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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 select 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 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 User segment to which the leads should be added, 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 8.
7. Click Update segment on leads, to add the leads to the selected segment.
8. The selected leads should be added to the chosen segment.
You can repeat the same process to add more leads with different criteria into the same segment or add different leads to another segment.
You can also assign leads to specific agents which will also update the User type segment within the campaign - Read more about how to here.