You can manage, view, and create segments on the Segments screen.

You can use Search for segments to find specific segments in the list. Or, you can narrow the view by using the Filter by and Sort by options.

Filter by options:

  • Segment source

Sort by options:

  • Alphabetical
  • Last updated
  • Number of campaigns
  • Segment size
  • Segment source

Additionally, new segments can be created by selecting Create a segment.

Note: You can also create segments while viewing a digital banking campaign. For more information, see Importing a segment into a digital banking campaign.

If you select Options next to a segment, the Edit, Delete, Download, and View options for that segment appear.

See previous description for fields that appear on the Segments screen. A list of segments also appears on the screen with columns labeled segment name, active campaigns, and size.