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Segments (saved customer audiences)

Published and maintained by Adtro Media

Customers > Segments holds audiences you define over your own customers. The Sales assistant works through them and campaigns send to them, so a segment is written once and reused.

  1. Start from a preset (lapsed regulars, big spenders, first-timers) or build your own.
  2. Add rules — spend, order count, days since last order, tier, Location. Rules combine, so "spent over $200 and not seen in 60 days" is one audience.
  3. Save it with a name and a line about what it is for. The count updates itself as customers move in and out.

A segment is a live view, never a frozen copy: someone who orders tomorrow leaves your lapsed list without anyone editing it.

The Marketing and Sales assistants read your segments and build campaigns and sequences from them; describe the audience you want ("customers who spent over $200 but haven't ordered since June") and they will work from it.

Faster: iBot inside your dashboard can walk you through this — or do it for you. Open Assistants and just ask.