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Build a saved, auto-updating group of customers or leads to target with marketing campaigns.
A segment is a saved group of customers or leads you can target with marketing campaigns. Choose who belongs by setting filters — location, services, spend, lead status, and more — and CleanOps keeps the membership up to date as your data changes.
Before you start: sign in to the CleanOps mobile app with an account that can manage marketing (an operator/employer account).
From the bottom navigation, open More, then Marketing, then Segments. The list shows each segment as a card with its Audience Type (a Customers or Leads badge), Audience, Location, linked Campaigns, and Create Date. Use the search field, filter icon, or plus icon from this same screen.
The Segments list in the mobile app.
Tap the + icon. The Add New Segment sheet opens. Under General Info, enter the required Segment Name and, if useful, a Description. Choose Customers or Leads under Audience Type before you set the lower filters.
The Add New Segment sheet starts with General Info and Audience Type.
For a customer segment, use State, City, ZIP, Country, Address contains, and Coverage radius (miles) to narrow the audience by place. Every location field is optional. Leave a field blank when it should not affect membership.
A customer segment narrowed to one state.
Keep Customers selected to use the customer filter set. Under Service Details, choose Surfaces chips such as SIDING, PATIO, ROOF, CONCRETE, DECK, and DRIVEWAY; set Summary Area ranges; and choose Complexity. Under Finances and Time, narrow by Average Receipt, Average Duration, and Jobs period.
Customer Service Details filters in the mobile segment sheet.
Tap Create Segment. CleanOps computes membership and returns to the Segments list, where the new card appears with its audience type, audience size, location, campaign count, and create date.
The saved customer segment appears in the list.
Tap the segment card to open its detail screen. The audience type appears as a label at the top, next to the Created date. The Segment Info tab lists the filter values you saved — for a customer segment that’s Description, Surfaces, Total Area, Complexity, Average Receipt, Average Duration, and Jobs Period (filters you left blank show a dash). Location filters aren’t repeated on this tab; they show on the list card and on the Overview map. Use the tabs to switch between Segment Info, Overview, and Related Campaigns.
The Segment Info tab for a newly saved customer segment.
Open Overview to check the computed Audience count and, for customers, Total Revenue. When no matching members have mapped addresses, the map area reads No mapped locations yet.
A customer segment with no mapped locations yet.
Use the pencil icon to edit filters quickly, or open the three-dot menu for Edit, Duplicate, Refresh Membership, Archive, and Delete. Archived segments show Unarchive here instead. Mobile manages these actions from the detail screen; the list cards open the segment rather than showing separate row action icons.
The mobile segment action menu.
If Audience is 0 or lower than expected, edit the segment and remove filters that are too narrow. For example, changing the demo customer segment to only State: NY recomputed membership to 11, updated Total Revenue to $2,825, and populated the map.
After widening filters: 11 customer members and a populated map.
To target leads instead of customers, set Audience Type to Leads. The lower form changes to lead filters: Status (New, Contacted, Scheduled, Qualified, Unqualified, Lost), Source, Next Action (Contact Lead or Schedule Visit), Creation period, and Next step period. Tap Create Segment when the filters are set.
The Leads filter set in the mobile segment sheet.
A Leads segment’s Segment Info tab lists lead-specific filters such as Status, Source, Next Action, Creation period, and Next step period instead of the customer service and finance filters.
A Leads segment showing Status, Source, and Next Action filters.
On Overview, a Leads segment shows Audience and Conversion instead of customer Total Revenue. Leads usually do not have mapped job addresses, so the map area can still read No mapped locations yet even when the segment is useful for campaigns.
A Leads segment overview with the Conversion KPI.
Customers filter by location, surfaces, complexity, area, average receipt, average duration, and jobs period. Leads filter by status, source, next action, creation period, and next step period. Switching Audience Type swaps the filter set, so check this before saving a new segment.
Back on the Segments list, type into Search segments… to filter cards by name as you type. Search works alongside the filter sheet, so you can search within Customers, Leads, archived records, or a location/date subset.
Searching the mobile segment list by name.
Tap the filter icon to open Filter & Sort. Mobile groups list controls into one sheet: Sort by, Audience, Location, Date, Include archived, and Apply Filters. Use Reset to clear active filters.
The mobile Filter & Sort sheet.
Open Audience in the filter sheet and choose All, Customers, or Leads. Apply the filter to show only that audience type in the segment list.
Audience filter choices: All, Customers, and Leads.
Turn on Include archived in Filter & Sort, then tap Apply Filters. Archived segments are included in the list and can be opened from their card; the detail menu offers Unarchive instead of Archive.
Include archived enabled in the mobile filter sheet.
The web Segments page has checkbox bulk actions for archive and delete. The mobile app does not expose a bulk-selection bar; archive, unarchive, duplicate, refresh, or delete one segment at a time from the segment detail menu. A segment used by an active campaign should be archived instead of deleted.
Your segment is saved, its membership is computed, and CleanOps keeps it current as customers, leads, jobs, and filters change. Use it as the audience for a one-time campaign or an automation campaign, and return to the detail screen whenever you need to check size, map coverage, or filters.
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