Create custom segments / views based on Tags

Send mass DMs, surveys and other bulk actions based on custom segments that you can define in Dots.

Creating a view

1. Go to Members tab

2. Click on + New on the top right to create a new segment / view

Click on + New on the top right to create a new segment / view

3. Type the name and description

Type the name and description

4. Select a filter type.

Tags will create segments based on tags you have added to members. You can create segments based on channel membership as well.

5. Type in the tag you want to select.

Type in the tag you want to select.

6. Once selected, click View

Once selected, click View

7. This new view/segment will be visible in the top bar. Click that one to access the members in that view.

This new view/segment will be visible in the top bar. Click that one to access the members in that view.

8. You can select members here to take specific actions

You can select members here to take specific actions

Sending Surveys

You can send out surveys to this segment by clicking "Send Survey"

10. To send out survey, you fill out the Question and the option. You can also choose between different type of questions.

To send out survey, you fill out the Question and the option. You can also choose between different type of questions.

Mass DM

You can mass DM this segment by clicking mass DM button

12. You can use the same parameters to personalize

You can use the same parameters to personalize

Bulk tag members

You also have the ability to bulk tag these members

Bulk tag members

14. Export

You can export the list of Slack IDs or emails by copying or in a CSV.

Export

Delete a view

You can delete a view through the icon.