To create a segment, you’ll need to apply an attribute or an action that reflects the criteria for the contacts you wish to group. This enables you to filter contacts based on their interactions and behaviours pulled from your Street CRM. This guide will breakdown these options for you.
Using the ‘Select attribute or action’ dropdown, you can define your segment by choosing from two main categories:
- Attributes about a person
- Something someone has or hasn’t done
These categories are further broken down into the following options:
Attributes about a person -
- Any contact based upon:
- Email marketing preferences
- Correspondence address
- Homeowners based on:
- Property status
- Property type
- Property style
- Property sales valuation price
- Property lettings valuation price
- Property valuer
- Property sales listing price
- Property lettings listing price
- Property bedrooms
- Property branch
- Property address
- Landlords based on:
- Lettings service level
- Tenancy end date
- Tenancy start date
- Tenancy status
- Tenants based on:
- Tenant address
- Tenant service level
- Tenancy start date
- Tenancy end date
- Tenancy status
- Applicants based on:
- Applicant status
- Applicant branch
- Buying position
- Letting position
- Financial position
- Property preference
- Property interest
Something someone has or has not done -
- New contact:
- New contact in Street CRM
- Leads:
- Instant valuation completed
- Lead capture report viewed
- Valuation:
- Valuation lost reason
- Sales Valuations:
- Booked a sales valuation
- Cancelled a sales valuation
- Completed a sales valuation
- Lost sales valuation
- Missed sales valuation
- Did not respond to sales valuation
- New sales instruction
- Sales Viewings:
- Booked a sales viewing
- Cancelled a sales viewing
- Completed a sales viewing
- Missed a sales viewing
- Sales:
- Published a sales listing
- Made a sales offer
- Sales offer accepted - Owner
- Sales offer accepted - Applicant
- Exchanged contracts on a sale
- Exchanged contracts on a purchase
- Completed a sale
- Completed a purchase
- Lettings Valuations:
- Booked a lettings valuation
- Cancelled a lettings valuation
- Completed a lettings valuation
- Lost lettings valuation
- Missed lettings valuation
- Did not respond to lettings valuation
- New lettings instruction
- Lettings Viewings:
- Booked a lettings viewing
- Cancelled a lettings viewing
- Completed a lettings viewing
- Missed a lettings viewing
- Lettings:
- Received a lettings offer
- Made a lettings offer
- Sales & Lettings Valuations:
- Booked a sales & lettings valuation
- Cancelled a sales & lettings valuation
- Completed a sales & lettings valuation
- Lost sales & lettings valuation
- Missed sales & lettings valuation
- Did not respond to sales & lettings valuation
- New sales & lettings instruction
- Email:
- Received email
- Opened email
- Bounced email
- Marked email as spam
Once you feel confident in your understanding of the attribute and action events, you can move on to setting up your segmentation groups. For more information on how to set up a segment, click here.