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Your Customer Segments

How to best utilize customer segments to analyze best performers.

Written by Customer Success

What are Segments?


Segments are an amazing way to measure performance, your top performers, and to create targeted outreach.

Where can I find Segments?

You can see a list of Segments in your Settings, Use Segments as a filter on the Content tab, Social CRM tab, or view Segments on Individual Customers.

How do I create Segments?

From Settings:

  1. Navigate to Settings and select “Segments”

  2. Click Add Segment to create a new Segment

  3. Delete Segments by selecting “Delete” next to the Segment name

From Single Customer:

  1. Identify the creator you’d like to segment

  2. Click actions

  3. Click add segment

  4. Type in the name you’d like to use, and select “Add”

From Multiple Customers:

  1. Select the customers you would like to add

  2. Go to Actions, select “+ Segment”

  3. Type in the name of the segment you’d like to use, and select “Add”

How do I use Segments?

Segments can be used as a filter on the Content and Social CRM tab as a way to narrow down members or posts by members of a specific Segment.

Examples:

  • You can determine top performers to offer them unique gifts.

  • Pull the analytics for a segment of creators in the Dashboard.

FAQ

Can I delete Segments?

Yes, you can manage Segments under “Settings > Segments”

Are Segments only visible to me or the entire account?

Everyone on your team will have access to the segments created in your account.

Is there a limit to how many segments I can create?

Nope! You’re able to organize your UGC however you’d like with unlimited segments.

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