In Papo (https://papo.global/), you can create Segments by saving custom contact or conversation filters for reuse. These segments are dynamic lists that automatically update based on criteria such as tags, Lead Score, or activity, allowing you to quickly find and engage specific customer groups for marketing, sales, and support actions.
Instead of managing static contact lists that quickly become outdated, segments ensure you're always working with the most current information. For example, if a contact receives the "Hot Lead" tag, they are automatically included in the corresponding segment, without you needing to make any manual updates. This makes your campaigns more precise and your sales team more efficient.
What are Segments and what are they used for?
In practice, a segment is a saved search. You define a set of rules (filters), and the platform displays, in real-time, all contacts or conversations that meet those rules. This eliminates the repetitive work of applying the same filters multiple times or exporting spreadsheets to organize your database.
The main purposes of segments are:
- Targeted Marketing: Send WhatsApp or email campaigns to specific audiences, such as "customers inactive for more than 90 days" or "leads who requested a quote in the last month."
- Sales Prioritization: Help the sales team focus on the most promising contacts, such as those with a high Lead Score or who have the "VIP Customer" tag.
- Support Organization: Create personalized inbox views for different teams, showing only the conversations or contacts relevant to each area of operation.
- Data Analysis: Understand the composition of your customer base, identifying, for example, how many contacts came from a specific campaign or belong to a particular market niche (CNAE).
How to create a Segment in Papo
The process for creating a segment is simple and involves defining your criteria, applying the filters on the platform, and saving this combination for future use.
Step 1: Define filtering criteria
Before going to the platform, think about which group of contacts you want to isolate. Papo offers a wide range of filters that can be combined to create very precise segmentations.
| Filter Type | Example Criteria | Practical Use Case |
|---|---|---|
| Tags (Labels) | "Hot Lead", "Requested Quote", "VIP Customer" | Create a contact list for a sales campaign or for priority follow-up. |
| Lead Score | Score greater than 3 stars, AI-defined score. | Identify contacts with the highest purchase probability for immediate sales team outreach. |
| Custom Attributes | "Contracted Plan" is "Gold", "Last Purchase Date" is within the last 30 days. | Send an upgrade offer to customers of a specific plan or a repurchase campaign. |
| Contact Data | Lead source (e.g., CNPJ Extractor), city, name. | Segment contacts who came from a specific source for a personalized approach. |
| Activity and Dates | "Last conversation date" is older than 90 days, "Creation date" is today. | Create re-engagement campaigns for inactive contacts or welcome new leads. |
| Company Information | CNAE, state, size (for B2B contacts). | Prospect companies in a specific sector or region with a targeted offer. |
Step 2: Apply filters on the platform
With the criteria in mind, the next step is to apply them to your database.
- In the Papo dashboard, access the Contacts section.
- Use the search and filter tools to apply the rules you defined. For example, you can select the "Quote" tag and then add a second filter for "creation date within the last 30 days."
- As you add filters, the contact list is instantly updated to show only those that match all selected conditions.
Step 3: Save the filter as a Segment
After applying the filters and verifying that the contact list is correct, you can save this view to access it again with a single click.
- Look for the option to save the filter or create a new segment, usually located near the filtering tools.
- Give your segment a clear and descriptive name, such as "Hot Leads - Last 30 days" or "Customers to Reactivate - SP". A good name helps the entire team understand the purpose of that group.
- Save the segment. It will be available in a list of saved segments to be accessed at any time.
Step 4: Use your saved Segments
Once created, segments become a powerful tool in various Papo modules:
- In the CRM (Contacts): To quickly view work lists for the sales team.
- In the Bulk Sender: As a target audience for your WhatsApp campaigns.
- In Email Marketing: To select recipients for an email marketing campaign or an automation sequence.
- In Reports: To analyze the performance and characteristics of specific groups of customers and conversations.
Frequently Asked Questions (FAQ)
What is the difference between a Segment and a static contact list?
A static contact list is a "snapshot" of a moment: once created, it doesn't change unless you manually edit it. A segment is dynamic: it updates automatically. If a new contact meets the filter criteria (e.g., receives a specific tag), they will be added to the segment. If a contact no longer meets the criteria, they will be removed.
Can I combine multiple filters into a single segment?
Yes. The strength of segments lies precisely in the ability to combine multiple criteria. For example, you can create a segment for "Contacts with a Lead Score above 4 stars, who are in the state of São Paulo and have not had interaction in the last 15 days."
Are segments updated in real-time?
Yes. This is the main advantage. As soon as a contact's data changes (e.g., a custom attribute is updated or a tag is added), their relevance to a segment is re-evaluated, and the list is updated in real-time.
Where can I use the segments I created?
You can use your segments to filter your view on the Contacts screen, select the audience for a campaign in the Bulk Sender or Email Marketing, and also to generate specific reports about a particular group of customers.
Can I create segments based on custom fields for my business?
Yes. Custom Attributes are one of the most powerful tools for segmentation. You can create fields like "Contracted Plan" or "Last Purchase Date" and use them as criteria in your filters to create extremely specific segments for your business model.
Is there a limit to how many segments I can create?
For detailed information on account limits and plan features, please consult the official documentation or pricing information on the Papo website.
Read also
- How to Use Custom Attributes to Segment Automations and Campaigns
- How to use Lead Score to focus on your hottest contacts?
The first user is free for you to validate the complete flow.