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How to segment and filter your contacts on Plezi ?

In this article, we will guide you on how to segment and filter your contacts.

Naissa Dioumessy avatar
Written by Naissa Dioumessy
Updated over 10 months ago

If you are a Plezi One, Plus and star user and want to segment and filter your contacts, this article is for you!

Why segment your contacts ?

Segmentation allows you to divide your contact list into more targeted groups depending on factors like industry, email, etc.

By creating specific segments, you can tweak your communications to better fit the demands of each target group. For example, you can create a segment for customers who have purchased a specific product and send them a promotional offer for a complementary product.

Are you ready ?

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How to segment your contact list

  • Go to your contacts

  • Click on the + add segment button at the top right of the page or on Filter on the opposite side.

  • Add the conditions that define your segment AND or OR

  • You can also use additional conditions to refine your segment

  • Give your segment a name and click on create segment or filter

Good to know

  • On Plezi One, Plus and Star, the logic of the conditions is "AND", which makes it possible to group together the elements containing each of the defined conditions.

  • The segmentation is done in three steps:

    • Events: there are three types of events in Plezi: contact event, contact owner and custom contact. Each of these contains several of the conditions.

    • Operators: Their displays vary according to the type of event chosen:

      a) Short text, long text (Email,...): exact match, is none of, partial match,...

      b) Checkbox (function): exact match, is none of;

      c) Drop-down list, multiple selection (interest): if any of, is none of, is all of, etc...

    • Options: depend on the operator field you have chosen.

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