptive language to name your segment.
Some examples include: “VIP Customers”, “Freelance leads with budgets over $10k”, and “Customers in the postal code XYZ”.
Which conditions you choose here depends on what group you want to achieve. The basic settings for each Condition are: “Type” (e.g. Status), “Operator” (e.g. equals =), and “Value” (e.g. “Lead”).
If you chose the condition “Status Equals Lead”, your segment will include every contact with a ‘Lead’ status.
The power of this setup is that you can add multiple conditions and you can then choose a match type (as described below). This means you can make granular groups which match multiple conditions.
You can add as many more conditions as you like by clicking ‘Add Condition’ and remove a condition by clicking the X on the right of that condition.
In the following example, you can see that we’ve chosen all contacts who have the status of ‘Lead’ who were added Before the date 30/06/2018.
This is a small example of what is possible with multiple conditions.
Choose Match Type
There are two options for “Match Type”: you can either “Match All Conditions” or “Match Any Condition”.
“Match All Conditions” means that the group will contain contacts for which ALL conditions are true. (e.g. in the above example, it has lead status and was added before 30/06/2018.)
“Match any one Condition” means that the group will contain contacts for which ANY conditions are true (this creates a broader segment).
Once you’ve created conditions you like and named the segment, click Preview Segment. You can see a snapshot of how many contacts match this segment (currently) and the first five matches.
You can edit the conditions until this preview matches your original expectations for the segment.
Note: You can also create segments even if there are no contacts within that segment; you’ll just be presented with a ‘no contacts currently’ message, so skip to the next step if this is what you’re doing.
Once you’ve previewed a segment, all you have left to do is hit ‘Save Segment’ at the bottom of the page (you can’t save a segment until you’ve previewed it).
Saving a segment here will save down all you’ve done. You can then click back to the list (at the top of the page) and see your new segment in your Segment List.
From there, you can even ‘View all contacts in this segment’ by clicking View next to the number of contacts in that segment.
To read more about segments, check out our Dynamic Segments CRM Feature page, or explore the functionality yourself in Jetpack CRM.