Create segments

Learn how to create segments that identify and classify customers based on their shared behavior and characteristics.

Feature coming soon: Customer segments

Prerequisites

• Configure the following permissions in Genesys Cloud:
  • Journey > Segment >Add , Delete, Edit, View

Search for segments

Type one or more characters (not case-sensitive) for which to search. As you type, only the segments that match your criteria appear in the list.

A column heading with an arrow indicates that you can click the arrow to sort the list by that entity. An upward-pointing arrow indicates that the list is in ascending order and a downward-pointing arrow indicates that the list is in descending order.

Edit a segment

To modify a segment, search for it and then click the Edit menu option. The segment displays in edit mode. Modify the information as appropriate.

Duplicate a segment

To simplify the process of creating a segment, you can duplicate an existing segment. Search for the segment to duplicate and then click the Duplicate menu option. The duplicate segment displays in edit mode. Specify a new name for the duplicate segment and then modify the remaining information as appropriate.

Delete a segment

To delete a segment permanently, search for the segment, click the Delete menu option, and then confirm.

Tip

To suspend the segment temporarily from matching, deactivate it instead.