How to Edit and Delete a Customer Segment

A customer group is not fixed once built: its conditions can change, its name can change, and it can be deleted. All 3 happen from the buttons in the Actions column of the Segmentation List page. What makes this different from building a new group is that an existing group may already be in use by a campaign, so touching it affects someone else's work too. This article covers both jobs step by step, with the checkpoints worth taking before you confirm. Editing or deleting one group takes under two minutes.

⚡ Quick Path: Account → Segmentation → find the group's row → Edit to change it, or Delete to remove it

Requirements before you start

• Permission for the Segmentation menu — if Segmentation is not under the Account menu, we recommend asking an administrator on your team to grant it first.
• Certainty about which group you are changing — note the group's name or its ID, because the rows sit close together and the wrong one is easy to hit.
• An answer to where that group is used — check first whether a campaign is currently sending to this group. This matters more than the other two, because it is the only thing that tells you who your change affects.

The 3 buttons in the Actions column and what each does

Every group's row ends with 3 buttons side by side.

1. View Opens that group's detail. It reads data and changes nothing. Use it when you want to see what conditions a group holds without intending to change them.

2. Edit Opens the Segmentation Edit page, where the name, description and conditions can be changed.

3. Delete Removes that group. A confirmation box always appears first.

Editing a group in 3 steps

Step 1 Press Edit on that group's row

On the Segmentation List page, find the row of the group you want to change and press Edit. The system opens the Segmentation Edit page.

Step 2 Change the name and description, then move on

The 1.Segmentation Information tab shows the group's current name and description in the fields. Both can be changed, and both must still hold a value, since both carry a red asterisk.

The name still follows the same character rules — letters, numbers, hyphens, underscores and commas — as the line beneath the field says.

With your changes made, press Save & Next at the bottom right to save and move to the condition tab.

If you only need to change the name or description and do not want to touch the conditions, pass through the second tab without changing anything and press Finish.

Step 3 Change the conditions, then press Finish

The 2.Condition tab shows the group's existing conditions under Segmentation Condition List, as cards in order. Each card carries its number in a circle, the group the condition came from, the plain-language summary, and a three-dot button on the right for managing that condition.

New conditions are added with + Add new condition, exactly as when building a group. Once the conditions are as you want them, press Finish at the bottom right and the system returns to the Segmentation List page.