Segments
Group customers, so you can reach the right ones.
A segment is a group of customers that you choose, such as VIP, New this month or Dar es Salaam. A customer can be in up to 20 segments, and you can have up to 500.
Create a segment
In Customers → Segments, select New segment. Give it a name, a colour, and optionally a description.
You can also create one as you go: type a new name in a customer's Segments, or in your import file.
Add customers to a segment
- From the list: in All customers, select customers and choose Add to segment.
- From the segment: open it and select Add customers.
- From a customer: edit them and choose their segments.
- By import: name segments in your file's Segments column.
To take customers out, select them in All customers and choose Remove from segment.
Delete a segment
Open the segment and select Delete segment. Its customers stay; they're only no longer grouped.