Segments by Exly helps you to send targeted, high-converting communications to your customers and new leads. It allows you to keep a specific set of customers who you know will lead to higher conversions updated with all the latest information about your business and offerings and thus earn more revenue. 

How to use the Segments tool on Exly?

Follow this step-by-step guide to use the Segments tool on Exly:

Step 1: On the Creator Tool page, scroll down to the Customers menu, and click on Segments. 

Step 2: On the right side of the page, you will see a list with two tabs - Customers and Leads that are further segregated into six and two segments respectively. 

Step 3: Under the Customers tab, your customers are divided into six segments based on their purchasing behavior and how they engage with your offerings. These segments are further segregated into the number of customers, bookings per segment, revenue, total WhatsApp messages sent, Average WhatsApp open rate, Total emails sent, and Average Email open rate. 

Step 4: As for the data under the Leads tab, the segments are further divided into Leads, total WhatsApp messages sent, Average WhatsApp open rate, Total emails sent, and Average Email open rate. 



Step 5: Now, when you want to directly send WhatsApp messages and emails to your customers and/or leads from a specific segment, you can do so by clicking on the desired icon. 

Step 6: Lastly, there’s also an Action tab with a three-dot menu where you can see the conditions set for each segment as well as all the previously sent communication (messages and emails) to a specific segment. 


Segmentation helps you plan your campaigns and communication in the most efficient way possible.