---
title: About Segments
description: How to use segments in marketing blasts and mailers
---
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# About Segments
## How to use segments in marketing blasts and mailers
The most effective marketing campaigns combine a powerful message with **the right customers.** Segments allow you to build custom lists for marketing.
#### Table of contents:
[The nuts and bolts of segments](https://support.shopgenie.io/support/about-segments#The-nuts-and-bolts-of-segments)
[Dynamic segments explained](https://support.shopgenie.io/support/about-segments#Dynamic-segments)
[Using a segment in a marketing blast request](https://support.shopgenie.io/support/about-segments#Segments-in-blasts)
[Exporting a segment for mailers](https://support.shopgenie.io/support/about-segments#Segments-in-mailers)
[Troubleshooting](https://support.shopgenie.io/support/about-segments#Troubleshooting-segments)
### The nuts and bolts of segments
You can access segments in two places: anytime you're requesting a blast OR in the customer section.
Out of the box we've provided you with a few template segments based on best practices in the industry. Feel free to use these templates or customize them to your liking!
You can always edit, delete or create a new segment,the only exception is the default **person and fleet segments cannot be changed.**
When you begin editing a segment or creating a new one, you'll enter into the customer list builder. This allows you to fully customize what customers should be included in the segment. **A really powerful part of segments is that the customer list automatically updates regularly based on the conditions you setup.** Let's take a look.
Above you'll see we're viewing the loyal customers segment. As you turn on/off different conditions, like "customer visits", the segments will start to update in the top right corner.
**You can edit these conditions to your liking, name the segment, and save it.**
For instance, customer visits includes two conditions:
- "Include customers who visited this often" allows you to specify an amount of times a customer has visited your location.
- Ex. Try adding a 0 and 1in the min. and max. fields to target new customers who have visited between 0 and 1 time at your location.
- "Include customers who visited less than 365 days ago" allows you to specify when a customer last visited.
### Dynamic segments explained
Shopgenie's segments work a bit different than what you're probably used to. Any segment you build can continue to be reused because your customers will automatically update over time.
Ex. Let's say you create a segment targeting customers from the last 365 days. **This list will automatically update every day because you've setup conditions.**
Whether you want to send a blast to those customers now, in 6-months or even next year - when you go to schedule a blast you'll have an accurate list of customers from the past year.
### Using a segment in a marketing blast request
While viewing the blast request form you can select who you'd like to send marketing to.
- **Not sure what customers are included in a segment?** No problem, just hover over the segment and click edit to view how it's setup.
- **Need a new segment?** Just click the blue "new segment" link at the bottom to open the editor.
### Exporting a segment for mailers
By clicking on the more button or the "icon with 3 dots" you can view a menu with different actions. Exporting the segment as a .csv will provide a list of customers to share with your mailer company for marketing.
**Pro tip:** Build a new segment with local zip-codes to target local customers with your mailers.
### Troubleshooting
Using segments to build custom lists can be confusing, we totally get it. Here's a checklist to help you get unstuck.
#### I am having trouble saving my segment!
1. **Make sure either person or business is selected.** You can find this under customer type while editing a segment.
2. **Make sure your segment has at least 1 person in it.** You can check the indicator in the top right.
3. **Make sure your segment isn't a duplicate.** You might have built this segment already and saved it under a different name, we also have templates that are prebuilt.
4. **Make sure your segment has a name.** You can edit the name of your segment in the top left corner of your screen.
Still no luck? You can reach us at support@shopgenie.io
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