erxes plugin
Segments
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Made by Erxes

Set up any segment you can think of and target them with our Segments plugin. Integrate it with the Contacts and Engage plugins to engage your contacts in ways that are meaningful to them.

$5per month
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DESCRIPTION

Build your own segments and target them with our Segments plugin. Set up any segment you can think of, and then use it to engage your community in ways that are meaningful to them. Our plugin works seamlessly with the Contacts and Engage plugins, allowing you to easily create a custom experience for each of your contacts based on their interests or attributes.

 

BENEFITS

The Segments feature helps you to filter, target, and engage a certain group of contacts. The Segments are used in the Contacts and Engage features. Custom Properties are also useful when you create your segments.

Reduce Processes

Automate repetitive tasks and reduce manual processes and errors

Create workflows

Create consistent processes and stick to project workflows

Craft experience

Increase performance speed and craft a better customer experience

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HOW TO SET UP

The Segments feature is available at erxes marketplace for all users when you get started with erxes. It comes with Segments feature for free as it’s one of the core features erxes provides.

⚙️ Self-hosted client, please go to the plugin installation documentation to install Segments feature after installing the erxes XOS.

‍💻 SaaS clients, when you sign-up for erxes Segments feature will be there already, so just go along with this guideline to get started with this plugin

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PLUGIN TUTORIAL

How segments work

  1. After you create the segment you need, filter it from the segment creation menu
  2. Most erxes users use it to count and send emails to their customers.

Step one. Create segments

The Segments feature can be found in the settings section on the bottom left side of the screen. By selecting the Segments tab, you will be able to access to Segments feature.

Step two. Choose segments type

The Customer type is selected as an example

Step three. Once you've selected your type, click + New Segment in the upper right corner

Step four. Give the segments a title

Step five. When creating a customer-related segment, select either Lead or Customer.

In the General section, you can do all the filtering for what type of segment you want to get.

Step six. Enter the states in which the filter will work and click the Apply Filter button.

  1. Equals - Filter in case of equal value
    Example: When the Contact user type is Customer, etc.
  2. Contains - Filter if it contains any text value
    Example: If the user's phone number contains the number 9911, etc
  3. Is Set - Filter as long as it has any value
    Usually, as long as the field is filled in, it will be used a lot in filtering.

Step seven. If you want to add additional segment, click + Add Property.

Step eight. Additional filters can be viewed with the following two options

  • Or - If one of the 2 filters is obtained, the number of filtering users tends to increase
  • And - Filtering the field containing both filters, the number of filtered data tends to be reduced

Step nine. After that, click Show Count to see the count, then click Save.

Step ten. Check the newly created segments

  1. Enter the created menu
  2. Click on the segment you created to make sure it is filtering correctly

In this case, users with email addresses are correctly filtered.

Now that you already know how to use Segment feature, please go to the following blog posts to learn about different use cases of Segment feature and master it.

✌️ Enjoy your journey with the Segment feature!