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How do I turn an import into a segment? [Admin feature]

Create a segment of a recent import of customers

When you import new customers into Endear, you may want to also create a segment of customers just from this import. Here's how. 

 

1. As you're importing, make note in the Finalize stage of the automatic tag that Endear generates on your import. All customers who are imported will have the tag "csv import yyyy-mm-dd". You can choose to remove this tag, or add your own, but you'll need at least one tag in order to create a segment. 

 

2. Once your customers are imported, you can create a segment using the tag from your import. Click on the All Customers segment, then click on Filters > Tag > Is... and then search for the tag you applied to your import of customers. 

Screen Shot 2021-05-21 at 11.39.28 AM

 

3. Once you've applied the tag filter, you can continue to filter down even further if you so choose. Otherwise, click Save to create your segment. It will now appear in your Created by Me section. 

Screen Shot 2021-05-21 at 2.04.59 PM