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  1. How To?!
  2. Manage Automations

Segments

Segment leads and customers based on criteria for targeted marketing

PreviousLeads JourneyNextSequences

Last updated 10 months ago

The Segmentation feature in The String platform allows businesses to organize leads and customers into specific groups based on various criteria such as behavior, demographics, and engagement levels. This enables businesses to create highly targeted marketing campaigns and personalized communication strategies, ensuring that each segment receives relevant and impactful messages.

Manage Automations: Creating and Configuring a New Segment

Here's a step-by-step guide to creating and configuring a new segment in The String platform:

1. Create a New Segment

  • Navigate to the Automation section and select

  • Click on Create New Segment.

2. Enter Segment Details

  • Enter Segment Name: Provide a descriptive name for the segment that reflects its criteria or purpose (e.g., "High-Value Customers", "Warm Leads").

3. Import Data

  • Choose between two options:

    • Import Data:

      • Drop File or Click to Upload: Upload your data file in .csv, .xlsx, or .xls format. Ensure the file size is under 5 MB.

      • After selecting the file, click Upload to import the data.

    • Sync Data:

      • Choose Import Leads to sync existing lead data from your database into the segment.

      • Click Sync and Apply to finalize the data import.

4. Choose Triggers

  • Triggers: Select multiple triggers that will activate actions within this segment.

    • Expected Time to Purchase: Set this trigger to target leads based on their expected purchase timeline.

  • Product: Choose specific products to focus on within this segment. For example:

    • Product 1: Medical Services

    • Product 2: Laptop HP11

    • Product 3: iPhone 15 Pro Max

  • Stage & Status: Define where the leads are in the sales pipeline. For instance:

    • Initial Contact

    • Qualified Lead

    • Negotiation

    • Closed Deal

    • Callback Requested

    • Not Interested

    • Contacted

  • Select the Date: If the trigger is date-based, select the relevant date(s) on the calendar.

  • After configuring the triggers, click Apply to set them up.

5. Finalizing the Segment

  • Review the selected triggers and settings.

  • Click Sync and Apply to save the segment and ensure it operates as intended.

Segments.