Why segment
Sending the same message to everyone gets ignored. Sending the right message to the right group gets bookings. A smart list is a saved filter that keeps itself up to date: new contacts that match drop in automatically.
Open contacts and filter
Go to CRM > Contacts. Click Filters and add conditions: tags, last activity, created date, a custom field, source and more.
CRM› Contacts3 See it on the App mapSegments worth saving
Start with these. Name them so anyone on your team knows what's in them.
Win-backPast customers, no booking in 6 monthsHot leadsEnquired in last 14 days, no bookingReviewersJob completed, review not leftVIPsSpent over $1,000LocalSuburb is [your top 5 suburbs]Save it as a list
When the filters are right, save the view. It appears as a tab across the top next to All, so it's one click next time.
Act on the list
Tick contacts (or all) to send a text or email, add a tag, or add them to a workflow. Or click AI campaign to have AI write and run a campaign to that list.
Choose your columns
Pick which details show in the table with the columns button, so the list shows what you need at a glance.
Saved groups that update themselves, so every campaign goes to the people it suits.
Next up
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Win back customers you haven't seen in a while
Reach the people who already know you. Usually the cheapest work you'll get all year.
- 1Build the list
- 2Simple way: tag and follow up
- 3AI way: start an AI campaign
Send an email to your customer list
Build an email, pick who gets it, send now or schedule it.
- 1Start a campaign
- 2Build or choose the email
- 3Pick who gets it
Custom fields and folders: what they are and how to make one
Fields are the boxes on a contact that hold your own details, like job type or pet's name. Folders group them.
- 1What a custom field is
- 2Fields belong to a record type
- 3Folders keep the contact tidy
Text a group of clients at once
Send one text to a filtered list, properly.
- 1Pick the list
- 2Send the text
- 3Check the cost first