Lead Segmentation Overview: #

Tag leads by interest (e.g., “Interested in SEO”) using custom fields for better segmentation.

Access Custom Fields Settings: #

Log in to your aiXios account and on the left navigation menu, click “Settings.” Within Settings, scroll down and select “Custom Fields.”

Create a New Custom Field: #

Click the “+ New Field” button to create a custom field for lead segmentation. Select the field type based on your requirements: Single Line, Multi Line, Dropdown, or Checkbox. Choose “Dropdown” if you want to offer predefined choices (e.g., SEO, PPC, Social Media, etc.). Choose “Text” if you want to allow free-form input.

Set Up and Use the Field: #

Configure the field type and options based on your selection. Once configured, save your custom field settings. Add this custom field to your form or survey. Based on the user’s selection in this field, use workflows to apply relevant tags (e.g., “Interested in SEO”) for better contact segmentation.