Create a segment

A segment is a group of contacts you put together yourself: the audience for your campaigns and, if you want, a group with its own price list.

Before you start

You need

• Contacts in your CRM (created by hand, imported, or born from your conversations).

Steps

1. Open Segments. It’s in the Catalog group of the menu, next to Catalog and Price lists.

2. Create the segment. Give it a Name; optionally a description, tags (VIP, Prospect, Active customer…) and a Price list for the whole group. Press Save.

3. Add the contacts. Enter the segment and use the search box to add them one by one — or go to Contacts, select several and use Move to segment… to add them in bulk.

Per-group pricing

If the segment has a price list, its contacts get quoted with those prices (a contact’s or their company’s own list, if any, wins over the segment’s).

Result

Note

The group is ready to use as a campaign audience and to quote with its prices. You manage the members: add or remove anytime.

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