Use the Segments settings page to create and manage the segment types you use to group your clients for shared workflows.
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The new Lifecycle Manager UI is in Open Beta You might notice occasional changes as we continue to refine this feature. |
Accessing Segments settings
You can open Settings from anywhere in Lifecycle Manager:
Click your account name in the upper left corner of any page.
Click Account Settings.
Then click Segments under the Clients section of the left navigation panel.
Segments page layout and features
Segment list
A search field lets you find a specific segment. The table lists:
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Color
The color used to visually identify this segment throughout Lifecycle Manager. -
Title
The segment's name. -
# Clients
How many clients are currently assigned to this segment.
Each row also has a menu with two options: Edit Segment, where you can change the segment's name and color, and Delete Segment.
Creating a segment
Click + New Segment to open the Create Segment modal.
Enter a segment name.
Choose a color to identify this segment across Lifecycle Manager.
Click Create Segment.
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| Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket. |
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