How to build segments of customers

Learn from this article about:

Start with smart segments or featured segments

Segments: create, export, customer profiles, insights

Practical Examples

A segment is a group of customers with the same attributes (characteristics). Start by clicking on the Create Segment button.

Each attribute & condition narrows the segment result. Start adding conditions by clicking on the Add Condition button. 

Search for attributes from the drop-down list, add conditions to narrow your search further.

Click on the Save Conditions button to apply your changes. 

Remember: if no conditions are selected, segmented will be 100% of customer database. 

 See the summary of your segment in the side panel. It is also possible to:

-assign to segment tag in order to manage segments in the Segments tab, 

-drop a note, 

-view customer profiles for this segment. 

Insights contain attributes and conditions calculated explicitly for the segmented audience. 

Learn more: Learn more about insights here.

Export segment or schedule an export to a destination. 

Exported data will be only for customers that have matching mandatory attributes defined for export to these destinations (listed under "Exportable").

 Learn more: about exporting segments from these articles.