Using Focus3

Segmentation

Overview

• Segmentation allows Users with the "Contact Tools" Permission to build and save custom database queries to isolate a group of Contacts that match specific criteria.
• Segmentation saves all Contacts that match a Query to a Contact Group.

Related Tasks

• Using Segmentation
  • To create a new Segmentation Query:
    1. Click on the "Admin" tab to display the Admin page.
    2. Click on the "Segmentation" link to display the Segmentation page.
    3. In the "Select Query" drop-down menu, select "Create New Query" to define a new query.
    4. Define your database query by using the three form inputs under the "New Criteria" section.
       1. Select database query components using the drop-down menus:
          • Database filter field drop-down menu (ex. EmployeeID or State)
          • Comparison operator drop-down menu (ex. Equal to, Not equal to, Greater than, Less than, Like)
          • Comparison reference value (ex. John Smith or NC)
       2. Click the "Add" button to save the selected query.
          • Click the "Delete Query" button to delete the query and start over.
          • As the query modified, the number of matching Contacts will be displayed.
          • Example: A Sales Exec, John Smith, wants to send a Correspondence to all of his Contacts who have a Status of "A".
            1. Select "EmployeeID" "Equal to" "John Smith".
            2. Click the "Add" button.
            3. Select "Status" "Equal to" "A".
            4. Click the "Add" button.
    5. When the query is defined, enter a name for the query in the "Query Name" field.
    6. Click the "Save" button to return to the Segmentation page in the "Select Query" state.

Related Items

• Contact Groups