How do I create a segment in Fideltour?

How do I create a segment in Fideltour?


Where do we start?

Configuring the segment

Once we are clear about the kind of audience we are going to address, we will go to the menu on the left and in the CRM module, we will click on Segments - Population segment



We will proceed to create a new segment by selecting the blue button "+ Segment". Once the segment configuration page is opened, we will start by filling in the fields that will be useful to us for our segmentation. We would first add the name of our segment and depending on the type of communication we wish to send and to the public we wish to address, we will segment by language, country, gender or age, by origin, labels and interests.





Exclusive filters

Apart from adding filters to our customers, we will also be able to exclude certain filters. If you wish to send a commercial communication to an audience with a given language but would like to exclude those customers from a specific country or, if you wish to send a communication to the entire database but would like to exclude customers who are also like to exclude those customers who are also like to exclude those customers who speak a particular.


Once the segment is created, we will proceed to save, by clicking on "Create segment".




Visualization of the segment

Once saved, we will return to the segment home page where we can visualize the newly created segment.




To the right of each segment we will be able to see different icons:

The first icon gives us the option to access configuration information (criteria and indicators). We can also access this setting by clicking on the segment name.
In the second icon we have the option to duplicate the segment and be able to modify it if desired, (saving it as new and deleting the previous one).
The last icon is that of the trash can, if you want to delete that segment.


Once inside the segment settings, if we click on the menu of Indicators, we can see the metrics of that segment, with the transactions achieved, average and total income earned, as well as opening and click information.



In addition, in Contacts we can see all the contacts included in that segment.




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