Hello!
I would like to see under “Contacts” a column for “Segments (lists)” as a header. (i.e. Name, Email, Phone, Create Date, Segments (lists)).
Clicking the + and trying to search “Segment” or “Lists” didn’t come up with anything.
I’m trying not to have to go into each individual contact to see if I have assigned them a Segment (list) if at all possible.
Thank you for your help!
Nick
Hi @Nickc0844,
On the contact record layout, there is by default a section in the right sidebar for segment membership.
If you’re not seeing it, you should be able to re-add it: Customize records
When adding cards in the right sidebar, pay attention that there are two tabs to search cards within.
Best regards!
Thank you Karsten. I do indeed see that.
What I really want to see is whether in contacts if are they assigned to a Segment. This would help me know if each of my contacts are categorized into a list. My preference is to keep these segments “static” to begin with.
Hover over CRM
Click Contacts
@Nickc0844 I think you’re approaching this potentially the wrong way. Static segments are not a great way of managing contacts - you probably want to assign them property values in fields, start categorizing them. That way, you can easily filter for contacts who do not have a value for contact type, lifecycle stage, job title etc.
If you do want to approach this with lists, then you can filter by this on the contact index page:
Best regards
