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How to Create and Save Segments

A segment is a saved set of filters that you apply to your shoppers list. Segments allow you to target specific shoppers based on actions, behaviour, or profile information. They are dynamic, meaning they automatically update in real time as shopper data changes.

Segments are created and managed from the Shoppers page.

In this article:

  1. What is the Shoppers Page?
  2. Why create a Segment?
  3. How to Create a Segment
  4. How to edit and manage a segment
  5. How to delete a segment
  6. FAQ's

 

Tip: To learn more about how to use segments in a campaign, read more here

 

What is the Shoppers Page?

The Shoppers page is a list of every email address stored in Instant AI. This includes all subscription types, whether they be subscribed, unsubscribed, and suppressed.

It is your complete shopper database.

From here, you can filter your shoppers using different criteria to narrow down exactly who you want to see.

Available filter types include:

  • Location

  • Purchased

  • Viewed

  • Added to Cart

  • Email

  • Phone

  • Profile Attributes

  • Email Activity

  • Shopify Tag

  • Subscription

Every filter you add drills down further into your list.

For example: 

  • Location is Australia

  • Purchased at least once

  • Clicked a specific campaign

You can layer multiple filters to build highly specific audiences. 

Within a single filter, selecting multiple values works as OR logic.

For example:

  • Location is Australia OR United States

Across different filters, they combine to narrow the audience further.

As you build filters, you will see:

  • A live count of matching shoppers

  • A preview list of who is included

All segments update dynamically as shopper data changes.

 

 

Why Create a Segment?

Filters can be used in two ways:

  1. To analyse a group of shoppers for reporting or insight

  2. To save that filtered group for reuse in campaigns

For example, you might want to find:

  • Everyone who has purchased before and clicked a recent campaign

  • Everyone who viewed a specific product on a specific date

  • Everyone tagged as Wholesale and located in Australia

  • Everyone who is currently unsubscribed

Segments are built from your full shoppers database, regardless of subscription status.

When you later use a segment in a campaign, Instant AI will show:

  • The total number of shoppers in the segment

  • The number who are eligible to receive emails (subscribed)

For example:

  • If a segment contains only unsubscribed shoppers, you will see the total count of unsubscribed shoppers in the segment, but it will have 0 eligible recipients showing on the campaign

 

How to Create a Segment

  1. Go to the Shoppers page.

  2. Start with the default segment: All Shoppers.

  3. Add one or more filters.

  4. Continue refining until the list reflects the shoppers you want.

  5. Review the live count and preview list to confirm the audience.

  6. Once you add at least one filter, a Save button will appear.

    1. Click Save.

    2. Enter a name for your segment.

    3. (Optional) Add a short description.

    4. Confirm to save.

     

Your segment will now appear in your saved segments list.

The most recently updated segment appears at the top. You can click any saved segment to instantly load those filters again.

Tip: Saved segments are shortcuts to a set of filters. They do not create a fixed list of shoppers and will always dynamically generate

 

How to edit and manage a segment

Segments can be managed entirely from the Shoppers page. Hover over a saved segment to see options to:

  • Clone

  • Edit

  • Delete

Edit allows you to rename the segment or update its description.

If you want to change the filters themselves, the best approach is:

  1. Open the segment

  2. Adjust the filters

  3. Save as a new segment

This preserves your original version and creates a new shortcut to your new filters. You can safely delete the old one if you no longer need it or keep both if you need variants. 

Deleting a Segment

Deleting a segment removes the saved shortcut only. It does not:

  • Delete any shoppers

  • Modify shopper data

  • Impact sent, scheduled or draft campaigns

If a campaign (draft, scheduled, or already sent) used that segment, it will continue using the filters that were applied at the time.

Segments are dynamic and re-calculate in real time. When used in campaigns, the audience is evaluated again at send time.

You can safely delete segments you no longer need to keep your list organised.

 

FAQ's

Are segments fixed lists of shoppers?

No. Segments are dynamic. They automatically update in real time as shopper data changes.

 

Can a shopper belong to multiple segments?

Yes. Segments are just saved filters. A shopper can match multiple filter sets at the same time.

 

Why does my segment show more people than my campaign can send to?

Segments include all shoppers in your database, including unsubscribed and suppressed contacts.

When creating a campaign, Instant AI will show how many shoppers are eligible to receive emails (subscribed).

 

When are segments re-calculated for campaigns?

Segments are evaluated at send time. This ensures your campaign sends to the most up-to-date eligible audience.

 

What happens if I delete a segment that was used in a campaign?

Deleting a segment only removes the saved shortcut. It does not affect sent campaigns, drafts, or scheduled campaigns.