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Your Customer Segments

How to best utilize customer segments to analyze best performers.

C
Written by Customer Success
Updated over a week ago

What are Segments?


Segments are an amazing way to measure performance, your top performers, and to create targeted outreach.

Where can I find Segments?

You can see a list of Segments in your Settings, Use Segments as a filter on the Content tab, Social CRM tab, or view Segments on Individual Customers.

How do I create Segments?

From Settings:

  1. Navigate to Settings and select “Segments”

  2. Click Add Segment to create a new Segment

  3. Delete Segments by selecting “Delete” next to the Segment name

From Single Customer:

  1. Identify the creator you’d like to segment

  2. Click actions

  3. Click add segment

  4. Type in the name you’d like to use, and select “Add”

From Multiple Customers:

  1. Select the customers you would like to add

  2. Go to Actions, select “+ Segment”

  3. Type in the name of the segment you’d like to use, and select “Add”

How do I use Segments?

Segments can be used as a filter on the Content and Social CRM tab as a way to narrow down members or posts by members of a specific Segment.

Examples:

  • You can determine top performers to offer them unique gifts.

  • Pull the analytics for a segment of creators in the Dashboard.

FAQ

Can I delete Segments?

Yes, you can manage Segments under “Settings > Segments”

Are Segments only visible to me or the entire account?

Everyone on your team will have access to the segments created in your account.

Is there a limit to how many segments I can create?

Nope! You’re able to organize your UGC however you’d like with unlimited segments.



Still, need help getting set up?

Reach out to [email protected] and our Customer Success team will be happy to assist you!

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