3.0 Segment

Segments are groups of users (audiences) that you plan to target in your campaigns. You can manage segments under the Segment menu.

A segment can contain multiple users.
A single segment can be reused across multiple campaigns.
Segments help in personalizing campaigns based on the target audience.

You must create the necessary segment(s) before launching a campaign. These segments are assigned during campaign setup.

3.1 Segment Menu Options

Under the Segment dropdown menu, you'll find two submenus:

Segment Listing Page: Displays all created segments and allows you to create, view, edit, or delete a segment.
Unsubscribed Listing Page: Shows users who may have been uploaded but are not yet associated with any segment.

3.2 Create Segments

To create a segment:

Navigate to Segment → Segment Listing Page.
Click the ➕ (plus sign) button to add a new segment.
Select the segment type:
- Static
- Dynamic

A. Creating a Dynamic Segment

- Upon choosing Dynamic Segment, you will be prompted to enter only:

Segment Name* (required)
Segment Description (optional)

- Once filled in, click Save to create the segment.

B. Creating a Static Segment

- Upon choosing Static Segment, the following fields will be displayed:

Segment Name* (required)
Segment Code* (required)
Segment Description (optional)
File Upload Area (CSV format)

📥 At the bottom right of the page, click Download Example CSV File to see the correct format for uploading contacts.
The file will guide you on how to enter phone numbers for WhatsApp broadcasts (e.g., Channel: WhatsApp).

- After reviewing the example file, return to the page and click Choose File on the bottom left to upload your CSV.

- Click Save (top-right corner) to create and save the segment.

- The segment will now appear in the Segment Listing Page.

View the list of contacts associated with the segment under Segment lines in the Edit menu

Note: Email broadcast option is under development.

3.3 Edit a Segment

On the Segment Listing Page, click on the segment you wish to edit.
This will open the Segment Edit screen with three tabs:
- Main: Edit segment name, description, or type.
- Segment Lines: View the list of contacts associated with the segment.
  - For static segments, uploaded contacts from the CSV file will be shown here.
- Campaign: Displays the campaigns that this segment has been linked to.

After verifying your segment details, you can now proceed to the Campaign Menu to create and launch a campaign using this segment.