Once a segment is created and saved, it updates automatically. This means any new contact added to the platform that matches the filter criteria will be added into the segment without any manual action required.
How to save a segment and open a saved segment
- Navigate to the Audience or Insights menu
- Open the Filter sidebar and create a filter
- Choose Save segment
- Click the Segments drop down menu to see all your saved segments and tags.
Updating or editing a segment
Segments are dynamic and can be adjusted by updating the filters used to define them. Simply open the segment, modify the filters as needed, and save. The segment will then refresh based on the new criteria.
How to rename or delete a segment
- Navigate to the Audience or Insights menu
- Open the Segments drop down menu
- Search for your segment or scroll through the list
- Highlight the segment with your mouse and a pencil option will appear
- Click the pencil option to rename or delete the segment
- Edit the segment name and choose Rename Segment to rename it
- Choose Delete Segment to delete
- When a segment is deleted, the contacts are removed from any dynamic lists associated with the segment
- Confirm you want to delete the segment and click Delete Segment
Related articles
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Targeting your audience: using segments and tags
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