Requires administrator right of the following permission:
Campaign segmentation
How to build Manual segments
1. In the right sidebar, click on Settings and select Campaigns.
2. Click on the campaign you want to segment.
3. At the top of the screen, click on the Segments field, and select the Segment Builder option from the dropdown options.
4. Select the Manual segment type.
5. Add the names of the segments you want to create.
6. Click on Save segments to apply the segment type.
How to add leads to the Manual segments
1. Follow the steps 1 and 2 from the previous section.
4. At the top of the screen. click on the Segments field and select the Manage segments option from the dropdown options.
5. Click on the segment you want to add the leads to.
6. On the right side, apply the filters/criteria you want to add to the given segment. (F.x. Status= success, to add all the leads saved as success)
7. To add the leads to the segment, click on Actions.
8. From the dropdown options, select Update segment action
9. Select the segment the leads should be added to, you can either select leads by ticking it on the left-hand side of the screen or by typing the number of the leads to be affected. If you want to add all the leads under the criteria, go straight to Step 11.
10. Click Update Segment on leads to add the selected leads.
11. The selected leads should now be added to the requested segment.
You can repeat the same process with other leads, adding them to the same or other segments. It can also be done through the warehouse (Warehouse -> Leads and follow steps 6-11 from above)