Getting Started: Create Lead Segments

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.

In Preparation

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




Segments tab on the list configuration page
Access segments from the list configuration page.

Creating a segment

User Access

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.

Pro Tip

Configure a List with the right data types to get more accurate ways of segmenting.

Text fields

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.

Boolean fields

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.

Number fields

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.

Pro Tip

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.

Multiple Conditions

You can add multiple conditions. All conditions on distinct fields will be applied to the segment with AND.
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)



Scoping a lead segment in myphoner
Choosing the scope of a segment.

Preview

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.


preview segmented leads in myphoner
When creating a segment, you get to preview the leads matching your segmentation conditions.

Work!

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.

Viewing work dashboard with a segment in myphoner
Viewing work dashboard for an agent with a segment.