Customer segments

Build a reusable audience from your CRM contacts for a WhatsApp campaign.

Steps

1. 1

   Open Customer Segments

   In the Waflo sidebar, open Marketing → Segments, then select New Segment.

   Open Segments ↗

   Click to enlarge ↗

   ×

   Name the audience and select the rules that describe its contacts.

2. 2

   Name and filter the audience

   Enter a Segment Name. If you use CRM tags, select the relevant tags. You can also filter by Contact Source, new contacts in the last N days, no purchase in the last N days, total spent more than an amount, or Never purchased. Leave a filter empty when it should not limit the audience.

3. 3

   Save and use the segment

   Select Create Segment. The saved segment becomes an audience option when you create a campaign. If no CRM tags appear, add tags to contacts in CRM first.

   Create a campaign ↗