Segments provide a flexible way to group and sort your data records. At its core, a segment is a set of rules or criteria that automatically sort and group (past, present and future) data records. This can range from a simple check for 'active' members, to complex sets of rules that allow you to target specific demographics in specific teams or groups.

Please see here for full guidance on how to create a new Segment.

From alpine sheepCRM, click on the segments option in the top navigation to view all the segments that have been created for your flock.

You can switch between different types of segments by using the left-hand navigation, or use the all option, within the drop down to see every segment you currently have.

Click on a segment to view the data contained inside it.

From alpine sheepCRM, click on the segments option in the top navigation to view all the segments that have been created for your flock.

From the existing segments list, scroll down to the desired segment and select by clicking the name or use the search bar.

This will take you to the following page where you will see the data rules set for the segment and just below from the folder icons, select your desired data choice.

In the top right hand corner hit the ⚙️settings icon to edit the segment settings.

If you're unsure of how to clone a segment or set specific rules please see here for Segments: Creating Segments. Following these steps for creating a new segment with the details from the system segment as a guide will emulate cloning that segment.

Please ensure you copy the rules from the original system segment that you want to use in your own. Once you've set up your clone segment, you can modify it as you wish.

You can export to a pre-defined set of columns that are available for the type of records in your segment.

This is covered in full in this article > Export to Excel

Select Export to PDF and select address labels from the options presented.

Select your label sheet type from the list and export to create a single PDF with all letters included.

Select Export to PDF and select custom PDF from the options presented.

You will need a PDF template set up in your templates settings to enable this so you can select what one you require for the task you are performing.

Select your template and export to create a single PDF with all letters included.

Select Export to PDF and select Membership Certificate from the options presented.

Export this to create a single PDF with all certificates included.

From the existing segments list, scroll down or use the search bar, and select the segment's name.

Select Actions > Send Email/SMS to Segment

A new window will appear and the details of the communication require completion by you as per your preference.

From the 'Type of Message' drop down, options available are Email, sheepApp Notification and SMS.

Select and input desired information based on the fields associated with the communication type.

Toggle the GDPR permissions accordingly.

Select Save and Preview.

Once you have added additional email sender addresses and if you have the correct permissions as a user, you can then select those email addresses when sending email from the system.
​
There are a few places where you can send email as a user.

In the below example, we are sending an email from a contact record, but it will be true for each of the other examples as well. As you can see there is a new field there which depending on the sending options and your permission will allow you to select a different email other than the flocks default one. ​Each time you send an email you can choose to select a different one from the options.
​

From the existing segments list, scroll down or use the search bar, and select the segment's name.

Select Actions > Sync Segment with Mailchimp

A new window will appear with the Mailchimp Segment Name to be completed by you to help identify this Segment within your Mailchimp Account.

Select Sync.

From the existing segments list, scroll down or use the search bar, and select the name of the segment.

You can select the ⚙️ to open the settings for that segment so you can make immediate changes and then check your results.