Help / Customers
How to edit a customer segment
Change a ready-made segment’s rule values, such as how long a customer stays quiet before counting as at risk.
Quick answer
Open Customers, select Segments, click a segment, change its rule values, then click Save changes.
Before you begin
- You need an Owner or Admin role to change a segment.
- Segments are ready-made presets. You can tune their rules, but you cannot create new ones.
- A segment keeps its name and description. Only the rule values change.
- Day windows come as fixed choices, from 7 to 180 days.