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Creating Customer Segments

Step-by-Step Customer segment creation.

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Written by Aryan M
Updated over a month ago

Sending a generic campaign is the most commonly used form of communication when a store/restaurant/business wants to broadcast a message to its entire customer base. This helps in providing necessary information about the business to people, such as changes in policies or functioning, like changes in business hours or tax policies. It can also be used to spread promotional messages, such as an upcoming festive sale or the inclusion of new products and items in the business.


To send a Campaign, click on Customer Engagement followed by Audience & Campaigns.

Then select the Segments section.

Click on Create

Enter Segmant Details.

Segment Details:

  1. Segment name*

  2. Location*

Select Segment type

Segment Type:

  1. Manual List: Add customers manually

  2. Smart Group: AI-generated based on customer behaviors

  3. Custom Rules: Set filters to define this group

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