Segments in the Contacts Module allow you to categorize contacts based on specific filters. Segments can be created in two ways:

1. Using the "Add Segment" Option
2. Using "Save As Segment" After Applying Filters

This guide explains how to create, edit, delete, and manage segments, including bulk actions.

1. Creating a Segment Using "Add Segment"

Follow these steps to create a new segment manually:

1. Click on "Add Segment" at the top-right corner of the Contacts module.
   
   
   
   
2. Enter a Segment Name in the provided field.
   
   
   
   
3. Add a filter by selecting a field (e.g., Name, Phone Number) and setting a condition (e.g., "Contains", "Equal to").
   
   
   
   
4. Click Save to create the segment.
   
5. The newly created segment will appear in the Segments list on the left panel.
   
   
   
   

2. Creating a Segment Using "Save As Segment"

If you have already applied filters and want to save them as a segment:

1. Apply the desired filters in the Contacts module.
   
   
   
2. Click on "Save As Segment" (located at the top).
   
   
   
3. Enter a Segment Name.
4. Click Save to store the segment.
5. Your segment will be saved and listed in the Segments section.

3. Editing a Segment

To modify an existing segment:

1. Navigate to the Segments list and select the segment you want to edit.
   
   
2. Click on "Edit Segment".
3. Modify the filters or segment name as needed.
4. Click Update Segment to save the changes.

4. Deleting a Segment

To delete an unwanted segment:

1. Select the segment from the Segments list.
   
   
   
2. Click on "Delete Segment" (located at the top-right).
   
3. Confirm deletion by clicking "Yes, Delete".
   
   
   

5. Bulk Actions on a Segment

Segments allow you to perform bulk actions on all included contacts:

1. Select the segment from the Segments list.
2. Click on "Segment Bulk Actions".
   
   
   
3. Choose between:
   • "Add Labels" – Assign a tag to all contacts in the segment.
   • "Remove Labels" – Remove an existing tag from the contacts.