> For the complete documentation index, see [llms.txt](https://releases.extraaedge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://releases.extraaedge.com/release-1.45/6th-may-2020/segmentation.md).

# Segmentation

### **Counselor/Admin level Segmentation for all customers**

{% hint style="success" %}
 With this new feature now we can run a segment for counsellors and administrators depending on the next action date and lead activity. Without logging into the platform counsellor will get the idea of what needs to be done.
{% endhint %}

 **Why it matters:**

* This Feature addresses the common issue of not getting any action related updates without logging into the platform. The counsellor and admin will get Reminder SMS/Email communication for their next activity & milestone.
* They will also get Escalation SMS/Email communication if the missed any activity. Notification will be given to user by SMS/Email depending on lead status. 

**How it works:**

      Communication Type can Only Email, Only SMS, or both Email or SMS.   

###   **Dependent Segmentation added for all users**

{% hint style="success" %}
With this new feature, now we can run a dependent segment for leads. Previously there was no communication fired to the lead after the first segment’s response. Now with this feature counsellor can run a segment depending on the previous segmentation responses up to level 3. I.e. Three dependent segments can be added depending on the responses received by Email/SMS communication.
{% endhint %}

**Why it matters:**

This Feature enhances our existing segmentation feature for better automatic lead management using updates and communication triggers run by the dependent segment.

  **How it works:**

* Like existing segmentation, the dependent segment also gives two ways **:**

              1\. Immediate communication 

               2\. Number of Occurrences 

* Add, Edit, Remove these operations can be performed on dependent action. Currently, Email/ SMS communication is Considered for this feature.
* Refer to the screenshots for more details.

**Add dependent segment -Action 1** 

![Add dependent segment -Action 1 ](https://lh5.googleusercontent.com/iZemmZVPFD33MKqQ7oEHtAnDrGpm_emiPzB1P47m6GM3EPDSVbOZ5X6Ll38tRspuF9paWKuL_J8xw_77fVoEekcHTiPS0BgP-Ek-m803eb4uMasWDiPrW8vGQk1nuWJmxZ7bdpVG)

 **You can add Action up to level 3**

![Add dependent segment -Action Level3 ](https://lh6.googleusercontent.com/ixgH4qhXB5xOnUko8LSayFUfU2OPJmWHz8LhaQOp8e1JXQyitQCvP6-YbmCTs5TIhMKfHI7y6RZDwIM9Eip2EfiUYujZaGvzP4wStIglc81goX3cuduEnHt8Vh5yYC-zKiiXTpYv)

 **Edit Dependent Action :**\
 Refer above S.S 

**Remove dependent Action :**\
Refer above S.S.

Click on Remove Action. As it is dependent Removal flow Action 3->Action 2-> Action 1.