Creating Segments on Marketing Panel

Navigate to:

1. Overview

2. Steps to create segments

1. Overview

A segment is created for a particular developer where leads can be sent back to Google and/or Facebook accounts integrated into the project as audiences for running re-marketing or drip marketing campaigns. All projects will have access to that segment once created.

Example: Marketing Manager wants to run a re-marketing campaign for leads who have done a site visit on a project. By creating a segment and defining it appropriately, the Marketing Manager can send these leads back to Google or Facebook with captured customer data and can successfully run a targeted campaign on this ‘audience’ giving a certain offer on booking post-site visit.

This section will help you how to create one or more Segments.

2. Steps To Create Segment

I. Select the relevant 'Assignment' & then navigate to 'Segments'.

II. Click on ‘Create Segment’ to open a pop-up for defining your segment.

III. Add the name of the segment.

IV. Mark the status of the segment as ‘Active’.

V. Select the ‘Assignment Type’ from the drop-down.

Manual- It lets you add a dataset manually. The data uploaded manually will not go into the fresh leads.

All Assignments- It collects the data from all the assignments/projects from the respective developer.

Filter By Assignments- It allows you to filter the data from any assignments of the developer.

Filter By Projects- It allows you to filter the data from any projects of the developer.

VI. In buckets, 'all' is selected as a default, however, you can select particular lead status from the ‘Buckets’ section i.e. 'qualified', 'visited', 'booked' & 'failed'.

All- It will collect all the data from the selected database.

Qualified- It will filter all the qualified leads.

Visited- It will filter all the leads with site visits.

Booked- It will filter the leads with ‘Booking Done’ status.

Failed- It will filter Failed Leads.

VII. If you want to process this segment for a Google AdWords account, then choose the account from the drop-down accordingly.

VIII. If you want to process this segment for a Facebook account, then choose the account from the drop-down accordingly.

IX. Click on ‘Save’ & then click on ‘Process Segment’.

X. Click again on ‘Save’ to update & create the segment.

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