Requires permission to manage customer segments for authoring; at least one condition and a name are required.
Steps
-
Open Engagement → Segments and start a new segment.
-
Enter Segment name, optional Description and Match mode. Choose whether all conditions or any condition must match.
-
Use Add condition for each field, operator and value. Use numeric values for balances/spend, an ISO date for last activity, and comma-separated values for an “is one of” condition.
-
Choose Preview audience and inspect the matching count/customer preview. Changing a condition invalidates the prior preview; preview the final rules again.
-
Choose Save segment. Confirm the saved audience appears in the list; campaigns use saved segments and recheck consent before sending.