Build a customer segment

A segment is a group of customers defined by rules rather than by a list: everyone
who has not ordered for three months, everyone over a certain lifetime value.
Campaigns and journeys are aimed at segments, so this is usually the first thing to
build.

Segments are part of the Customer marketing plan. Without it, the page shows
Add customer marketing and a See subscriptions button instead.

1. Open Segments

In the sidebar, open Analyze and then Segments.

2. Name the segment and save it

Click Create new segment. Enter a Segment name that says who is in it -
Not seen in 90 days beats Segment 3. The Description is optional. Click
Save. A Segment created message confirms it.

You stay on the same screen, and the rules area and the Audience card appear.
Until you save, the screen shows Save the segment first to start adding rules.

3. Add the rules

A saved segment with no rules shows No rules yet. Click + Add OR group to add
the first rule. The Select attribute dialog opens: pick what to compare, then
choose the operator and enter the value. Each rule saves as you change it.

Rules sit in a group headed All conditions must match, with AND between
them, so a customer must match every rule in the group.

• + Add rule to this group adds another condition to the same group.
• + Add OR group starts a new group. A customer matching either group is in
  the segment.
• The × on a rule removes it.

4. Check how many customers match

The Audience card on the right shows the number of Members and lists your
rules. It updates as you change them. A count of zero usually means the rules
contradict each other.

If something goes wrong