There might be times when you've designed a segment in Salespanel.io with multiple filters and want to create a similar segment without starting from scratch. In this guide, we'll show you how to clone a segment in Salespanel.io, making it easy to modify and reuse your existing segments.
Checkout this help video: https://www.loom.com/share/3a5d1ad20f6e4addb03854d75cba9aaa
Step-by-Step Guide:
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Open the segment you want to clone: Log in to your Salespanel.io account and navigate to the segment you wish to clone. Click on the segment to open it.
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Access the segment options menu: Once the segment is open, locate the menu icon (three vertical dots) on the top-left corner of the screen, next to the segment name.
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Clone the segment: In the segment options menu, click on the "Clone" option, which is located right below the "Edit" option. This action will create a new cloned segment.
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Rename and edit the cloned segment: Upon clicking the "Clone" button, you'll be redirected to the edit screen for the new cloned segment. The cloned segment will have the same title as the original segment, with "Clone" appended to the end. You can rename the cloned segment by editing the title.
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Modify the filters: Now you can modify the filters for the cloned segment, make your changes in the edit screen.
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Save the cloned segment: After making any necessary changes, click the "Save" button to save the cloned segment.
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Verify the cloned segment: Return to the segment list view in Salespanel.io, and you should see the cloned segment alongside the original segment.
Cloning a segment in Salespanel.io is a quick and easy way to create similar segments without starting from scratch. By following these steps, you can efficiently clone and modify your segments, making it easier to manage and analyze your leads. If you have any questions or need further assistance, feel free to reach out to our support team.