Want to understand how to build and use segments within Profiles? Here are answers to the most common questions.
What is a segment and what is its purpose in Profiles?
A segment is a named collection of customer profiles created within Profiles for a specific business purpose. It serves as an organizational container that allows teams to focus on defined subsets of customers rather than working with the entire profile base.
How is a segment created?
A segment is created by defining a name and manually assigning selected profiles to it from the Profile List. Adding profiles to a segment does not alter the underlying customer records — the segment forms a structured group on top of existing data.
Can a single profile belong to more than one segment?
Yes, a single profile can belong to multiple segments at the same time. This provides flexibility to organize customers across different business objectives or contexts without duplicating records.
Can segments be modified after they are created?
Yes, segments can be modified at any time. Profiles can be added or removed, and segments can be renamed or deleted when they are no longer needed as business requirements evolve.
What is the practical benefit of using segments instead of working with the full profile base?
Segments allow teams to isolate relevant audiences and structure their analysis more effectively. Instead of reviewing all profiles, teams can focus on specific groups such as campaign participants, customers linked to a specific product, or recurring buyers, supporting more informed decisions.
For step-by-step instructions on creating and managing segments, refer to the detailed segmentation guide within Profiles.