Managing Segments

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Managing Segments

Once segments are created, you can manage them through various actions and settings.

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Viewing Segments

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Segment List

The segments page displays all segments showing:

• Segment name and description
• Member count
• Active/Inactive status
• Rules summary
• Color indicator
• Actions menu

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Segment Details

Expand a segment to view:

• Full rule list
• Member list
• Member details
• Segment statistics

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Editing Segments

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Modify Segment

Edit segment configuration:

1. Click “Edit” on a segment
2. Update name, description, or color
3. Add, remove, or modify rules
4. Save changes
5. Segment refreshes automatically

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Update Rules

Modify segment rules:

• Add new rules
• Remove existing rules
• Change rule values
• Update operators
• Reorder rules (if applicable)

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Change Status

Activate or deactivate segments:

• Toggle Active/Inactive status
• Inactive segments preserve members
• Reactivate to resume updates

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Refreshing Segments

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Manual Refresh

Refresh segment membership:

1. Click “Refresh” button
2. Segment recalculates membership
3. Updates member count
4. Applies latest rules

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Automatic Refresh

Segments automatically refresh:

• When lead data changes
• Periodically in background
• After rule changes
• On demand

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Viewing Members

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Expand Segment

View segment members:

1. Click expand arrow on segment
2. Member list appears
3. Shows all leads in segment
4. Can search and filter members

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Member Information

For each member, see:

• Contact information
• Custom field values
• Why they match segment
• Campaign participation

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Deleting Segments

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Remove Segment

Delete a segment:

1. Click “Delete” on segment
2. Confirm deletion
3. Segment is permanently removed
4. Leads are not deleted

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Organization View

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My Segments

View only segments you created. Default view.

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All Organization Segments

View segments from all organization members:

• Available to admins and owners
• See all organization segments
• Filter by creator
• Note: Editing depends on ownership

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Best Practices

1. Regular Refresh: Refresh segments after data changes
2. Monitor Size: Watch segment size for performance
3. Update Rules: Keep rules current with needs
4. Test Changes: Verify rule changes work correctly
5. Document Purpose: Use descriptions to explain segments

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Troubleshooting

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Segment Not Updating

If segment doesn’t update:

1. Check segment is active
2. Verify rules are correct
3. Manually refresh segment
4. Check lead data matches rules

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Wrong Members

If segment has wrong members:

1. Review rules carefully
2. Check rule values
3. Verify operators
4. Test with single rule
5. Refresh segment

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Performance Issues

If segment is slow:

1. Check segment size
2. Review rule complexity
3. Consider splitting into multiple segments
4. Optimize rules
5. Contact support if needed