Skip to main content

Manage segments

In this article, we'll learn how to manage segments present on the Segments page (Contacts > Segments). You'll learn how to edit, Duplicate, Delete and Categorize a segment. 

💡 Good to know
The new Segments feature replaces the Advanced Search and Segmentation feature previously available from the Contacts page. It is still in beta and is part of an early release to some of our users. If you are interested in testing it, we can activate it on demand for your account.
For an overview of the new feature, check out our dedicated article Overview of the [NEW] Segments feature (Beta).

Before you start

Make sure you've already created segments.

To learn more about creating segments, check our dedicated article Create a segment

Find a segment

  • From Contacts > Segments, you can find a segment by searching for its name in the search bar or choosing the category you've put it in. mceclip1.gif
  • To overview your Segment's condition, click condition.mceclip8.png

Edit a Segment

Even if a segment is already created, it's always possible to edit it. 

  1. From Contacts > Segments, click your Segment's name.
  2. Edit your Segment as you would do when you create one. 
    To learn more about creating segments, check our dedicated article Create a segment
  3. Once your edits are done, click Update Segment

Duplicate a Segment

  1. From Contacts > Segments, click Duplicate
  2. Name your duplicate. 
  3. Click Duplicate

Rename or delete a segment

  1. From Contacts > Segments, click More
  2. Rename or Delete your segment. 

Change a Segment's category 

  1. From Contacts > Segments, click Change category
  2. Choose which category you want your segment to incorporate. 
    💡 Good to know
    You can also create a new category here by clicking Create a Category
  3. Click Move.

To learn more about managing segments categories, check our dedicated article Manage segments categories

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.