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CRM Segments

Group customers dynamically or manually for campaigns and automations.

Estimated reading: 2 minutes

CRM Segments

Segments group customers by business, behavior, tags, source, status, or marketing intent. Use segments for targeted follow-up, email automation, WhatsApp automation, reporting, and campaign planning.

Segment Examples

  • New leads this month.
  • Coupon claimers who did not redeem.
  • Low-score feedback customers.
  • Repeat booking customers.
  • Loyalty members.
  • VIP customers.

CRM Segments - Main Features Overview

Group customers dynamically or manually for campaigns and automations. This page explains how customers should use the CRM Segments module in day-to-day LocalBoost AI operations, from setup to review and troubleshooting.

Main Features

  • CRM customers.
  • Segments.
  • Tags.
  • Tasks.
  • CRM automations.
  • CRM reports and CSV export.

Recommended Workflow

  1. Review incoming customers.
  2. Clean and tag records.
  3. Create useful segments.
  4. Assign tasks for manual follow-up.
  5. Create automations for repeated actions.
  6. Use reports to measure CRM health.

Views, Filters, and Review Options

  • Filter by business.
  • Filter by segment.
  • Filter by tag.
  • Filter by source campaign.
  • Filter tasks by status and due date.

Available Actions

  • Open customer detail.
  • Create segments and tags.
  • Create tasks.
  • Build CRM automations.
  • Export customers CSV.
  • Review CRM reports.

Benefits

  • Turns campaign submissions into follow-up workflow.
  • Helps sales and service teams prioritize.
  • Prevents leads from being forgotten.
  • Supports targeted automation.

Before Publishing or Activating

  • Customer consent rules are respected.
  • Segments are named clearly.
  • Tags are not duplicated.
  • Tasks have owners and due dates.
  • Automations are tested on a small segment first.

Troubleshooting

  • If customers are missing, check source campaign submission.
  • If segments look wrong, review segment rules.
  • If tasks are overdue, check assignment workflow.
  • If export fails, check permissions.
  • If automation or AI does not run, check credits, provider settings, logs, and feature access.

Operational Notes

Use consistent naming for businesses, campaigns, templates, QR codes, automations, and CRM segments. Consistent naming makes reports easier to read and helps support teams diagnose issues quickly. When a feature depends on an addon, confirm the addon is installed, active, available in the current plan, and visible to the current workspace.