Client Segments

Organize and categorize your clients into segments for targeted marketing, reporting, and automation.

Overview

Client segments allow you to:

• Group clients by common characteristics
• Create dynamic segments based on criteria
• Target specific client groups for campaigns
• Filter reports by segment
• Automate actions based on segment membership

Creating a Segment

1. Navigate to Segments in the sidebar
2. Click Create Segment
3. Enter segment details:
   • Name: Descriptive name (e.g., "High-Value Clients", "Monthly Subscribers")
   • Description: Optional description
4. Add criteria:
   • Field: Select field to filter by (e.g., "Total Revenue", "Last Invoice Date")
   • Operator: Choose comparison (equals, greater than, contains, etc.)
   • Value: Enter value to match
5. Add multiple criteria (all must match for AND logic)
6. Click Save

Segment Criteria

Available Fields

• Company Name: Client company name
• Email: Client email address
• Total Revenue: Sum of all invoice totals
• Invoice Count: Number of invoices
• Last Invoice Date: Date of most recent invoice
• Average Invoice Amount: Average invoice total
• Status: Client status (if configured)
• Tags: Client tags (if configured)

Operators

• equals: Exact match
• not_equals: Not equal to
• contains: Text contains value
• greater_than: Numeric comparison
• less_than: Numeric comparison
• is_empty: Field is empty
• is_not_empty: Field has value

Example Criteria

• Total Revenue greater_than 10000 - High-value clients
• Invoice Count greater_than 5 - Repeat customers
• Last Invoice Date less_than 30 days ago - Inactive clients
• Email contains @example.com - Specific domain

Dynamic Segments

Segments are dynamic - clients are automatically added or removed based on criteria:

• No manual client assignment needed
• Updates automatically as client data changes
• Always reflects current client base

Managing Segments

Viewing Segments

1. Navigate to Segments
2. View all segments with:
   • Segment name
   • Client count
   • Last updated date

Viewing Segment Clients

1. Click on segment name
2. View all clients matching segment criteria
3. See client details and metrics

Editing Segments

1. Find the segment
2. Click Edit
3. Update name, description, or criteria
4. Click Save
5. Client list updates automatically

Deleting Segments

1. Find the segment
2. Click Delete
3. Confirm deletion

Note: Deleting a segment doesn't affect clients, only the segment definition.

Using Segments

Filtering Clients

1. Navigate to Clients
2. Use segment filter dropdown
3. Select segment
4. View only clients in that segment

Reports

1. Navigate to Reports
2. Select segment filter
3. View reports for specific segment
4. Compare segments side-by-side

Automation

Use segments in automation rules:

• Trigger actions for clients in specific segments
• Send targeted emails to segment members
• Create tasks for segment-based workflows

Exporting

1. View segment clients
2. Click Export
3. Download CSV with segment clients
4. Use for marketing campaigns or analysis

Common Segment Examples

High-Value Clients

• Total Revenue greater_than 50000
• Use for: VIP treatment, priority support

Active Clients

• Last Invoice Date less_than 90 days ago
• Use for: Recent activity, engagement campaigns

Inactive Clients

• Last Invoice Date greater_than 180 days ago
• Use for: Re-engagement campaigns, win-back offers

Monthly Subscribers

• Invoice Count greater_than 12
• Average Invoice Amount equals Monthly Amount
• Use for: Subscription management, retention

New Clients

• First Invoice Date greater_than 30 days ago
• Use for: Onboarding, welcome campaigns

Best Practices

• Clear naming: Use descriptive segment names
• Specific criteria: Make criteria specific and measurable
• Regular review: Review segments periodically for accuracy
• Combine segments: Use multiple segments for complex targeting
• Document purpose: Add descriptions explaining segment purpose
• Test criteria: Verify segment includes expected clients

Limitations

• Segments are read-only (cannot manually add/remove clients)
• Criteria must match exactly (case-sensitive for text)
• Complex logic (OR conditions) requires multiple segments
• Segment updates may take a few moments to reflect

Next Steps

• Managing Clients - View and manage clients
• Automation & Workflows - Use segments in automation
• Reports - Analyze segment performance