Nimble's Segmentation feature enables you to search across many data fields to help you organize your contacts into lists. Once organized, you can take bulk actions, send group messages, and set follow-up tasks.
Getting Started with Search & Segmentation
To get started, go to the Contacts Tab and click "Segment Search".
Use Quick Filters to take smart action on your contacts
We created eight “Quick Filters” that enable the easy selection of common search criteria. Each Quick Filter is ordered by the highest occurrence of unique search terms first. Quick Filters include:
- Influence Groups
Select a Quick Filter to easily segment your contacts.
Building Advanced Segments
A segment is a group of contacts defined by the filters you select. Use the "Add Contact Filters" and "Grouping" functions to build smarter segments of your contacts. Contacts are automatically added to saved segments when they meet your criteria.
Create Smart Segments with searches that combine social and location data. Ex. “Twitter friends in San Francisco”.
Creating Saved Segments
Now that you've built your search, you can saved the search for easy access at a later time. Just click Save this search at the top.
After a saved segment has been created, it will appear on the left side of the screen. Saved Segments that have been marked as important will appear towards the top of your list.
Saved segments can now be shared with your team member. Once a segment is created, just click the padlock icon to share it with your team.
Moving forward, all contacts that meet the set criteria for a segment will appear under this segment.
For example, if you create a segment for “Twitter friends who live in San Francisco”, every contact you add to your Nimble database will appear under this search.
Take Actions on Segments
Once you build a segment, take actions such as marking lists as important, tagging, Stay in Touch reminders, or send a segment to a Group Message. Learn more about Group Messaging here.
Example: Send a Happy Birthday message to all contacts who have a birthday this month.
How do segments differ from tags?
You can group your contacts by segments or tags in Nimble, with the key difference being that your contacts are automatically added to segments when they match criteria, where tags are a manual method to group contacts together.