Introduction
Marketing Segment is a dropdown field used to group and classify customer accounts (for example: Wholesale, Retail, etc.).
In Wello, accounts can be segmented in many ways such as status, source, industry, segment, and channel. This helps the business to organise customers properly.
These segmentations can also be used in:
Business intelligence dashboards for reporting
Linking Wello with a marketing solution to run more targeted campaigns
Where is Marketing Segment used?
In the Field Service App (FSA)
Marketing Segment is visible in the customer overview screen when adding new or updating an existing customer.
Please note (for existing customer):
Field users/technician can see the value
The value cannot be changed directly in the field service app
For any updates, you need to contact your manager or admin
In the Portal
Marketing Segments are created and managed in the Portal.
Once a segment is configured, it automatically becomes available as a dropdown option in the Field Service App.
After the segment has been created in the Portal, you can assign it to an account by navigating to: Account Overview tab → More Details dropdown → Marketing Information section → Segment field.
Where to configure Marketing Segments in the Portal
To configure Marketing Segments, go to:
Portal → Settings → Sales → Marketing Segments
From here, you can Add / Edit / Delete marketing segment values.
How to add a new Marketing Segment (step-by-step)
Open Portal
Go to Settings
Click Sales
Open Marketing Segments
Click + Add
Fill in the required details: Organization, Marketing Segment, Visit frequency, descriptions.
Click Save
After saving, the segment will start appearing in the dropdown list in the app and portal.
Fields available under Marketing Segments
Table used: Marketing_Segment
Field | Type | Mandatory | Notes |
Organization | Dropdown | Yes | Default value is ALL |
Segment | Multi-language text | Yes | Segment name shown in app |
Visit Frequency | Dropdown | Yes | Values listed below |
Description | Text area | No | Optional |
Visit Frequency Values
None (default) | Daily Every 2 days Every 3 days Every 4 days | Weekly Every 2 weeks Every 3 weeks |
Monthly Every 2 months Every 3 months Every 4 months Every 6 months | Once a year |
|