Hey all π
Does anyone know if it's possible to create dynamic segments in FluentCRM based on bookings in Fluent Booking?
For example, it would be really useful to be able to create a dynamic segment of contacts who attended a specific webinar (booked via Fluent Booking) so we can send them an email notification when a recording of the webinar is available
I don't think there is a way to create a dynamic segment on the fly. You would need to first integrate the booking with the CRM and apply the users to a list or tags. Based on that information you could create a Dynamic segment.
Yeah I think that will have to be the way to go, thanks Ryk Melck! Just trying to avoid having a huge (and continually growing) number of tags for all of our contacts, but this will have to do for now π
I never use dynamic segments. But maybe that's why I have a lot of tags and lists. What's the use of dynamic segmentations?
Assaf Manor you can use data associated with contacts that update in real time. For example, you can create a dynamic segment for all contacts that have a specific country set - let's say United States for example.
Whenever any contact has their country set to United States, they'll automatically be added to the dynamic segment. And if a contact has their country changed from United States to something else, they'll be automatically removed from the segment.
Here's the docs on the FluentCRM website π