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Create a Segment using Custom field
Create a Segment using Custom field
Updated over 5 months ago

Introduction

Segments in Custom Field allow you to categorize and manage your customers more effectively by creating personalized groups based on specific criteria. By leveraging segmentation, you can tailor your marketing strategies, communication, and offers to meet the unique needs and preferences of different customer groups.

Here are the steps to create segments using custom field -:

Step 1: Create Custom field according to your requirements


​NoteπŸ“: To create custom field check this article - Click here
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​Step 2: Now go to Customers >> All customers >> Click on Add filter >> Select the filter as per your need
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​For example: We are using Hobby
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​Step 3: Click on Apply filter and click on Save segment
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​Note : To create segment you can check the article - Click here
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​Now you can use the saved segment as per your need with -:
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1.) Workflow
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​2.) Email campaign
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