Segments and Broadcasts
Segments decide who receives a message; broadcasts decide what they receive and when. Together they let you send a campaign, such as a monthly offer or a new timetable, to exactly the right group, without messaging people one by one. Both are under Engage in the left menu.
How it fits together
- Tag and stage your contacts and clients as they come in, by hand or with automations. See Contacts.
- Create a segment with rules such as "tag VIP" or "no activity for 90 days". Segments update themselves. See Contact segments.
- Create a broadcast: choose WhatsApp or email, pick the segments, add your message and schedule it.
- Track and follow up: see who received, read, replied, opened or clicked, then retarget them with a new broadcast.
What your plan includes
| Every plan | With CRM Suite | |
|---|---|---|
| Contact segments | Yes | Yes |
| Client segments | Yes | |
| WhatsApp broadcasts to contact segments | Yes | Yes |
| WhatsApp broadcasts to client segments and class participants | Yes (classes also need Bookings) | |
| Email broadcasts and Email Activity | Yes |
See Plans and modules.
Guides
Contact segmentsGroup contacts or clients by stage, tags, age, gender and last activity.WhatsApp broadcastsSend an approved template to a segment, schedule it and track replies.Email broadcastsDesign an email, send it from your domain and track opens and clicks.Marketing opt-out managementLet people reply STOP and keep them out of future campaigns.