The Segments screen is used to classify and sort customer information into groups according to given conditions
The data at this screen will be used for the Campaigns screen
- Step 1: Select the Segment menu screen -> Select the Add function
- Step 2: The system will display the Segment screen -> Proceed to enter the necessary values
* Explanation:
o
Details tab: used to enter basic information of the segment
·
The Name field is used to enter the name of the Segment
·
The category field is used to select the category for the
Segment. Segment data will be aggregated by ctegory off the list screen.
Category data is taken from the Category screen
·
If the Published field is selected, the generated Segment
will be used in the Campaign screen
o
Filters tab: used to enter filter conditions of the segment.
The system will get the list of contacts in Lead to filter by condition. When
running the campaign, the system will get the list of filtered leads and the
list of Leads in the Segment to run the campaign.
- Step 1: Select the Segments screen -> Select the View function corresponding
to the data to see detailed information
- Step 2: The system will display a screen containing the information of the corresponding Segment
* Explanation:
o Statistics tab screen
·
The Total number of
leads field will show the total number of current leads in the respective
segment
·
The Number of active
campaigns field will display the total number of active campaigns that have the
corresponding Segment selected and are still valid (based on the start date and
end date in the campaign)
·
The Number of campaigns
participated field will display the total number of participated campaigns that
have selected the corresponding Segment and have passed the validity period
(based on the start date and end date of the campaign).
·
The Leads in time chart
will show an overview of the number of leads added and removed by date of the
respective segment when running the Campaign. * Note:
when running the campaign to select Change segment, if 2 segments are not of
the same category, the lead will be added to the new segment and the
information in the old segment will still be preserved, but if 2 segments have
the same category, the lead will be transferred all information to
·
The Segment Statis by
campaign chart will show the number of Segments belonging to the corresponding
Campaign (this field data is based on the Campaign campaign with the
corresponding Segment selected).
o The Leads tab screen will display a list of the remaining
leads currently in the respective Sgment
3. Edit Segment
- Step 1: Select the Segments screen -> Select the Edit function corresponding
to the data line to edit detailed information
Select menu Segments -> Select the corresponding line you want to delete -> Select Delete function
