How do I create a task for a specific segment?

Create a task for a specific segment

You can create tasks specifically to coordinate outreach to a specific segment of customers. 

  1. Click on Create Task on the segment you want to contact 

2. You'll be brought to a new task, with the following fields autofilled as follows:

Title: Contact customers from [Name of Segment: Day Created]
Segment: A link to the list of customers to be contacted
Tags: Outreach
Assignees: The creator will automatically be assigned

You can add a due date and edit any of these details from here.