CRM y clientes

Create a segment

1. Click “New Segment”

   In the sidebar, open Customers → Segments.

2. Give it a name

   For example, “VIP customers” or “Recent leads”. Add a color and description if you like.

3. Choose how conditions combine

   Choose whether customers must match all or any of the conditions.

4. Add conditions

   For each condition, choose the field, the comparison (for example, Is, Contains or Greater than) and the value.

5. Review and save

   Click “Preview” to see how many customers match, then create the segment.

What you can use in conditions

• Customer data: name, email, phone, city, state, country and whether they have an email or phone.
• Status: whether they're a lead, whether they're blacklisted, their score and creation date.
• Invoices: the status of their invoices (pending, partial, paid, overdue or canceled).
• Grouping: customer tags and lists.
• Conversations: conversation tags.
• CRM: pipeline, stage and status of their deals.
• Your custom fields.

Use a segment

1. Check who's in it

   In the segment list click to view its customers.

2. Update the count

   Click “Recalculate” to pick up recent changes. You'll see the date of the last calculation.

3. Send them something

   Choose the segment as the audience of a bulk email or when you launch a flow.

Next step