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How do I create & use Segments?

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Note: The Custom Segments Feature is available with our Wodify Promote subscription plan. Learn more about our pricing tier options.

 

Segments are lists of people that match a set of Athlete, Lead, and/or Demographic rules that you define.

It empowers your gym to create customized groups of people that can be used as part of thoughtful and targeted communication plans.

Creating Segments is quick and easy. In the process, you will work through 3 tabs to customize your Segment: 

  1. Segment Settings (Name, Description, Update Settings)
  2. Rules Engine (your defined criteria)
  3. Included People (folks that match all of your added rules criteria).

Start a New Segment
Well, you gotta start somewhere...

  1. Select People
  2. Select Segments
  3. Select + New Segment in Top Right Corner

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Segment Settings
Define the basic details of your new Segment...

  1. Name your Segment
  2. Give your new Segment a description (optional)
  3. Choose an Update Option for your Segment:
    • Auto Update
      • This will allow the segment to automatically updates its included people based on the Rules Engine criteria.
    • Lock
      • This will allow the segment to include a fixed set of people, based on the Rules Engine criteria, only updated when saved.

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Rules Engine

Now the fun part, start adding one - or more - rules to define your Segment!

  1. Select the Rules Engine Segment Tab
  2. Select the People Rules - All Athletes & Leads, Just Leads or Just Athletes
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  3. You can keep this list as is, or Add More Rules from the Left-Hand Segment Rules Menu


Included People

Added your Segment's rules? Great! Now see the list of people who match your rules.

  1. Select into the Included People Segment Tab

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Additional Features:

  • You may manually remove specific people from the Segment by selecting the Exclude action
  • People manually excluded will be shown in a new list called Excluded People
  • You can then move people back to the Included People list by clicking the Restore action

TIP: The word about in the "about # people" label is an emphasis on the fact that the Included People count for each Segment may change when updated or used

 

Great, now how do I use Segments I’ve created?

Segments are currently integrated with Wodify’s new Conversations feature so you can create custom distribution lists to deliver targeted communication. For more information on creating Conversations, see this help article:

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