Creating Static and Dynamic Segments

Segments are saved lists of customers that you can use for targeting in your campaigns. LeadClose has two types of segments: Static and Dynamic.

Static Segments

A Static Segment is a fixed list of specific customers. It's like taking a snapshot of a group of customers at a single point in time.

When to use a Static Segment:

• You want to send a message to a specific list of people you've hand-picked.
• You want to target a group based on a one-time event (e.g., everyone who attended a webinar last week).

How to create a Static Segment:

1. Go to the Customers page.
2. Select customers by clicking the checkboxes next to their names.
3. Click the "Create Segment from X Selected" button that appears at the top.
4. Give your segment a name and save it.

A static segment will not automatically update. If a new customer meets the criteria you used to select the original list, they will not be added.

Dynamic Segments

A Dynamic Segment is a smart list that automatically updates its members based on filters.

When to use a Dynamic Segment:

• You want to create an ongoing list that always has the most up-to-date members.
• You want to target customers based on properties that change over time (e.g., "all customers with the 'VIP' tag" or "all customers in the 'Nurturing' lead stage").

How to create a Dynamic Segment:

1. Go to the Customers page.
2. Apply one or more filters using the filter builder.
3. Click the "Create Segment from Filter" button.
4. In the creation dialog, make sure the "Dynamic Segment" toggle is enabled.
5. Give your segment a name and save it.

LeadClose will continuously check which customers match the saved filters and automatically add or remove them from the dynamic segment.