How to Create Lead Segments
In myphoner you can create segments in a snap. Segments work like a filter to a list, and behaves just like a list of leads to your agents.
List or Segment
In myphoner, a List is where your leads belong.
A Segment on the other hand, is just like a filter, selecting a subset of the list based on certain conditions.
They behave similarly, but a lead belongs to it's list, and we log activity on the list, not on individual segments. This means there are a few differences worth noting:
- Reports will show activity on the underlying lists, not on segments.
- Segments cannot be configured other than the conditions they hold. They inherit their configuration from the list.
Getting to the segments screen
You get to the segments through the list configuration in Manage Lists Your list name Segments
Creating a segment
Segments have users associated independently of lists, so when creating the segment, you get to choose what users can work on it.
One of the benefits of this, is that you can remove the user access from the underlying list, and just have your agents work just on the segments you define for that list.
Scoping with conditions
The segmenting conditions is the very core of this whole exercise. We've done our best to help you on the way. Chose what field you want to segment on, and then specify your condition. There's a few options depending on what data type the field has.
Configure a List with the right data types to get more accurate ways of segmenting.
Type in the first few letters and myphoner will get all the values that exist for that field and let you choose one. Currently we only do exact matches on text type data.
If you have fields in your list that is configured as being boolean, then you can segment based on whether those are true, false or not yet set. This can be convenient for segmenting based on criteria such as receives newsletter? or other yes/no conditions.
If you have fields in your list that is configured as being integers, then you can segment based on whether those are equal to, greater than or less than a certain number. This can be convenient for segmenting based on number of employees or similar.
Segment to a range by using two conditions - one greater than and the other less than.
Remember that greater than 21999 will include 22000 in the range, but not 21999.
You can add multiple conditions. All conditions on distinct fields will be applied to the segment with
Multiple conditions on the same field will be applied with OR so you can have one segment that matches City One OR City Two AND receives newsletter.
An exception from this is integers, they are always applied with AND so that you can segment to a range (postal code greater than 1999 AND postal code less than 4000)
Next to the creation form you'll see a preview much like the one you see in the list configuration. Here you'll find information about how many leads matches the current conditions you've set up for your segment, and you can preview the leads currently part of the segment.
The preview is automatically updated everytime you change the conditions, you do not need to do anything for it to be accurate.
The rest is easy. When you are confident that segment is done, just hit the button.
Now you can create more segments, or start working your newly created segment.
Segments will appear in the work dashboard under Call Queues for each of the agents you have assigned to that segment.