Segments

The Segments panel displays the unstratified segments to which the customer belongs.

Figure 4-48 Customer Segments

• An eyeglass icon lets you view details about all the Segments to which the customer belongs. See Viewing Customer Segments

• A badge with the total number of segments to which the customer belongs displays on the right side of the title bar.

• The following information is displayed for each segment:

  • Segment Name

  • Segment Description

• If a segment is designated as private, it is only displayed for the user who created it.

• Scroll bars are available if the number of segments do not fit in the display area of the panel.

• If there are no segments assigned to the customer, the following image is displayed:

  Figure 4-49 No Segments Available Image

  

Viewing Customer Segments

1. Click the Eyeglass icon in the title bar. This displays the Segments for (Customer) window:

   Figure 4-50 Segments for Customer

   

   This window displays the following view-only information about the segments associated with the customer:

   • The Customer Name and ID Number are displayed in the Segments for title bar. If there are no segments assigned, the title displays No Segments Assigned.

   • Assigned Unstratified Segments Grid

     • Segment ID – ID of the segment.

     • Segment Name – Name of the segment.

     • Description – Description of the segment

     • Create User – the user who created the segment.

     • Added On – the date on which the customer was added to the segment.

     • Customer Count – The number of customers in that segment.

2. Click Done, to return to the Customer Dashboard.