Segments - Removing leads from segments based on the calendar

In this example, you have a meeting calendar created in SprintHub, and you want to include in segments the leads who schedule a meeting, the leads who attend the meeting, and those who do not attend. In addition, you want these leads to be removed automatically if they no longer fit that segment.

For this strategy, we will use SprintHub Calendar and Segments.

Follow the tutorial below:

• First, we will create the calendar. To learn how to create a calendar, click here.

Next, we will create the segments: Scheduled Meetings, Attended the meeting, Did Not Attend the meeting.

1 - Access Segments

2 - Click +New, add a Name: Scheduled Meetings.

3 - In the Filters tab, choose the following filter: “Does the lead have a scheduled meeting? >> YES >> And indicate the calendar.

4 - Select YES for the option “Remove leads that no longer meet the filter?”

This feature ensures that leads who no longer have a meeting scheduled in this calendar are automatically removed from this segment. Click Save and Close.

Now let’s set up the next segment: Attended the meeting.

Repeat steps 1 and 2, and in the segment Filter tab, click +New and add the filters:

• Click +New Filter and add the filter “The lead attended a meeting” >> Yes and indicate the calendar.

• Select YES for “Remove leads that no longer meet the filter?”.

Click Save and Close

Finally, let’s create the last segment: Did Not Attend the meeting.

Repeat steps 1 and 2, and in the segment Filter tab, click +New Filter and add the filters:

• Click +New Filter and add the filter “The lead did NOT attend a meeting” >> Yes and indicate the calendar.

• Select YES for “Remove leads that no longer meet the filter?”.

Click Save and Close.