The main purpose of any CRM is to provide organization above and beyond what can be done with a typical spreadsheet or contact list. In Lofty, this happens on the People Page and consists of Pipelines, Segments, Tags, as well as a variety of filters. This article will introduce Segments.
It is important to note that only users with the Company/Team Filter permission (see Permissions) can edit the Segments by default. All users can add Tags and use the other filters. This means that the Segments are maintained at the Team/Company or Segment level and cannot vary by users within that Company/Team or Group.
What are segments used for in Lofty?
Segments are used for organizing and classifying your leads into different categories. Unlike pipeline stages, a lead can be categorized into multiple segments at the same time. You might consider creating segments for events, referrals, family and friends, years, specific reminder periods, etc. All segments are located in the top-left of the People Page, shown below.
Segments can also be customized to fit your workflow and team structure. The same segments will be available for the entire team and can only be edited by those with access. To edit, click on the "gear" icon and select the options to add/edit/delete a segment, set up a reminder period, drag and drop to reorder, etc.
With segments, there is also a "reminder" feature that allows you to set a specific reminder period for each segment and if a lead is not contacted in that time period, they will be marked as "expired." The green/red dots next to the segments indicate whether there are any leads that are expired in that segment (meaning they have not been contacted within that period). You can hover over each segment with a reminder and then click on the "Expired" number to have those leads displayed so that you can contact them. Once contacted, the reminder period will start over for that lead.
When setting the reminder period, you have the option to decide if only manual touch points count, or if automatic touch points also count as a lead contact.
When unchecked: Only manual actions will count as lead contacts
When checked: Both automatic and manual actions will count as lead contacts
Changing Segments for Leads
Just like with the pipeline stages, leads can be added to segments either individually or up to 200 at a time. To add individually, you can do so directly from a lead profile. Note that you can select more than one segment to be associated with the lead.
You can also add/change segments for multiple leads at once by checking the box next to the leads on the People Page and clicking the option to "Change Segments." This will add those leads to the selected segments.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org>, by phone at 1 (855) 981-7557, or by chat with us through your CRM.
Related terms: SOI (sphere of influence), events, segments, groups