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Manual Segments

Manual segments let you group people according to business logic outside of Customer.io. As the name suggests, you’ll add people to, and remove people from, these segments manually—through a CSV upload, part of a campaign workflow, or using our API.

Create a manual segment

You have the opportunity to create manual segments when you import people by CSV and import people from a database. Otherwise, you can create a manual segment first, and then add people to it later.

1. Go to Segments.
2. Click Create Segment.
3. Enter a Name and Description for the segment. These help you find the segment—both in the list of segments, and when selecting the segment in a campaign, broadcast, etc.
4. Choose Manual.

From here, you can add people to your segment by CSV, from a SQL database, through a campaign workflow action, or using the API.

Add People to a Manual Segment via CSV

You can upload a CSV to add people to a manual segment from the Segments page.

1. Go to Segments.
2. Add a new manual segment or click an existing manual segment.
3. Click Add by CSV.
4. Determine the identifiersThe attributes you use to add, modify, and target people. Each unique identifier value represents an individual person in your workspace. you want to use to match people from your CSV to your workspace: By id or By email.
5. Choose the file you want to upload or import a Google sheet. If you import a google sheet, you must grant Customer.io access to sheets in your Google account.
6. Tell us which column holds the ID or email—whichever identifier you selected in earlier steps.

   

   
7. If your file contains no errors, click Add People. We validate data when you select your identifiers. If there are errors, you can download an error file (if any) or download the import file.

Add People to segment using a workflow action

You can add people to a manual segment as a part of a campaign workflow.

1. Go to the Workflow step for the campaign you want to update.
2. Drag an Manual Segment Update action into your workflow.
3. Click the new action item in the Workflow to determine the manual segment that you want to add people to as a part of the workflow and edit other action settings.
4. Click Save.

Remove People from a segment using a workflow action

You can remove people from a manual segment as a part of a campaign workflow.

1. Go to the Workflow step for the campaign you want to update.
2. Drag an Manual Segment Update action into your workflow.
3. Click the new action item in the Workflow to determine the manual segment that you want to remove people from as a part of the workflow and edit other action settings.
4. Click Save.

Edit a Segment

You can edit the name and description of a manual segment from the segment’s details page. You cannot affect membership in the segment except by a CSV import from this page.

1. Go to Segments.
2. Click the segment you want to update.
3. Click to edit the name and/or description for the segment.

Delete a Segment

You cannot delete a segment that is currently in use. Check the Usage tab when looking at your segment to see if it’s still in use somewhere in your workspace.

1. Go to Segments.
2. Click the segment that you want to delete.
3. Click Options > Delete Segment and confirm your choice.

You can also delete multiple unused segments from the Segments page by checking the box next to each segment that you want to delete and then clicking Delete.