How to Create Custom Segments

Custom segments allow you to create personalised campaigns for your venue using customer data.

1. Begin by navigating to "Marketing" on the left-hand side. Then, under "Data" in the left column, choose "Segments". This will show you all the segments you've set up.
2. Click on the upside-down caret (^) symbol in the top right-hand corner. You will then have the option to create a segment from scratch or to look through segment ideas.

Segment Idea

1. After selecting “From ideas”, you'll find a variety of segment ideas available to choose from.
2. To see how many contacts you'll reach per segment, click on the calculator icon located just above the plus symbol.
3. When you've found the segment that suits your needs, simply click on the plus sign to add it to your segment list.

Build from scratch

1. Once you click on “From scratch”, you'll be directed to a segment builder.
2. You can add a new field or a new condition. Click on one of these buttons, and by selecting the edit icon to the right, you can change the value.
   • A new field could be criteria like “Birthday = Tomorrow” or “Collected more than 10 loyalty stamps”.
   • A condition is a fixed option that is either “Or/And”. If the condition is “Or”, it means that any of the fields matching those criteria will qualify for a marketing campaign. If it’s “And”, all criteria must be met for eligibility.

3. Once you've created your custom segment, click on “Create & Save” at the bottom of your page.