Step 3: Segment Your Client Groups

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By Brian Devlin

updated 8 months ago

To segment clients into specific categories:

1. Click the box next to the clients you wish to move & then select Bulk Action.




2. Click Contacts then scroll over to click Switch Tabs.



3. Click the Tabs drop-down menu. Select the category you wish to assign those clients to. For the purpose of this tutorial, we segmented the clients as Lost.





4. Continuing with this example, the "lost" clients will now be found by clicking Leads, then selecting Lost.  





5. The segmented clients can now be targeted with specific emails, promotions, etc. based on the category they fall under. Segmentation removes the tedium of managing a high-volume business by customizing communication and appealing to sub-groups (on a large scale). 


It is important to review your entire list, ensuring each client is correctly segmented. Taking the time now will save you hours in the end!

























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