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How to create a new segment

Learn how to create a new segment using custom filters.

Updated over 11 months ago

To begin creating a segment:

  1. Click the “Create New Segment” button

  2. Name your segment

  3. Select your conditions. Our filter options allow you to pick from:

    1. Contact Attributes

    2. Events

      1. Shopify

      2. Email

      3. SMS

      4. WhatsApp

      5. Forms

      6. Third-party integration

    3. Segments

  4. Create a combination of filters to narrow down your audience using the standard ‘AND’ and ‘OR’ functions offered with the filters.

  5. View the profiles that fulfill the conditions selected.

  6. Save your segment.

Congratulations! You have created your first segment on Lifesight.

If you have any further queries, please write to us at [email protected] and we'll get back to you at the earliest.

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