How To Create A Customer Segment

 

 

This article will walk you through the steps involved in creating a Customer Segment, start here:

 

Step 1: In the Customer Segments tab on your dashboard, choose Segments and click on Create New Segment.

 

Step 2: Enter a Segment Name as desired and move on to the next step.

 

Step 3: Now you’ll be required to choose the user base for this segment based upon targeting properties.  

 

  1. Click on Add New “And” Condition to include users who meet ALL of the targeting properties. Click on Add New “Or” Condition to include users who meet ANY of the targeting properties.
  2. From the drop down menu, start creating targeting properties as required by you.
  3. Add as many properties you want. The segment will be created based upon the conditions and properties set by you.

Customer Segment

Note: After creating a segment you can’t change the conditions. However, you can delete an existing segment.

 

Step 4: Click on Save This Segment to complete the process.

 

Click here to know more about How To Create A Customer Lifecycle