> ## 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
> Create a customer segment in bitbybit using commerce, loyalty, and customer-data conditions with Have/Not have and AND/OR filters.
For a step-by-step guide on how to complete this pros, please visit [our YouTube Channel.](https://www.youtube.com/@bitbybit.studio/videos)
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.
* Click 'Create new segmentation'
2. **Create the Segmentation Name:** Fill in the segment name in the provided field.
* 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’.
* Select 'Have' or 'Not have'
- In the second dropdown menu, choose the parameter you wish to filter your segmentation by. Parameters are grouped into two sections: **Loyalty & commerce** (shown first) and **Customer data** (customer tags, ticket tags, visited pages, and custom fields).
* Choose the filter parameter from either group
- For a **Customer data** parameter such as customer tags, the next dropdown lets you scroll down to find the tag or type in the field to search. Click to select.
* Scroll down or search to find the tag
- For a **Loyalty & commerce** parameter, the fields that appear next depend on the parameter — see Step 4.
4. **Filter by loyalty and commerce parameters:** The **Loyalty & commerce** group adds seven parameters for behavior-based segments: order frequency, recency, spend, product purchases, and loyalty point balances.
* **Number of order:** Choose a comparator — **More than**, **At least**, **Less than**, **At most**, or **Exactly** — then enter a number. For example, **Exactly** **0** targets customers who have never placed an order.
* **Placed an order** (recency): Choose a direction — **In the last** (recent) or **More than** ... **ago** (lapsed) — enter a number, then choose a unit: **Days**, **Months**, or **Years**.
* **Total spend:** Choose a comparator and enter an amount. The field is prefixed with your store's currency symbol. To change your store currency, click **Change currency**, which opens Settings → Time zone & currency in a new tab.
Total spend compares against each customer's order total in your store's currency. If a customer's orders were placed in a different currency, that total isn't converted before the comparison. Total spend is most reliable when all your orders are placed in the same currency as your store setting.
* The currency symbol and "Change currency" link on the Total spend field
* **Products purchased:** Search for a product by name and select one or more from the list. Each result shows the product thumbnail and name. Selected products appear as chips below the field. **Have** matches customers who bought any of the selected products; **Not have** matches customers who never bought them.
* Search for a product and select it from the results
* **Lifetime earned loyalty points**, **Available loyalty points**, and **Lifetime redeemed loyalty points:** Choose a comparator and enter a number for each. These three parameters each keep their own comparator, so you can combine them in one segment — for example, **Available loyalty points** **More than** **500** AND **Lifetime redeemed loyalty points** **Exactly** **0** to find customers who are sitting on points but haven't redeemed any.
5. **Add Additional Filters:** You can add another filter by clicking the “OR +” or “AND +” button. You can add multiple filters in this section.
* 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.
* 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.
* Click 'AND +' to add an 'and' filter
6. **Delete Unwanted Filters:** To delete a filter, simply click the Trash icon on the right side of each filter.
* Click the trash icon to delete a filter
7. **Review and Save:** Scroll down to see your customer segmentation filter results and then click “Save segmentation” at the top of the page.
* 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.
## Where segments can be used
* Use a saved segment as the audience for a bitCRM campaign.
* Use a saved segment as the audience for a **Schedule** trigger in Automation (**Trigger** → **Schedule** → **Send to**).
* Segments are not available as a live condition for event-based automation triggers (Shopify, Commerce, Web activity, bitLoyalty, and others) — those triggers evaluate their own event data, not saved segments.
## Related
* [Use AI-generated segment suggestions](/bitcrm/how-to-use-ai-generated-segment-suggestions)
* [Set up a trigger in automation](/bitcrm/how-to-set-up-a-trigger)
* [Set up schedule triggers in automation](/bitcrm/how-to-set-up-schedule-triggers-in-automation)
* [Set up bitLoyalty triggers in automation](/bitcrm/how-to-set-up-bitloyalty-triggers-in-automation)
* Choose the filter parameter from either group
- For a **Customer data** parameter such as customer tags, the next dropdown lets you scroll down to find the tag or type in the field to search. Click to select.
* Scroll down or search to find the tag
- For a **Loyalty & commerce** parameter, the fields that appear next depend on the parameter — see Step 4.
4. **Filter by loyalty and commerce parameters:** The **Loyalty & commerce** group adds seven parameters for behavior-based segments: order frequency, recency, spend, product purchases, and loyalty point balances.
* **Number of order:** Choose a comparator — **More than**, **At least**, **Less than**, **At most**, or **Exactly** — then enter a number. For example, **Exactly** **0** targets customers who have never placed an order.
* **Placed an order** (recency): Choose a direction — **In the last** (recent) or **More than** ... **ago** (lapsed) — enter a number, then choose a unit: **Days**, **Months**, or **Years**.
* **Total spend:** Choose a comparator and enter an amount. The field is prefixed with your store's currency symbol. To change your store currency, click **Change currency**, which opens Settings → Time zone & currency in a new tab.
* The currency symbol and "Change currency" link on the Total spend field
* **Products purchased:** Search for a product by name and select one or more from the list. Each result shows the product thumbnail and name. Selected products appear as chips below the field. **Have** matches customers who bought any of the selected products; **Not have** matches customers who never bought them.
* Search for a product and select it from the results
* **Lifetime earned loyalty points**, **Available loyalty points**, and **Lifetime redeemed loyalty points:** Choose a comparator and enter a number for each. These three parameters each keep their own comparator, so you can combine them in one segment — for example, **Available loyalty points** **More than** **500** AND **Lifetime redeemed loyalty points** **Exactly** **0** to find customers who are sitting on points but haven't redeemed any.
5. **Add Additional Filters:** You can add another filter by clicking the “OR +” or “AND +” button. You can add multiple filters in this section.
* 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.
* 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.
* Click 'AND +' to add an 'and' filter
6. **Delete Unwanted Filters:** To delete a filter, simply click the Trash icon on the right side of each filter.
* Click the trash icon to delete a filter
7. **Review and Save:** Scroll down to see your customer segmentation filter results and then click “Save segmentation” at the top of the page.
* 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.
## Where segments can be used
* Use a saved segment as the audience for a bitCRM campaign.
* Use a saved segment as the audience for a **Schedule** trigger in Automation (**Trigger** → **Schedule** → **Send to**).
* Segments are not available as a live condition for event-based automation triggers (Shopify, Commerce, Web activity, bitLoyalty, and others) — those triggers evaluate their own event data, not saved segments.
## Related
* [Use AI-generated segment suggestions](/bitcrm/how-to-use-ai-generated-segment-suggestions)
* [Set up a trigger in automation](/bitcrm/how-to-set-up-a-trigger)
* [Set up schedule triggers in automation](/bitcrm/how-to-set-up-schedule-triggers-in-automation)
* [Set up bitLoyalty triggers in automation](/bitcrm/how-to-set-up-bitloyalty-triggers-in-automation)