Overview 

With Client Segmentation, you will be able to

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• Practice managers have complete control over client segments in the Practice settings -> Client segmentation tab. They can add, view, edit, and delete segments as needed.
• Practice managers can customize client experiences by turning on or off specific modules for each client segment, ensuring tailored interactions.
• In the Workbench, practice team members can easily see the designated client segments for each client, facilitating efficient client management.
• Clients' experiences can be personalized by assigning them to the appropriate segment directly from the Workbench. This can be done by clicking on the three action dots at the end of a household, selecting Client segmentation, and assigning the desired segmentation.
• The system allows users to filter households based on their segments using the client filter, making it effortless to work with specific client segments according to their requirements.

To see this in action, watch the short video below:

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1. Navigate to Client segments and set up your segments and the applicable modules and surveys. 

2. Assign . Navigate to a client profile using the global search at the top of the site. On the client profile Household Summary page, assign your household to a segment using the three action dots> Client segments segmentation, and assign a segment. 

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3. Filter your clients by their segmentation using the Filer. 

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 Further reading: 

To learn more about how you can segment your clients in a bulk change read here, How can I segment my clients in a bulk change?

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