Once you’ve created segments, you’ll need to manage them effectively to keep your targeting accurate and organized. This guide covers how to view, edit, duplicate, and delete your segments.

Viewing your segments

Access all your segments from the segments dashboard. Here you can see:

• Segment name – The label you assigned to each segment
• Active subscribers – The number of active subscribers in the segment
• Total subscribers – The total number of subscribers (active and inactive) in the segment

Segments update automatically as subscribers meet or no longer meet your criteria, so the counts reflect real-time data.

Editing a segment

To modify an existing segment:

• Navigate to your segments list
• Click on the segment you want to edit
• Update the conditions using the advanced filter options
• Add or remove conditions using the “Add condition” button
• Save your changes

When you edit a segment, the changes apply immediately. Subscribers who no longer match the updated criteria will be removed, and new subscribers who now match will be added automatically.

Creating similar segments

To save time when building related segments:

• Open an existing segment that’s similar to what you need
• Modify the conditions to match your new requirements
• Click “Save as new segment”
• Give your new segment a descriptive name

This is especially useful when you want to create variations of the same audience, such as “Active users – Last 30 days” and “Active users – Last 7 days.”

Deleting segments

To remove a segment you no longer need:

• Navigate to your segments list
• Select the segment you want to delete
• Click the delete option after opening the dropdown menu by clicking the arrow
• Confirm the deletion

Important: Deleting a segment does not delete the subscribers in it. It only removes the segment definition.

Best practices for segment management

• Archive unused segments – If you’re not actively using a segment but want to keep it for reference, consider marking it clearly or organizing it separately.
• Use consistent naming – Develop a naming convention for your segments to make them easy to find and understand at a glance.
• Document complex segments – For segments with multiple conditions, add notes about their purpose and intended use.
• Monitor segment size – Keep an eye on how your segment sizes change over time. Sudden changes might indicate an issue with your conditions or subscriber data.
• Clean up outdated segments – Delete segments that are no longer relevant to keep your workspace organized.

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.