Using Segments
How to use your pre-built segments within Gleantap
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How to use your pre-built segments within Gleantap
Last updated
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Once you have finished creating your segments, what comes next? There are a variety of different ways to use your segments once they are created, which we will explore below.
The most obvious use case for segments is when setting up Email and SMS campaigns.
On step 3 of an Email campaign you will see all of your segments available for you to choose from. You can select multiple from this screen, as well as exclude other segments you want to avoid.
On step 2 of an SMS campaign you will see all of your segments available for you to choose from. You can select multiple from this screen, as well as exclude other segments you want to avoid.
For Ongoing campaigns, make sure the segments you are selecting have been set up as Dynamic segments to make sure they work properly.
Flows, like campaigns, are triggered by Dynamic Segments. When setting up your Flow, you will see your segments listed and can choose from the list to activate the Flow.
You can also use Segments on the third step of a Flow to 'unenroll' from a Flow as well.
Sales Automations are another area where you can use Segments to help run your account. When creating a new automation, one of the options for the Trigger is 'added to a segment,' which means that anyone in a segment or later added to a Dynamic Segment will trigger the automation.
The last way to use Segments in your account is through the inbox. Each segment you make is automatically added as a Group you can text through the inbox.
You can also filter by segment to see responses from a certain group of users. In the Inbox, click on this button to open your filters.
Then you can select from Choose Segment to see responses from only the people in the segment.
