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How to save a user Segment?

Save a user Segment and easily use it on your orchestration to avoid targeting mistakes!

Olivia avatar
Written by Olivia
Updated over a week ago

You can create and save dynamic user Segments to use the same targeting rules in as many orchestrations as you want! Save time and avoid targeting mistakes by using the right Segment on your omnichannel orchestration.

What's a user Segment?

A user Segment is a set of targeting rules saved. Saved Segments allow you to create, save, and re-use dynamic user segments using the Batch Segmentation Engine you work with every day!

How to create a Segment?

Go to the Settings > Segments page to see the list of your current segments and to create a new one.

There, choose a name for your segment and add the necessary targeting rules as you do in your campaigns. Once it's done, click on Save segment

💡 Tips:

Do not choose the same name for several segments to avoid any mistakes when choosing it.

Exploit the Estimated Reach to have an idea of the future reach of your orchestration using the segment. As the segment is dynamic, this number will evolve according to the targeting rules used.

How to use a Segment?

Once your segment is created, you can use it in any omnichannel orchestration. Click on the Use segment button to select the right one and the set of rules will appear:

It’s also possible to use one or more Segments in a campaign since Segments import pre-filled conditions.

Your automation is now almost ready to be sent! See our other articles if you need help to get it ready.

How to manage my segments?

Use the page Settings > Segments to manage your user segments. Create, delete, and update it from the same page!

🚨 Any modification on a Segment in the Settings > Segments page will not apply on the orchestrations already using it. You need to change the targeting rules directly in the orchestration.


This article belongs to Batch's FAQ. Need more help? Find insightful articles, documentation, case & market studies, guides, and even more in our website's Resources section on batch.com and our blog.

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