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How do I create a segment?

Save conditions that pick an audience.

You will have a saved audience you can pick on campaigns.

Before you start

You need the segments write permission.

Steps

  1. Open Marketing → Segments and press New Segment.
  2. Enter a name and description.
  3. Add rules: choose a field, an operator and a value. All rules must match.
  4. Watch "Matches N people" and save.

What you will see

"Segment created." It appears in the segment list and in the campaign form.

If something goes wrong

  • N includes people without an email and suppressed people; the real send is smaller.
  • A rule on a field one group lacks leaves that group out.
  • Deleting a segment used by a campaign blocks that campaign until you restore it or pick another.

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