How to Add Customers into a Static Segment using UI
  • 04 Jun 2022
  • 1 Minute to read
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How to Add Customers into a Static Segment using UI

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Follow the guidelines to filter customers into a Static segment.

Refer to How to Import Customers into a Static Segment to learn how to upload customers into a segment from a file.


Steps

  1. Check if the segmentation is active:

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Refer to How to create a static segment.

  1. Build your filter in the Customers section:

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  1. Open the drop-down menu and select the relevant customers or check the boxes manually:

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You can click Select all or Random selection. Example: 500 customers or 20% of all the customers found.

  1. Click Selected -> Add to segment:

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  1. Select the Segmentation and the Segment. You will have the segmentation as the only option if it contains just one segment.

Click Add:

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  1. A link to the task appears:

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  1. Please wait until this task is completed:

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  1. Your segment will appear in the customer profile on the Segments tab:

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