Create a Segment


  • Go to CRM > Segments.


  • Click Add Segment.


  • Enter a name for the segment.
  • Choose how customers should match the conditions:

All of the following (AND): Customers must meet all of the selected conditions

Any of the following (OR): Customers only need to meet one or more of the selected conditions.

  • Select the type of segment:

Static: Customers are captured when the segment is created. The list stays fixed and does not automatically change.

Dynamic: Customers are evaluated in real time. The list automatically updates as customers meet or no longer meet the selected conditions.

  • Add the filters you want to use to identify the customers.
  • Click Review Segment.


  • A Review your segment page will appear showing all the customers who currently match your selected conditions.
  • Click Save Segment on the Review your segment page to create the segment.

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