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Creating and listing segments

Creation and list

To create an ordinary segment:

  • In the project menu, open Segments.
  • On the segments page, select Add.
Creation and list. Highlighted elements: 1. Segments; 2. Add
1. Segments · 2. Add
  • Enter a name.
  • Select Add.
Creation and list. Highlighted elements: 3. name; 4. Add
3. name · 4. Add

When the list is empty, the page displays a separate add button. The created segment opens in the editor, where you can configure consents and agent assignments and get a subscription link.

Search and source filter

The search field finds a segment by its name or public ID. To narrow the list by origin, open the origin filter next to it.

Search and source filter. 1. origin filter
1. origin filter

Choose which segments to show:

  • all segments;
  • the default manually created segments;
  • automatic agent segments.
Search and source filter. Highlighted elements: 2. all segments; 3. manually created segments; 4. automatic agent segments
2. all segments · 3. manually created segments · 4. automatic agent segments

The Source column appears only with the All filter and identifies whether a segment was created manually or linked to an agent. It is hidden with the Created manually and Automatic filters because the source is already defined by the filter. For the second case, see Automatic segments.

Opening and deleting

Select a segment row to open it. Other actions are in the row menu.

The menu lets you open its settings or delete the segment.

Creating and listing segments. Highlighted elements: 1. row menu; 2. open its settings; 3. delete the segment
1. row menu · 2. open its settings · 3. delete the segment

Before deletion, the cabinet asks for confirmation and warns that the action cannot be undone. Deletion is unavailable for automatic and other read-only segments.