Adding Web Segment Membership

To add web segment membership:

1.    Select a committee from Committee Central, a chapter from Subgroup Central, or a company (employer) from CRM360 with current, past, and future members/employees (see Creating a New Individual, Adding a New Committee Member, or Adding Members to a Subgroup for more information).

2.    Next, to access the Segmentation Control screen:

·            For a committee, from the Committee Maintenance task category in Committee Central, click Segmentation.

·            For a company, from the Background Information task category on the CRM360® screen, click the Segmentation Details.

·            For a chapter (subgroup), from the Segmentation task category on the Subgroup Central screen, click the Maintain Segmentation.

Before creating the chapter (subgroup) as a web segment, make sure that it is linked to a membership product. Refer to Adding Members to a Subgroup for more information.

3.    The Segmentation Control screen displays.

4.    Regardless if you are creating a web segment for a committee, chapter (subgroup), or company, select the Make this Customer a Web Segment tab, as highlighted below.

5.    Check the Create Web Segment checkbox, as highlighted below.

6.    The following fields are now enabled:

·            Segment Rule Code.

·            Qualifier 1 and Qualifier 2

·            Description

·            Can Create Segments

7.    Click Save.
Now, you can assign a group manager to the committee, company, or subgroup that you previously set up for segmentation.