Applies To: All Users

When you are looking to streamline your customer list, create specific groups to access easily by creating segments.

Segments are dynamic lists that can change over time, not a list of particular customers. What defines a segment are it's filters: as customer data changes (purchases made, tags applied, etc) this will cause them to either be included in or removed from particular segments.

Solution Overview

1. Apply one or more filters that you would like to included in your segment

2. Click on Save

3. Click on Create new segment

4. Give your segment a name & optional description

5. Click on Create segment

Step 1. Apply one or more filters that you would like included in your segment

Not sure how to apply filters? Click here.

Step 2. Click on Save

After you've applied your filters, you'll see an option to save the current filters as a segment.

Click on Save

Step 3. Click on Create new segment

Choose "create a new segment" to create a brand new segment. Alternatively, you can save the existing filters on the current segment.

Click on Create new segment

Step 4. Give your segment a name & optional description

You can set a name, description and visibility for the segment.

Give your segment a name & optional description

Step 5. Click on Create segment

Once you're done, you can click "Create Segment" to save it.

Click on Create segment

Unable to save a segment?

If you are unable to save a segment, it's because there are no filters applied. Segments must have at least one filter in order to be saved.

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