Save Predefined Customers Segment

Save Predefined Customers Segment

Follow steps below to save customers segment:

Step 1.

Log in to the app.

Step 2.

Go to Customer Insights from sidebar navigation menu.

Step 3.

Click Add Filter than choose customer filtering condition accordingly and Run Filter. You can choose more than one filters at a time.


Step 4.

After filtering, a button Save Segment will appear.


Step 5.

Click button Save Segment, give a name to it and save.


Step 6.

View your saved segment in the list of predefined segments.

    • Related Articles

    • Create a Segment for SMS Marketing

      Use your existing shopify customer information to send them SMS using AiTrillion SMS Marketing. 1. Click on the + icon in the segments area of SMS marketing to be taken to the create a segment area. You can also click on Segments and then on create ...
    • How to export Customers List and Segment Wise

      You can export customers in two ways, i.e customer-wise and segment-wise. Here's a step-to-step guide for that. Step 1. Login to AiTrillion Step 2. Go to Email Marketing > Audience>List Step 3. Click on the three dots and then choose export ...
    • How to create a Customer Segment to send Emails

      Increase the relevancy of your marketing campaign by sending email messages based on the dynamic customer segments. Create segments and then use them in email campaigns and workflows alike. Step 1. Login to AiTrillion. Step 2. Go to Customers from ...
    • How To Filter Customers

      Step 1. Login to AiTrillion. Step 2. Go to Customer Insights. Step 3. Click Add Filter and then choose a customer filtering condition. Once done click on Run Filter. Note: You can choose more than one filter at a time. After filtering, a button Save ...
    • Remind Customers To Enter Their Date Of Birth

      Use this automation to quickly remind your customers to enter their date of birth. Step 1. Login to AiTrillion, head to the customers' panel, and click on add a filter. Step 2. In the filter selection panel, find the filter for birthday under ...