Segments is a feature that allows dealerships to label & group contacts in their ExpertConnect account. Segments are visible for advisors in the account to see when interacting with customers.

Segments are also helpful when using the broadcast bulk texting tool in ExpertConnect. When sending a broadcast message, the sender can select segment/s to send the broadcast to.

Common segment groups include store location, region, products and service/support plans.

How to create a new segment

Segments can be created two ways in the Contacts page. 

1. Navigate to the Contacts page on the web dashboard.
2. Click on the Create Segment icon next to the Contacts View.
3. Name your segment and select contacts to add to the segment.
4. Click Create Segment.

How to bulk assign segments

Once you've created a segment, you can always add contacts to a segment later on.

1. Navigate to the Contacts page on the web dashboard.
2. Use the checkboxes to the left of the contact name to bulk select the contacts you want to add to a segment.
3. Click Bulk Actions on the right side of the screen and select Add to segment.
4. Use the pop-up segment box to add those contacts to an existing segment. 
   

How to Delete Segments

1. Navigate to the Contacts page on the web dashboard.
2. Click on the drop down that shows “All Contacts.”
3. Search for the segment and click the trash can icon and confirm your action.
   1. Deleting a segment will remove it from the contacts assigned to it.