> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzy.es/llms.txt
> Use this file to discover all available pages before exploring further.

# Segments

> Create and manage contact groups for targeted campaigns

# Segments

Segments are groups of contacts that you can use for targeted campaigns. Organize your contacts by criteria like lead source, geography, or customer type.

## Accessing Segments

Navigate to **CRM** → **Segments** to view all your contact segments.

## Segments Overview

The segments page displays:

| Column      | Description                   |
| ----------- | ----------------------------- |
| Name        | Segment identifier            |
| Description | Optional description          |
| Contacts    | Number of contacts in segment |
| Created     | When the segment was created  |
| Actions     | View, Edit, Delete options    |

## Creating a Segment

<Steps>
  <Step title="Click Create Segment">
    Click the **Create Segment** button in the top right.
  </Step>

  <Step title="Enter Details">
    * **Segment Name** - Required, identifies the segment
    * **Description** - Optional, explain the segment's purpose
  </Step>

  <Step title="Save">
    Click **Create** to save your segment.
  </Step>
</Steps>

<Tip>
  Create segments before importing contacts, or contacts will be added to an auto-generated segment.
</Tip>

## Segment Properties

| Property      | Description                                |
| ------------- | ------------------------------------------ |
| Name          | Unique identifier for the segment          |
| Description   | Explains what contacts are in this segment |
| Contact Count | Number of contacts (updated automatically) |
| Created Time  | When the segment was first created         |

## Managing Segments

### Viewing Contacts

1. Click **View** on any segment row
2. Opens the segment detail view
3. See all contacts within the segment
4. Search and filter contacts

### Editing a Segment

1. Click the **Edit** (pencil) icon
2. Modify name or description
3. Click **Save Changes**

<Info>
  Editing a segment's name or description doesn't affect the contacts within it.
</Info>

### Deleting a Segment

1. Click the **Delete** (trash) icon
2. Confirm the deletion
3. Contacts are NOT deleted, only removed from the segment

<Warning>
  Segment deletion cannot be undone. Make sure no active campaigns depend on this segment.
</Warning>

## Searching Segments

Use the search bar to find segments:

* Search by segment name
* Search by description
* Results filter in real-time

## Sorting Segments

Click column headers to sort:

| Column  | Sort Options               |
| ------- | -------------------------- |
| Name    | A-Z, Z-A                   |
| Created | Newest first, Oldest first |

## Admin Features

For admin users:

### Company Filter

1. A company filter appears at the top
2. Search for companies
3. Select a company to view their segments
4. "All Companies" shows segments across all

### Cross-Company Access

Admins can:

* View segments from any company
* Create segments for specific companies
* Manage campaigns across accounts

## Using Segments

### In Campaigns

Segments are used to target campaigns:

1. Create a campaign
2. Select a segment as the target audience
3. All contacts in that segment receive calls

### Segment Size

For optimal campaign performance:

| Size         | Recommendation                  |
| ------------ | ------------------------------- |
| \< 100       | Good for testing                |
| 100-1,000    | Standard campaign size          |
| 1,000-10,000 | Large campaign, monitor closely |
| > 10,000     | Split into multiple campaigns   |

## Segment Strategies

<CardGroup cols={2}>
  <Card title="By Source" icon="door-open">
    Group contacts by how they were acquired (web form, import, API).
  </Card>

  <Card title="By Region" icon="map">
    Organize by geography for localized campaigns.
  </Card>

  <Card title="By Status" icon="circle-check">
    Separate qualified leads from cold contacts.
  </Card>

  <Card title="By Date" icon="calendar">
    Group by import date for time-based follow-ups.
  </Card>
</CardGroup>

## Best Practices

1. **Descriptive Names** - Use clear names like "January 2024 Webinar Signups"
2. **Add Descriptions** - Document criteria for future reference
3. **Regular Cleanup** - Archive or delete old segments
4. **Size Monitoring** - Keep segment sizes manageable for campaigns

## Integration with Imports

When importing contacts:

1. Specify a segment name during import
2. All contacts are added to that segment
3. Or select an existing segment to append to

## Next Steps

<CardGroup cols={2}>
  <Card title="Import Contacts" icon="file-import" href="/crm/import-contacts">
    Add contacts to your segments.
  </Card>

  <Card title="Campaigns" icon="bullhorn" href="/crm/campaigns">
    Use segments to launch targeted call campaigns.
  </Card>
</CardGroup>