Easy Steps to setup Segmento

You can also watch the video guide for a complete Segmento setup - https://video-faq.viasocket.com/demo/cm66er2h105boxl0iftwotzmr

1. Log in to the MSG91 panel.

2. Select Segmento.

Once you select Segmento, you will be directed to the Segment dashboard. On the top-left bar, you can access the default phonebook associated with your account. Upon clicking it, you will have the option to either upload your data into the default phonebook or create a new phonebook as needed.

For optimal organization and management, it's recommended to use the Default phonebook. Using the Default phonebook allows you to manage events and segments for all your contacts in one place, helping to avoid duplicates.

Next, After Selecting the phonebook, click on Column Settings to add custom fields. Select the ones you need, and if you want to add something different, click the Add Column button. Enter the field name and type, then click Add to include it.

After setting the column settings, you'll see an option to add contacts in the dashboard. Select this to upload all your contacts into the phonebook for effective management. When you click Add Contacts, you'll be able to upload your contacts seamlessly.

you can choose to upload a CSV file

either add contacts through an API

or sync contacts using third-party integrations like Zapier and Pabbly.

After uploading the contacts to your Segmento phonebook, match the columns with the attributes in your segmento phonebook using the mapping dropdown.

By following these simple steps, you can quickly set up your Segmento account with MSG91 and upload your entire database effortlessly with just one click.