The Cohorts page is built to help you segment and manage groups of phone numbers. This functionality is essential for organizing customer groups for targeted outreach, analysis, and segmented campaigns.

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Key Features

Create New Cohorts

Initiate new groups by clicking the “Create New Cohort” button, which opens a user-friendly modal for easy setup.

View Cohort Listings

Access a detailed table that displays each cohort’s name, creation date, and creator.

Download Cohort Data

Quickly download CSV files containing user data for any given cohort, making it easier to analyze or integrate with other systems.

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Creating Cohorts

1

Open the Cohort Modal

Click on “Create New Cohort” to launch the modal and fill in the required details.

2

Prepare CSV file

Create a CSV file with the required contact information.

Download the sample CSV template to ensure correct formatting.

3

Upload and verify

Upload your CSV file and verify the data has been imported correctly.

4

Submit and Verify

Once the cohort is created, it appears in the list with all relevant information.

Cohorts are particularly useful for tailoring your messaging and outreach to segmented groups based on specific criteria.