Create a New Marketing Segment in Direct Ordering Platform

Quality and Training
|
14 steps
|
48 seconds

Opentender

Click on **"Marketing"**

Click on **"Segments"**

Click on **"New Segment"**

Set the **"Name"** and **"Description"** of the segment and click on **"Create"**

Click on dropdown to add the criteria for your segment

In the drop down menu, you can select the criteria for the segment you are creating

As you add more criteria, you will be able to select either and/or. Selecting **"and"** means the customers must meet all the criteria listed to be included in the segment. As more criteria is added, less customers are inlcuded in a segment due as they will need to meet the conditions set Selecting **"or"** means the customer must meet at least 1 of the criteria selected.

You can then refine the criteria to fit your needs. In the lower right-hand corner, you will see how many of your customers meet the criteria.

**Note:** Under Segments, you will see two counts: 1. **Total Customers**: The total number of customers in the segment, including all who meet the criteria, regardless of channel subscription or other restrictions. 2. **Targetable Customers**: The subset of customers who are subscribed to a promotional channel and eligible to receive campaign notifications. These counts help you differentiate between the full segment size and the actionable audience for your campaigns.

Once you have set your segment, you can click on **"Save"**

You will see **"Segment saved successfully."** in the lower right-hand corner confirming the segment was saved

Editing a Segment

To edit an existing segment, you can return to "Segments"

Click on the actions menu on the right-hand side

Click on **"Edit"**

You can make the required edits and then click on **"Save"**