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Jetpack CRM Extensions
Advanced Segments

Advanced Segments

Contents

Add more segments and functionalities to the native core CRM Segment feature with the Advanced Segments extension.

Advanced Segment added segment

These advanced segments can be created and used, just like normal segments.

Contact Fields

Status
Email
Full Name
Prefix
First Name
Last Name
Home Telephone
Work Telephone
Mobile Telephone
Date Added
Date Last Contacted
Has Tag
Is Not Tagged

Contact Address Fields

Address Line 1
Address Line 2
City
State
Post Code
Country

Quotes

Quote Count
Quote Count (Draft)
Quote Count (Published)
Quote Count (Accepted)
Total Quotes Value
Quote of Value

Invoices

Invoice Count
Invoice Count (Draft)
Invoice Count (Unpaid)
Invoice Count (Paid)
Invoice Count (Overdue)
Invoice Count (Deleted)
Total Invoices Value
Invoice of Value

Transactions

Transaction Count
Transaction Count (Succeeded)
Transaction Count (Completed)
Transaction Count (Failed)
Transaction Count (Refunded)
Transaction Count (Processing)
Transaction Count (Pending)
Transaction Count (Hold)
Transaction Count (Cancelled)
Transaction Count (Deleted)
Total Transactions Value
Total Transactions Value (Successful)
Transaction of Value
Transaction ID
Transaction Name
Transaction Containing String
Transaction dated

Source

Transaction from External Source
Added By External Source

Ownership

Assigned to owner ID

WooSync

WooCommerce Order Count
WooCommerce Customer
Woo Order with Product ID
Woo Order with Product Product Variant ID
Woo Order dated
Woo Order with Status
Woo Order with Tag

Updated on May 23, 2025

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