Dynamic Segments

Create dynamic Segments of contacts and use them throughout Jetpack CRM

Dynamic Segments

The Truth about CRM

It's good practice to store data on your customer relationships.
...but it's GREAT practice to intelligently dissect your stakeholders and act on intel.

Far too many businesses fail to properly organise their CRM contacts and act on them, often because the software is too complex.

CONTACTS

It all starts with Jetpack CRM Contacts.
Segments offer a way to create a dynamic 'group' of contacts

TARGETTING

Use the simple-but-powerful conditions system to create rules for your Segment

BUSINESS ACTIONS

Send out a Mail Campaign, or give the list to your PA to act on

Simple-but-powerful: The Segment Editor

Simple enough to be quick to use, but powerful enough to really filter down your contacts into actionable segments

Use multiple conditions (Has status, is tagged etc.)
Match one condition, or all conditions
Preview your segment as you build it

Segments: Part of the CRM eco-system

Jetpack CRM Dynamic segments are a key part of the CRM eco-system, along with features like tags and custom-fields. Segments are hugely powerful on their own, but connected up to the CRM generally, they're game-changing.

Quickfilters

Dynamic segments work with Jetpack CRM Quickfilters.

Add each segment as a button to your Contact List sidebar, then with one click you can see all of the contacts in that Segment.

View Segment in List View
Can then further dive into data, (e.g. search)
Setting allows you to (optionally):
Add Segment Quickfilters to your Filter Buttons
Mail Campaigns sent out of CRM with Segments

Mail Campaigns V2.0

Jetpack CRM Segments was built as a backbone feature of Mail Campaigns V2.0. This means that as well as the other CRM uses of segments, you can also target your email outreach/campaigns at dynamic segments too!

Email Campaigns to Segments
Track Contacts entering and leaving Segments
Fire Automations on segment-change activities

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync

$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entrepreneur

All CRM extensions, Priority Support

$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns

$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label

$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
30 day money back guarantee30 day Money back guarantee on all purchases.
Mail Campaigns will become part of the Elite Bundle soon. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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Jetpack CRM Feature List
Dynamic Segments Documentation