Segments

Segments in Flovoo help you save filtered results so you can easily return to a specific group of contacts without applying the same filters every time.

You can create a segment from your filtered results and access it later from the Contacts page or Conversations page. When you open a segment, the filters saved with it are displayed, allowing you to modify them, save the changes as a new segment, or update the existing segment.

What are Segments?

A segment is a group of contacts defined by the filters you apply.

For example, you can filter contacts by Tags to find contacts with a specific tag, by Contact Stages to find contacts in a specific stage, or by Assignee or Channel.

After applying the filters you need, you can save the results as a segment and easily access them later.

Creating a Segment

You can create a segment from filtered results on the Contacts page or the Conversations page.

To create a segment:

1. Open the page you want to use.
2. Apply the filters that define the contacts you want to save.
3. Select the Segments option.
4. Save the filtered results as a segment.

Accessing Saved Segments

Your saved segments appear next to the filtering tool on the page.

When you select a segment, Flovoo displays the contacts based on the filters saved with that segment.

The filters applied to the segment are also displayed, so you can see the criteria used to define the contacts in that segment.

Editing a Segment

When you open a saved segment, you can modify the filters applied to it.

For example, if a segment contains contacts with a specific tag, you can change the filter to select a different tag or add another filter, such as a Contact Stage or Assignee.

After changing the filters, Flovoo lets you choose how you want to save the changes:

• Save the changes as a new segment.
• Update the existing segment.

This allows you to keep the original segment or adjust it to match your current needs.

Using Segments with Filters

You can use filters to find a specific group of contacts, then save the filters you use frequently as a segment.

For example, you can create a segment for contacts in the New Lead stage, contacts with the VIP tag, or contacts assigned to a specific member of your team.

You can also use multiple filters together to create a more specific group of contacts, then save those filters as a segment.

Frequently Asked Questions