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  3. Organizing, Filtering & Searching for Customers

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, scroll to find the + button and click it to get started.

2. From here, apply the relevant features.  

3.  Click the Save button.

4. Select a name, description, and visibility for this segment. Click Save.

5. When you return to the main Customers page, you will see this newly saved segment.

For more information: