Introduction

The Segment List is where you see and manage your segments within LoftyWorks. This article will review each section within this page.

Navigate to the Segment List Page by clicking CRM > Contact Segments. 

Summary

• Segment List Columns

• Segment List Actions

   

Segment List Columns

Each segment in the list displays key information to help you understand its usage and status at a glance. Alongside the segment name, you’ll see:

• Segment level and type

• The number of contacts within the segment

• The number of campaigns associated with the segment

• Any reminders that have been set

• The segment creator

• The user who last modified the segment, along with the date and time of the update

Segment List Actions

You can manage segments directly from the Segment List:

• Search segments

  Use the search bar at the top of the list to quickly find a segment by name.

• Segment actions

  Each segment includes an Actions menu on the far right, with the following options:

  • Mass Email – Send a bulk email to all contacts in the segment

    

  • Smart Plan – Assign a Smart Plan to all contacts in the segment

    

  • More Actions(...) button

    • Set Reminder – Define a reminder period for the segment. If you do not contact the segment’s contacts within the specified period, they will be marked as expired

    • Edit – Update Segment's name or members.  

    • Pin / Unpin – Pin or unpin the segment for easier access

    • Delete – Remove the segment (subject to your user permissions)

Selecting a segment name opens the list of contacts within that segment. For more information about segment detail page, please refer to: Segment Detail Page.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.