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Campaign segmentation
Introduction
The campaign segment option lets you segment leads in any existing campaign within Adversus software. It lets you manually control which leads are dialable within the campaign by pausing or activating segments.
The Segment Builder - how to get started
First, here's a step-by-step guide to the Segment Builder.
1. Go to Settings and choose Campaigns on the sidebar on the left.
2. Choose the campaign you want to build your segments on and click on it.
3. At the top, on the left, you should see the field called Segments.
4. Click on the Segment Builder from the dropdown options.
Types of segmentation
In the Segment Builder, you will be presented with different types of segments. Thus, in this section, we will briefly discuss each type.
Contact data
Contact data segments let you segment each lead based on the criteria you set for each segment. You can assign as many criteria as you want and create as many cases as you like by adding more criteria or using the "OR" option.
You can arrange the priority of segments. This means that if one lead falls under the criteria of several segments, it will be added to the segment you chose as the highest priority.
If the lead does not match any of the segments you created, it will automatically be assigned to "None-segment".
To learn more about setting up Contact data type segments, click here.
Import
As the name indicates, the leads will be segmented based on the imports. Each segment will represent the imported leads. That is probably the easiest segment to work with, as they are predefined by the leads and the imports from which the leads originated.
If you want a new segment to be created automatically every time you import new leads into the campaign, set up that automation in Journeys.
To set up Import segmentation, click on the segment and press Save settings. The segmentation should then be set up and working.
User
The User type of segment lets you create segments on a campaign that are accessible only to specific users. Accordingly, segments are created based on the user they belong to.
Using this type of segmentation helps route leads to specific users manually or through automation set up in Journeys.
To find a more detailed description of how to work with the User segment type, read this article.
If you don't know how to assign users to leads, check this article.
Manual
In the Manual type of segments, you can create segment names in the Segment Builder and add the leads to the segment manually through the Warehouse or automatically by building an automated journey in Journeys.
To find a more detailed description of how to build Manual type segments, refer to this article.
None
If you don't want to use segmentation at all, this type of segment is the right choice for you. All leads will be on one segment, none-segment, available at all times to all agents.
A "None-segment" is also available on User and Manual segments if leads are added without a predefined segment. In the Contact Data segment, leads that don't match any segment criteria will also be assigned to the "None-segment".
To set up None segmentation, click on the segment and press Save settings. The segmentation should then be set up and working.
Remember that only one type of segmentation can be applied to one campaign. If you desire to switch the segment type on the campaign, the previous segmentation used will be deleted.
Once you set up your segments, you can manage them at any time. To find more information on segment management, click here.