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.
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
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.
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.
Step 4. Give your segment a name & optional description
You can set a name, description and visibility for the segment.
Step 5. Click on Create segment
Once you're done, you can click "Create Segment" to save it.
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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