An Aptify campaign segment updates your campaign prospect lists through your views or through pre-defined SQL. It allows prospect lists to update dynamically based on any changes to the view results. Let’s look at home to create a campaign segment.
Click Campaign Management on the left sidebar in Aptify to expand the menu.
Use the Search Bar to locate and select your campaign.
A new tab opens with your campaign name. In this tab, use the navigation dropdown list to open the Segments window.
Click the New Record icon to create a new segment.
Enter the following required information for the segment:
- Campaign: The associated campaign. This field defaults to the current campaign.
- Name: The segment name.
- Filter Type: Click the dropdown list and select View.
- View (field): Enter the desired view name.
When complete, click Save and Close.
Aptify keeps a list of all segments associated with a campaign within that campaign’s tab. Once you have your view, campaign, and segment ready, you can run the Campaign List Builder Wizard.