Segment your customer list
Build dynamic groups you can reuse in campaigns and reports.
A segment is a saved query against your customer list. It updates itself as customers move in or out of the criteria — no manual list maintenance.
- Open CRM → Segments → + New segment.
- Pick a starting attribute (e.g. Total spend, Last order, Tag, Country).
- Set the operator and value (e.g. Total spend > $500).
- Click + Add condition to narrow further (AND/OR).
- Name and save the segment.
Saved segments appear in the Segments list and become available wherever you can target customers — promotion campaigns, email broadcasts, and exports.