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Help · Connect (CRM)

How to build a list or segment

A static list (people you add) or a segment (rules such as source starts with website-template:rwa-). See who is in it and how many have consent.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

  1. Open Connect → Lists & segments → New.
  2. Choose Static list or Segment.
  3. For a segment, add rules (source, consent, tag, last seen, opened / clicked); for a static list, add people.
  4. Save and check the count of members with consent.

Related guides

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

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