How to build segments of customers
Learn from this article about:
Start with smart or featured segments
Smart segments are the most common segments ready and set to use. It is possible to copy a smart segment and edit it further, export it, see its customer profiles or segment insights. Go to the Smart Segments tab and start browsing.
Featured segments are segments customized for each client. If you do not see featured segments set for your instance, please contact administrator.
Segments: create, export, customer profiles, insights
Go to the Custom Segments tab to create segments of customers.
|Create a segment||
A segment is a group of customers with the same attributes (characteristics). Start by clicking on the Create Segment button.
Each attribute & conditions narrow 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.
See the summary of your segment in a natural language.
Choose your preferred export destination, export your segment or schedule an export.
Exported data will be only for customers that have matching mandatory attributes defined for export to these destinations. In the example below, 57 customers will be exported to the CSV file out of all segmented customers.
Remember: It is possible to set the export only for the current customers that are segmented.
Learn more: about exporting segments from these articles.
The segment preview shows the preview of segmented customer profiles. Click on an individual customer to reveal more details.
Learn more: To learn more about customer profiles from this article.
The Insights tab shows a set of insights predefined by analysts. Insights contain attributes and conditions calculated explicitly for the segmented audience.
Learn more: Learn more about insights here.
|Manage segments with tags||
Segments can be managed and organized in the Segments tab with a system of customizable tags.
Practical examples, tips and more