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. | Create Segments |
| Manage the contacts that are assigned to segments. | Add Contacts to Segments |
| Learn about using interactions for segments, including logging. | Managing Interactions for Segments |
See also
Managing Sales Opportunities
Managing Contacts
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