Create Segmented Lists in the CRM, use them in the Inbox
Your Inbox, (which lives under Home > Inbox) now displays your Customer Segmented lists at the top, allowing you view just the message threads of those individuals in that segmented list.
Segmented lists can be created from your CRM (click Customers > Customer List > click the blue 'Customer Segmentation' button > add your filter criteria > name the list and save it. After we save a list, it appears at the top of our CRM next to 'All customers'.
Below, on the left, in our CRM, we've selected a segmented list at the top. This list filters our customers for only those with expired memberships. To the right, we have our Inbox with that same segmented list selected.
And voila, we can now see our most recent conversations with just these individuals.
From the inbox, we can message them individually, or, perhaps most importantly, we can message this entire segment at once, using 'Contact Customers'.
This button allows us to write one message to everyone, that then sends separate threads of the same message to everyone individually (like in email, when we use 'bcc').
In my Inbox, how do I change the order of my Segmented Lists?
To change the order you see these segmented lists displayed at the top of your Inbox, click this settings wheel icon to the right, then drag them around.
What other filter options does the Inbox have?
A few more exist to prevent messages from slipping through the cracks, and help you batch your responses efficiently.
At the top of your inbox you'll find checkboxes for 'Unread' -- to help you catch every message that arrives, and 'Not responded' -- to help you remember to respond to those you've already read but haven't replied to.
At the bottom, a blue Filters button allows you to view 'manually sent' messages (like one off messages), 'transactional', (like confirmation messages), and Sequence messages -- any message sent from your Marketing Sequences.
You can also sort messages from newest to oldest and vice versa.
