April 17, 2012
Updated March 1, 2020 

Market Segmenting is a way for you to understand your customers purchasing behavior by dividing your customer and prospect base into into groups, or segments, based on different characteristics. This will help identify less satisfied segments of customers, and also ensure customer retention by nurturing the relationship. The segments created are composed of customers that share traits such as similar interests, needs, or locations.

How to create your segments:

To create a new segment, you will need navigate to the Actions drop-down menu and select "New Segment". This will bring you to the Segment List Builder where you will need to create a name for your segment list, and then start creating your list by selecting your conditions. You also have the option to add "groups" within your segment lists as shown in the illustration below.


You have the ability to add up to a total of nine (9) conditions, and five (5) groups within each segment list. The groups will allow you to show options for your lists such as I want to see customers that purchased product A OR customers that purchased product B. Below is a list of the available conditions to choose from for your lists.

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