Guides
Recipients & contacts
Organize recipients with segments
Before you start
- A contact list that's getting large enough to search.
A typical example
Customers, Employees, Vendors, Partners. Segments are saved groupings you reach for when sending to a whole group at once.
The workflow
- Create the segments.
- Add contacts to each.
- Send to the whole segment.
Step 1: Create segments
Create segments that match how you work. See Contact segments.
Step 2: Add contacts
Assign each contact to the relevant segment. One contact can belong to several.
Step 3: Send to a segment
When a request involves a whole group, pick the segment and add its contacts in one step.
What happens next?
Groups you use repeatedly are now pre-built. Combined with templates, sending to a standard set of people takes seconds.