How do I create a segment?

Organize your customers into easy-to-access groups 

To create a new segment:

1. From the main Customers page, click the + Segment button.

2. From here, apply the relevant filters.

3. Click the Save button once you've applied all of your filters.

4. Select a Name, Description, and Visibility for this segment and click Save.

5. When you return to the main Customers page, you will see this newly saved segment under the Created By Me section. 

For more information:

• How to apply filters
• Calendars, dates, and advanced filtering
• How do I edit a segment?