Managing Segments

You create segments to select a group of contacts according to specific criteria. For example, a segment could be the industry that the contacts belong to or your business relationship with the contacts. You can create a segment to select the contacts you want to target with a campaign.

There are two main tasks in creating a segment:

  • Enter general information about the segment. Before you can select the contacts within the segment, you must first create the segment.
  • Select the contacts to be included within the segment.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Create segments which allow you to select a group of contacts. For example, direct mail. How to: Create Segments
Manage the contacts that are assigned to segments. How to: Add Contacts to Segments
Learn about using interactions and segments, including logging. Managing Interaction and Segments

See Also

Managing Sales Opportunities
Managing Contacts
Working with Dynamics 365