How to create a segment in Adaptix

Segments provide ways to easily organize your contacts. These segments can be configured from a variety of fields.

  • To create a new segment navigate to “Segments” in the menu under “Contacts”.

                   

  • In the top right corner of the “Contact Segments” page, click on “+ New”. This will allow you to create a new segment.
  • Name your segment. 
    • You can add information in the details page or add filters to your segment.
  • When you are finished adding the information, click “Save” or “Save & Close”.

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