Assigning Customer Segments

Using Segments to Categorize Customers

Customer Segments are intended to be customer types/categories that individual customers can be categorized under.

Reports: Customer Segments

Creating Customer Segments

1. On the Navigation Bar, go to Settings -> Company Settings.

2. On the Settings Overview screen, click on the Customers dropdown on the left column. From the list of options, click Segments.

3. On the Customer Segment page, click Add Customer Segment.

Note: Alternatively, click the Edit button next to the existing segment you would like to change.

4. Begin filling out the New Customer Segment form.

• Name - The name of the Customer Segment.
• Description - A short description of what qualifies a customer to be placed under this segment.
• Priority - Assign a number, beginning at zero, to organize the order in which a Customer Segment will appear on the list. A lower number will seat this option higher on the list.
• Is Active - When this box is checked, the Segment is active. Uncheck to deactivate and hide the Segment from selecting.

5. When you are satisfied with your changes, click Save.

6. After you save, the Segment will show on the overview list. If you need to make changes, you can edit the segment or delete the segment, if it is unused.

Assigning a Segment to a Customer

When creating or editing a customer profile, the Segment field is under the Miscellaneous tab. Admins can update their Validation Rules to make this a required field.

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