How do I Create Segments in Contacts App?

Updated on May 11, 2020 04:41AM by Admin

Segments allow you to classify your contacts based on how you view your market.

Steps to Create Segments

  • Log in and navigate to the Contacts App. Click on the More icon and select "Settings" at the app header bar.
  • Select the Contacts dropdown and go to Markets & Segments from the left navigation panel.
Settings Page

  • Click on the “Add Segment” button to create a new segment and specify:

Name - Name of the segment.

Add Segment

  • Click on the “Create” button to complete. By default, the created segment is in enabled mode.
Segment Added

  • This segment will be available while creating a new contact or editing an existing contact in the Contacts App of Apptivo.
Create Contacts Page
  • On selecting a Market, the corresponding Segments will come into view.

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