Steps for configuring contact segments.
Contact segmentation in CRM involves categorizing and organizing contacts based on specific criteria such as demographics, behavior, or preferences. This enables businesses to tailor their communication and marketing strategies, providing a more personalized and targeted approach to engage with contacts effectively.
1. Go to the Customers Module.
3. Click on the 'Add' icon located in the top right corner.
4. In the setup section, input the essential details for segmentation, including the name, description, business region, business location for which segmentation should be active, and the date until which the segmentation needs to be active.
Note: A segment can be set for multiple locations, but if you want to use the segment for promotions, only one location should be assigned to it. Promotions can be mapped with segments with only one location.