Creating Segments

You can create segments in order to select a group of contacts, for example, if you want to create an interaction involving several contacts, such as direct mail.

To Create Segments:

  1. Open the Segment window.

  2. Press F3 to enter a new segment.

  3. In the No. field, enter a number for the segment.

    Alternatively, if you have set up number series for segments in the Relationship Management Setup window, you can press Enter to have the program enter the next available segment number.

  4. In the Description field, enter the description for the segment.

  5. Fill in the other fields on the header. For Help about a specific field, click the field and press F1.

  6. Click the first line to add a contact to the segment.

  7. Fill in the fields on the line.

Repeat steps 6 and 7 to manually add as many contacts as you want.

You can also add several contacts simultaneously, based on specific criteria.

After you have selected all the contacts to be included in your segments, you may want to save the segmentation criteria. You can then reuse these criteria to create new segments.

Related Topics

Creating Segments by Reusing Logged Segments

Reducing Segments

Refining Segments

Creating Campaigns