Speaker CRM: segments

This guide applies only to organizations that have the Speaker CRM enabled.

Note

Have questions or want to receive pricing for the Speaker CRM? Contact support@sessionboard.com.

Create a segment

Filter the directory first — see Speaker CRM: advanced search — then click Save Segment in the toolbar.

Name the segment, check the filter and match counts at the bottom of the panel, and pick the kind of list:

• Save Dynamic Segment — the segment stores the filters. Anyone who matches them later joins it automatically, and anyone who stops matching drops out.
• Save Curated List — the segment stores the contacts that match right now. It does not change until you add or remove people yourself.

Open a segment

CRM > Segments lists every segment with its contact count. A lightning icon marks a dynamic segment; a list icon marks a curated list. Search by name, or change the order with the sort button (A - Z (Name), Z - A (Name), Last Updated, Newest to Oldest).

Click a segment to open it in the directory. A banner above the table names the segment and its type; click Clear segment filter to return to the full directory.

Change a dynamic segment’s filters

With a dynamic segment open, click Filter and adjust the facets. The toolbar’s Save Segment button then opens a menu: Save Changes overwrites the segment’s filters, Save As… keeps the original and creates a new segment from the new filters, and Revert Changes puts the saved filters back.

Add a contact to a curated list

From the directory:

1. Tick the checkbox at the start of each contact’s row.
2. In the bulk action bar, click Add To Curated List.
3. Choose the list and click Add to selected list.

From a contact’s profile, open the CRM tab. The Segments card lists every segment the contact is in; click Manage Lists to tick or untick the curated lists they belong to, then click Save. Unticking a list is how you remove someone from it.

Edit, duplicate or delete a segment

On CRM > Segments, open the ⋯ menu on a segment card:

• Edit — rename the segment.
• Duplicate — copy it, filters or members included.
• Refresh counts — recount the contacts in a dynamic segment.
• Delete — removes the segment only. Deleting a segment does not delete any contacts.