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How to Create a Segment

How to create new segments so you can target specific customer groups

Updated this week

For merchants using Redo Marketing.


Before you start

  • Confirm Marketing is enabled for your store

  • Decide the rules for who should be included in the segment (for example email-eligible subscribers, VIPs, recent purchasers)

Note: If you don’t see Marketing in your sidebar, contact your onboarding specialist or support@getredo.com


Create a segment

  1. Go to Marketing > Email & SMS > Segments

  2. Click Create segment

  3. Enter a name for your segment

  4. Add conditions with Add condition group to based on characteristics and activity

  5. Review the Audience count on the right to confirm it looks correct

  6. Click Save segment


Edit or duplicate a segment

  • From Marketing > Email & SMS > Segments, click a segment, adjust conditions, then Save changes

  • To create a similar list, duplicate the segment (ellipsis menu), tweak conditions, then Save segment


FAQs

Do segments update automatically?

Yes. Dynamic segments refresh as customer data changes, so counts can change over time.

Can a customer be in multiple segments?

Yes. If you send a campaign to several included segments, each customer still receives only one message/email.

Can I export a segment?

Yes. Open the segment’s Contacts view and click Export to download a CSV.

How do I create an “all customers” list?

Create a segment with very broad or no filters.


Need more help?

If you can't find the answer you're looking for, our support team is here to help. Contact us through the support channel in your Redo dashboard or email support@getredo.com.

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