Customer Profiles
Segments
Manage segments

Manage segments

EARLY ACCESS

Maintain your audience segmentation strategy by editing, deleting, and duplicating segments. To create new segments, see Create a segment.


Edit a segment

You can edit a segment only if it is not used in an active Journey. You must stop or complete the Journey before editing the segment.

To edit a segment:

  1. Go to Customer ProfilesSegments.
  2. Select the segment you want to edit.
  3. Make the relevant changes.
  4. Select Save.

Delete a segment

You can delete a segment only if it is not used in an active Journey.

  1. Go to Customer ProfilesSegments.
  2. Delete the segment:
    1. To delete a single segment, select the three dots next to the segment and select Delete.
    2. To delete multiple segments, select the segments you want to delete and then select Delete.
Note

Deleting a segment does not delete the person profiles in the segment. The profiles remain in Customer Profiles.


Duplicate a segment

Duplicating a segment creates a copy that you can modify without affecting the original segment. This is useful when you want to create similar segments with minor variations.

To duplicate a segment:

  1. Go to Customer ProfilesSegments.
  2. Select the three dots next to the segment.
  3. Select Duplicate.

A copy of the segment is created with the same rules as the original segment. You can edit the duplicate segment independently.




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