> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.bitbybit.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a Customer Segment

For a step-by-step guide on how to complete this pros, please visit [our YouTube Channel.](https://www.youtube.com/@bitbybit.studio/videos)

<iframe width="560" height="315" src="https://www.youtube.com/embed/PRy0uxCUMjk" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; fullscreen" allowfullscreen />

Creating customer segments in bitbybit allows you to target specific groups with tailored messaging and offers. Follow these steps to create a customer segment:

## Step-by-Step Guide

1. **Access the Customers Dashboard:** Navigate to the [Customers dashboard](https://app.bitbybit.studio/customers) and click the “Create new segmentation” button. You will be redirected to the ‘Create segmentation’ page.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd4624038ed5a61afe35_AD_4nXc9NJXYsrXVW9ORHKrnDSY91Rlci57cXZ8cGCvvJpz42RNxvhmHr73D608E4nobtbBboxMKFuO1BfJ0k7TCBszuEVw0EHSt-Fg5FQSROhtQ_oGbJ-gUQxPfJ6Sz7SWXNQSHOGyR8zs29wBHFy3NEzzTEGWz.png)

* Click 'Create new segmentation'

2. **Create the Segmentation Name:** Fill in the segment name in the provided field.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd475dcb6ff9d8deff18_AD_4nXdUCo2KqpaNf33Y4gy47P_IKo99-ypeyHz9ztL7ObxiITAlxEluwlWVWynOR7SDkBG1fJmHpyiJF3IdXgW_JNyhm_Trq5Br8UeBEXrZr6IZ7VZChZQCFUB_zMq994smgbb7SQZ2k_GpA8YkGdXCRXOxs1M.png)

* Fill in the segmentation name

3. **Set the Conditions:** In the ‘Condition’ section, choose the customers’ conditions you wish to include in your segmentation.

* On the first dropdown menu, select either ‘Have’ or ‘Not have’.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd4773b358b84c60f1fa_AD_4nXe5qH5vYGyarp2HuHZMumN5nktSwqFkwEqW7jqNv9g0G1kWYOKJO0gQwVmwTkTfXcEs0utgKQ8ZPfAay533o4__c_rsAg5bKE_2-argh2Z-rhXfpKueYx_X9GdzhdcBTwUZ_RbLKT3-XGzwYMTdiUAuK-A.png)

* Select 'Have' or 'Not have'

- In the second dropdown menu, choose the parameter you wish to filter your segmentation by. Select one from the options.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd461c93d8ada592cc8e_AD_4nXcyS7Tnf_L_QvYMZ0X3zz5NDS9hiBYize68X-t_0SuplgqVgNkbhlG874xWLhD8FaKhPHfgZMVLPG7DarYqlnk2iSLuCyqqjNJK3qhAV_f9KtO5_pYgxczOhAoAbERUffbCzG6gQlITELnk0VHbBZzq4i6b.png)

* Choose the filter parameter

- In the next dropdown filter, scroll down to find the tag or type in the field to search. Click to select.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6691019fe20c1a9f647faa48_AD_4nXdjUraX2mDIxVfcu0tAp3oVKCo1gNufj_971MgW1bOsDlKg93CZyH60o_4hEQIQGm7tw-v_C__o_8LIOYV1PyPR4VSE631iSHcydfSZX5Up4qLMrwd1i1EZMhQOh2iYudkpoY2-9vpIkTv1Llf1K4GzzpgG.png)

Scroll down or search to find the tag

4. **Add Additional Filters:** You can add another filter by clicking the “OR +” or “AND +” button. You can add multiple filters in this section.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd470e2bd3c605496a59_AD_4nXe26dXJyjN0TxD-YzyNCbH90Vb3_8KJ5nXzizacUZDFy4sHst6ohrGNP3k86eE3jL_L0FVlKhxNsJtb5qrYy44PduN01yaCXV2Lv3n-jVznI271a0gMBcvoSKNTFuUzDdr1Ana0fz5BMbGjH9sPfDnVAvU.png)

* Add another filter by clicking 'OR +' or 'AND +'

- OR: Add an “or” filter to identify customers that meet at least one criterion within a set of filters.\
  **For example,** to identify customers that have “B2B sender” tags OR have “B2B recipient” tags, click “OR +” before adding the second filter.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd4617718db02ddca6eb_AD_4nXcbhl-Mur0s9XmR5JjQnf_prA9GumHMqrbSRGqYrPWFVlp378JuxKINEGiXDpC9iW4OSaQ9gDKn-3e6wWYHZqweKuBVbI83BM7WWtKKQP2Gov0PVQe8WtzBfkT2Nqu9shlnbOaWh66byFE37OHRWN8AJYrS.png)

* Click 'OR +' to add an 'or' filter

- AND: Add an “and” filter to identify customers that meet all criteria within a set of filters.\
  **For example,** To identify customers that have “B2B recipient” tags AND do not have “Mother\_Days” tags, click “AND +” before adding the second filter.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd475d1926620c0beeab_AD_4nXfuluxDqPvcSmCrNcFp01ZnR05JotvXT75cFo2B3-5x8p-FOpjBuKMm0dHEEx-C0R5VrUZmNhnhWkeaSCc_mFfz5zcTlVj2s1VeviUFECBAn9G0zx15qgRcpekm19djpARcWE7fV3AJ0rC_s3Z3THEgqFw.png)

* Click 'AND +' to add an 'and' filter

5. **Delete Unwanted Filters:** To delete a filter, simply click the Trash icon on the right side of each filter.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd46ece4d482e59cb263_AD_4nXeeniheDxUrwKXi-24LjSz7Va18k9v_3VMio-yLNDFnlVqrDparo8-IOgylYU60hXJWiHYUOTBduta0U07Kfq3SJ_JYN6YEWvHbxRRcJNsJve4lXUQtsPMXYYoXMF9miotH_5AljS6ohxngk-3b8V1FAQs.png)

* Click the trash icon to delete a filter

5. **Review and Save:** Scroll down to see your customer segmentation filter results and then click “Save segmentation” at the top of the page.

![Screenshot](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/6690fd475dcb6ff9d8deff1c_AD_4nXfANqNhotHpXhg2M46c9Cr8Uud1rC7l1lMeZmX5LB6tJtY3d82zsMrDrbtV0B8sRl8w3kJHCaiRE-CY11l9tDLuDL-h9_EDmJXbxrkeIKRNW0K3SY-JF9eep3ipniJ0yCQoiJ6MQsORgh-gmkVxOKmQDtET.png)

* Click 'Save segmentation' to save

By creating customer segments in bitbybit, you can enhance your marketing efforts by targeting specific groups with personalized messaging, ultimately improving customer engagement and satisfaction.