Manage Segments

You can create and manage your organization’s segments and segment groups from the Segments page. To access this page from Marketing and Communications, under Acquisition and segmentation, select Segments.

In the Segments list, you can view information about each segment in the database, such as its type, groups, and number of records. You can also customize the list. You can add and remove columns and choose how they filter and sort. For example, for the Segment type column, you can set the filters to display only revenue segments. You can also save list parameters to quickly display different views of the list. For example, you may want fewer columns displayed for revenue segments or in a different order. To save list parameters, select Save list. You can also search the list by keyword.

Video: Watch this video to learn more about list features.

You can also complete tasks for a segment from the Segments page. To access task buttons, select the double arrows next to a segment to expand the row. Use the task buttons to edit, delete, copy, or refresh a segment.