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How to create, watch, and manage Segments in Fello

Learn about segments in Fello, how to receive watch notifications for them, and how to perform actions like cloning and editing segments.

Segments are smart lists that display contacts based on filters that you set. Contacts will be added or removed from segments automatically as their details change.

You can use Segments to quickly follow up or check a particular set of contacts, instead of applying filters and searching for them each time.

🗒️ Note: You can also create static lists of contacts that don't update automatically. Learn More



In this guide:

Create/Clone Segments 

00:02: Fellow fellow.

00:05: Let's start from the homepage.

00:08: Click on hi. How can I help you locate it in the top right corner?

00:14: Our ask AI feature will open up and its own panel on the right hand side.

00:19: Since we are creating segments from your contacts, will click on find

00:23: contacts.

00:26: Enter the type of contacts. You would like to see.

00:28: In this case I want to see contacts that have had the most interaction,

00:32: so we'll type that in

00:36: Click the arrow for our AI to search your database.

00:42: Our AI will let you know how it filtered your contacts, click view,

00:46: contacts.

00:48: You're automatically brought to your contacts page, you can refine this group of

00:52: contacts more by clicking on filters.

00:57: Here, you can add more criteria to narrow down this list based

01:02: on your preferences.

01:05: Once you have the criteria that you want for this segment, make sure to save

01:09: it by clicking on the Clone button, which is marked with two boxes as the icon.

01:15: Name your segment. We'll call this one.

01:18: Most interacted.

01:21: You can also write a description of your segments in the description box.

01:27: You can share access with everyone on your team or keep it

01:31: private just for you.

01:34: It now, finish by clicking clone to save

01:39: Your new segment will now appear in the segment list, on the left hand side,

01:47: Fellow fellow fellow.



You can create new segments by cloning existing ones and making changes to them as required. To do this: 

  • Select the segment that you want to clone and click the Filter icon.



  • Click Edit.

  • Select the criteria by  which you want to filter contacts. Learn more about filtering contacts.
  • Make changes to your filters as required and close the filter editor.
  • Click the Clone icon.

  • Edit any segment details as required. 

  • Click Clone.

Your segment has been cloned. You can find it from the list of segments in the Contacts module. 


Manage Segments

In this section:

You can make changes to your segments by clicking the More (3-dot) icon near a segment in the Contacts module:



You can also click Manage near the Segments section to view all your segments and manage them from there. (You can use this method to manage hidden segments that aren’t visible in the Contacts list page.)



Edit Filters & Details

To edit filters for a segment:

  • Select a Shared or Private segment and click the Filter icon. 



  • Edit the filters as required and apply them.
  • Click the Save Segment icon above the list of contacts to save the new filters for this segment.

 

Now, your segment has been saved with the updated filters. 

🗒️ Note: You cannot edit or save changes for Standard segments, including the All Contacts segment. 

To edit details for a segment: 

  • Click the More (3-dot) icon near a segment that you want to edit.
  • Select Edit.



  • Edit any segment details as required. 

    Here, you can edit the name, description, whether the segment is featured, and who can access the segment. To configure who can access the segment, select one of the following options: 
    • Private to Owner: The segment will be visible only to you. 
    • Everyone (Shared): The segment will be visible to all users in your Fello account. 



  • Click Save.

Your segment has been updated. 

Pin/Unpin Segments


If you have a lot of segments, you can pin the ones you use frequently to find them faster. Here’s how: 

  • Click the More (3-dot) icon near a segment that you want to pin.



  • Select Pin.

This segment will now be pinned at the top of the Segments section. To unpin the segment, follow the same steps as above and select Unpin.

Note: When you pin a shared segment, it will only be pinned for you, and not for every user in your account.

Watch/Unwatch Segments 


Segment Watch enables you to stay on top of your ever-changing contact database by receiving notifications whenever a contact is added to a segment.

00:02: Fellow fellow.

00:05: Let's begin by navigating to your homepage.

00:09: Click on the contacts icon, on the left-hand side, this opens your

00:13: contacts page.

00:16: Your segments are located on the left hand side of the page.

00:21: Scroll through your segments to determine which group of contacts you would like

00:26: to watch.

00:28: Once you've decided on your preferred segment, click the three dots to the right of the

00:32: segment.

00:35: A drop-down with a peer you can now click on watch.

00:40: You can also select watch by clicking on a segment and select

00:44: the watch icon to the right of the segment name.

00:47: This is marked with an eye icon.

00:51: You have successfully set up a watch segments within fellow, this enables

00:55: effective monitoring of key user interaction for better insights.

01:04: Fellow fellow fellow.

 

Note: By default, Fello provides 1 free Segment Watch per user for Professional and Team plans. To watch more segments, you can contact support to purchase the Segment Watch addon. 


To start watching a segment: 

  • Click the More (3-dot) icon near a segment.
  • Select Watch.


Tip: If you can’t find your segment from the left sidebar because it’s hidden, click Manage near the Segments section to view a list of all your segments and manage them from there.


You will now receive notifications inside Fello when contacts are added to this segment.
You will also receive a daily email summary of contact activity in this segment.


To unwatch a segment, follow the same steps as above and select Unwatch.

Note: Watching or unwatching segments is user-specific, and does not apply to all users in your account. 

 View Details

 
To view a segment’s details such as its filters and the amount of contacts that are in it: 

  • Click the More (3-dot) icon near a segment.

  • Select View Details. 

View/Hide Segments

You can choose to hide segments that you don't want to appear in the Contacts list page. To do this: 

  • Click Manage near the Segments section.

  • Toggle the View column as required. 

     

 Delete Segments

To delete a segment:

  • Click the More (3-dot) icon near a segment.
  • Select Delete.

Warning: When a shared segment is deleted, it will be deleted for every user in your account. 

  • Click Delete again in the popup that appears to confirm.

Your segment has been deleted. 

Note: You cannot delete Standard segments.