Hello! In this guide, you’ll learn how to create and manage contact segments in LeadCenter.ai.
Segments help you organize contacts into targeted groups that share specific attributes — such as a tag, job status, or pipeline stage — so you can personalize communication and reporting.

1. Accessing the Segments Page

To access the Segments page:

1. Go to the Marketing Dashboard.
2. From the header’s dropdown menu, select Marketing Dashboard.
3. In the green menu on the left, click Segments.

This opens the Contact Segments page, where you can view, create, and edit your contact segments.

2. What Are Segments?

A segment is a filtered list of contacts that share one or more characteristics.
For example:

• Contacts tagged as High Priority.
• Clients with Full-Time Employment.
• Leads who became clients in the past 30 days.

Segments can be used throughout LeadCenter, including:

• Sales Pipeline and Contact Dashboard filters
• Workflows
• Email marketing campaigns
• Text marketing campaigns

By creating meaningful segments, you can automate communication and analyze specific client groups effectively.

3. Creating a New Segment

To create a new segment:

1. Click New Segment on the Segments page.
2. Give the segment a name — for example, Working Clients.
3. Assign it to a category, such as Operations, to make it easier to organize and find later.

4. Setting Up Segment Filters

You can build segments using multiple filters with flexible logic:

• AND conditions narrow the results (contacts must meet all criteria).
• OR conditions broaden the results (contacts can meet any of the criteria).

Example:

To find full-time clients who have become clients:

1. Add a condition: Stage → Exactly Matches → Became Client.
2. Click Add, then select Job Status → Exactly Matches → Full Time.
3. Click Save.

LeadCenter will instantly calculate the number of contacts that match your criteria — for example, “3 contacts found.”

5. Using Segments in the Sales Pipeline or Contacts Dashboard

Once a segment is created, you can apply it anywhere filters are available:

1. Go to the Sales Dashboard.
2. In the left menu, click Pipeline or Contacts.
3. Click All, then open the Filters section.
4. Select Advanced Filter.
5. Under Saved Segment, search for and select your segment — for example, Working Clients.
6. Click Apply.

The system will then display only the contacts included in that segment.

6. Managing Existing Segments

To edit an existing segment:

• Click the Edit button next to it on the Segments page.
• Adjust its filters or category as needed.
• Click Save to update it.

The system will automatically refresh the contact count based on the new criteria.

Summary

Here’s a quick recap of how segments work in LeadCenter:

Using segments helps you efficiently target, communicate, and manage specific groups of clients or leads — enhancing marketing automation and reporting accuracy.

Thank you!