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What is a Segment in Funnel and how do I create one?

Segments in Funnel are designed to dynamically group leads based on any condition or field. For example, you could create a segment that groups all of the leads for children entering Year 2 in 2019 that have never been contacted.

Your school can then save this segment and refer back to it, as any lead added in future that is a child entering Year 2 in 2019 that has never been contacted will automatically appear in the segment. 

Existing segments are listed on the left-hand side of your Funnel account. Note that if your school has never created a segment, the area will be blank.




To create a new segment, schools can either create a filter in their 'all leads' view (see the guide here) or they can click the '+add segment' button in the left-hand side menu.

Let's use the '+add segment' button and the above segment example to run through how they're created. Upon clicking this button, you'll be offered a condition field. You can add as many conditions as you'd like. 




The following data conditions will be added for our example: 

  1. Proposed Year Level - equals - Year 2, AND
  2. Proposed Entry Year - equals - 2019, AND
  3. Last Contacted - is empty




This will generate leads that can then be saved as a segment, ensuring that any future leads matching our conditions are automatically added. When you click the 'save' button and you'll be presented with a pop-up.




Name your new segment and click 'create segment.' Next, you'll be taken to your segment view where your new segment will now appear on the left-hand side of the page. 




Need a hand with creating new segments in Funnel? Get in touch with our friendly support team who will be more than happy to help! 

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