Managing customer segments

Use Customers > Customer segments to organize customers for workflows that support segment targeting. You need the relevant staff permissions and a plan with customer-segment access.

Review the segment list

Open Customer segments to browse saved groups. Use search, type/status filters, member-count or customer-share filters, sorting, and pagination when records exist. Open a segment to inspect its configuration and saved members.

The actual empty demo list. No segment was saved for this series. Select an image to enlarge it.

Choose the right type

Click Create segment, choose a type, and click Continue:

• Static contains customers you select manually. Use it for a specific list, such as workshop guests. Follow Creating static customer segments for customer selection, saving, and later membership edits.
• Dynamic calculates membership from rules. Use it for criteria such as order count and default-address country. Follow Creating dynamic customer segments for starters, conditions, preview, rebuilding, and current rule limitations.

New forms initially select Active. Choose Draft while preparing the group and review its intended use. Each creation page's Help banner opens its own type-specific guide. Dynamic template-based creation uses the Dynamic guide too.

Review saved configuration and membership

For a Static segment, review the selected customer set; it is maintained manually. For a Dynamic segment, review the saved rules and wait for any rebuilding state to finish before assessing member counts. Active Dynamic groups also have a scheduled refresh.

Use a saved segment's Edit action to update it. The detail and edit pages open the guide for that segment's type. Check the detailed guide before changing membership or conditions.

Use the group in another workflow

Choose a saved segment in a supported selector, such as a broadcast audience or eligible discount conditions. Review that feature's own settings, status, and recorded consent requirements. Segment membership does not change customer marketing opt-in values.

Existing automations can react to customers entering or leaving a segment. Review those workflows before saving membership changes. Before deleting a segment, check which features reference it; customer accounts are separate records.

Troubleshooting