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Alina Shafikova
Written by Alina Shafikova

How to create segments

Automatically divide your users into groups that meet specific criteria

What are Segments?

Segments are dynamic groups of users who meet given criteria. They are updated in real-time*, what differentiate them from user lists.

Why do I need Segments?

They are handy when filtering users in the same way.

For example: You want to know the current number of people who have visited your website from Facebook. Also, if you visit your user's profile, you can see what kind of segments the user has been selected to.

How to create a segment

  1. Go to the section People.
  2. Click on the icon Filters.
  3. From the drop-down menu, choose the filters you want to create a new segment for.
  4. On the bottom of the drop-down menu, click the blue button "+".
  5. Update Segment name and Segment description.
  6. Here you also set for whom this segment won't be visible among your agents.
  7. Click Save

That's all! Now your segment will appear on the top panel in the People section near the default segments. If you have many segments there will be a dropdown on the right side.


*every 4 hours

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