How to Add and Manage Contact Segments

Contact Segments allow you to group contacts based on specific filters and criteria, making it easier to organize and target them effectively. This guide covers how to add, edit, and delete segments.

Requirements:

• An active ClickFunnels account

Adding a New Contact Segment

1. Go to Customers > Contacts in the left-hand menu.

2. Click Segments to open the segments page.

3. Click the Add Segment button at the top-right corner.

4. In the New Segment Details window:

   1. Enter a Name for the segment.

   2. Click Create a Filter to set your segment criteria.

      1. Use options like Contact Attributes, Contact Activity, products, Broadcasts, or Custom.

      2. Combine multiple filters using AND or OR logic as needed.

5. Once the filters are set, click Create Segment to save.

Managing Contact Segments

Edit a Segment:

1. On the Segments page, locate the segment you want to update.

2. Click the gear (⚙) icon next to the segment name.

3. Modify the Name or adjust the filter settings.

4. Click Update Segment to save your changes.

Delete a Segment:

1. On the Segments page, find the segment you want to remove.

2. Click the trash icon next to the segment name.

3. Confirm the action by selecting Proceed in the pop-up.