Getting started
In this section, we will talk you through the basics of how to set up a segment.
👫 Setting up your Segment
✨ Getting started
You can create a new segment by entering the Segments section of the CRM menu or if you're already in an activity you can create a new segment right there and then.
✍ Naming your Segment
As obvious as it sounds, make sure that the segment name reflects the Segment that you've created. In many cases, you can re-use your segment and in order to easily find it again, you have the option to search for the segment name.
📏 Defining the rules
The basic structure of a segment is created by adding one or multiple rules/groups of criteria (also known as Segment Fields) combined together with an AND/OR logic. This will filter out one or more players from the remaining player base and form your desired segment.
Click on the link below to read more about some of the more commonly used rules used for setting up segments.
Segment Fields
/knowledge-base/ft-crm/segments/segment-fields
🧮 Segment Count & Segmentation Tool
When creating or editing a Segment, you can check how many players are included in your Segment by looking at the Segment Count:
Additionally, you can also check which players are included in your Segment by using the Segmentation Tool. With this feature, you can search for specific players and also export the list of players to a CSV file:
When exporting a list of players, you can select what values you want to include. You'll have the basic player information and the Segment Fields you've selected for your Segment to choose from.