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Campaign segmentation (user-specific)
How to build User type segments
1. From the left sidebar, select Settings and, from the dropdown options, 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 Segment Builder from the dropdown options.
4. Select the User segment type and click on Save segments.
5. The User type segments have now been created.
How to add leads to the User type segments
1. From the left sidebar, select Warehouse and Leads.
2. On the right side, add Campaign criteria, selecting the campaign you built the user segments for.
3. Apply all the other filters/criteria you want to apply to the leads in this segment.
4. Once you have added all the criteria, click on the Actions field at the top of the right sidebar.
5. From the dropdown options, select Update segment.
6. Select the Agent/user to which the leads should be added. You can select leads by ticking them on the left-hand side of the screen or by typing the number of leads to be affected. To add all leads at once, just click Update segment on leads.
7. Click Update segment on leads to add the selected leads to the selected Agent/user.
You can repeat the process to add more leads with different criteria to the same segment, or add different leads to another segment.
You can also assign callbacks to specific agents, which will also affect the User type segmentation within the campaign. Read more about how to do this here.