Easy Steps to setup Segmento

🎥 Prefer video? Watch our full Segmento setup guide here: - https://video-faq.viasocket.com/demo/cm66er2h105boxl0iftwotzmr

Step 1: Log in and Access Segmento

• Log in to your MSG91 panel.

• Select Segmento from the menu.

Once you enter Segmento, you’ll land on the Segment dashboard.
At the top-left, you’ll find your default phonebook. Click on it to either:

• Use the default phonebook, or

• Create a new phonebook as per your requirement.

Step 2: Use the Default Phonebook (Recommended)

We suggest using the Default phonebook to manage all your contacts and events efficiently. It reduces the chances of duplicate contacts and simplifies segmentation.

Step 3: Customize Columns

Click on Column Settings to add or modify fields:

• Select from existing fields.

• Or click “Add Column” to create custom fields.

Enter your field name and select the appropriate type. Then click Add.

Step 4: Add Contacts

Click on Add Contacts to start uploading your contacts into the phonebook.

You can add contacts in any of the following ways:

➕ Upload CSV

🔄 API Integration

🔌 Third-Party Sync (e.g., Zapier, Pabbly)

After uploading, map the columns to the correct attributes using the dropdown provided.

🆕 Step 5: [Optional] Set TTL (Time-to-Live) for Known Contacts

Now you can choose to auto-delete known contacts from a phonebook after a set number of days.

🔧 How to Enable TTL:

1. While creating or editing a phonebook.

2. Set a numeric value (in days) for how long the known contacts should remain.

For example: "known_expiry": 5

This will automatically remove known contacts after 5 days.

⚠️ This feature is disabled by default. You must manually configure it in the segmento section if you want to enable it.

✅ You're All Set!

By following these steps, you can quickly configure Segmento, upload your entire contact database, and now even manage automatic contact expiry to keep your data fresh and relevant.

📩 Need Support?
Reach out at [email protected]