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. These tasks are listed in the order in which they are generally performed.

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 Financials