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Documentation Index

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Segments module provides a comprehensive view of different customer segments created based on various filters. Segments module allows efficient management and customization of communication strategies for different customer groups.

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⚙️ Create a segment

  1. Navigate to Communications > Segments in the left side-panel.
  2. You will arrive at Segments page.
  3. Click on the CREATE NEW SEGMENT button.
  4. In the Add New Segment page, add the following details:
    • Segment name: any user-defined string that describes the segment.
    • Add filters to create a segment: major filters types available are as follows:
    FilterSub-filters
    CustomerCustomer Name Customer Email Custom Data Connector Name\ Default Payment Method Default Payment Method Status Customer Country
    InvoiceStatus Due date exceeded by(days) Created after
    Payment methodType Status Connector Is default
    ConnectorName Connection
    Monitor
  5. Click on the CREATE SEGMENT button to save the segment.

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📚 Filters explained

A filter is used to create a segment of customers. A filter can be as simple as shown below.
You can add multiple filters of the same type, as shown below.
You can also combine filters of different types to create a complex segment, as shown below.

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⚙️ Edit a segment

  1. Navigate to Communications > Segments in the left side-panel.
  2. You will arrive at Segments page.
  3. Click on the segment you would like to edit. Alternatively, you can use the kebab menu located at the end of the row containing the segment.
  4. Make the necessary edits.
  5. Click on the SAVE button.

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⚙️ Use a segment

  1. Navigate to Communications > Configurations in the left side-panel.
  2. You will arrive at Configurations page.
  3. Click on the + ADD COMMUNICATION button.
  4. On the Add New Messaging page, add the following details:
    • Communication name: any string that describes the message.
    • Segment: click on the drop-down menu to select the segment of customers.
    • Event type: choose between email invoice and email payment reminder.
    • Trigger type: choose between automatic and manual.
    • Alert or communication type: choose between email alert and webhook.