Segments

The Segments feature in Squarebox allows you to group customers based on specific attributes or behaviors, enabling more targeted campaigns and personalized communication. Segments are dynamic and update automatically as customer data changes, ensuring you always engage with the right audience.

1. Creating a Segment from the Customers Section

Follow these steps to create a segment:

1. Select Customers:

   • Go to the Customers Section.

   • Use the checkboxes next to customer entries to select the customers you want to include in the segment.

2. Add to Segment:

   • After selecting customers, click on Add/Create Segment from the action bar at the top.

   • Choose one of the following:

     • Create New Segment:

       • Provide a segment name (e.g., "High-Value Leads").

       • Click Save.

     • Add to Existing Segment:

       • Select an existing segment from the list.

       • Confirm the addition of the selected customers.

GIF showing both creating a new segment and adding to an existing one.

2. Viewing and Managing Segments

Once a segment is created, you can view and manage it from the Segments Dashboard.

• Viewing a Segment:

  • Navigate to the Segments tab.

  • Click on the segment name to see the list of customers in that segment.

• Managing a Segment:

  • Click the More Options (⋮) next to the segment name to:

    • Edit: Update the segment name or criteria.

    • Delete: Remove the segment permanently.

    • Add Campaign: Create a campaign for this segment.

GIF showing how to access and use the More Options menu.

3. Removing Customers from a Segment

If you need to remove a customer from a segment:

1. Open the segment by clicking on its name.

2. Locate the customer in the list.

3. Click the More Options (⋮) next to the customer’s entry and select Remove.

GIF showing a customer being removed from a segment.

Best Practices for Segments

• Select Customers Carefully: Use the filters in the Customers Section to narrow down your selection before creating a segment.

• Keep Segments Relevant: Regularly review your segments to ensure they align with current goals.

• Leverage for Campaigns: Use segments for highly targeted campaigns, improving engagement and conversions.