Create manual and rule-based customer or item segments

Procedure

1. Open CRM and marketing > Customer segments. Create a segment, enter its description and select the manual membership method.
2. Save the segment, then open the segment-composition report. Use the membership action to add an actual customer reference.
3. Reopen the segment composition and verify the saved member. Use the removal action only for an intended removal and confirm the changed membership.
4. For a rule-based segment, select periodic updating, configure a rule based on sales, payments or interactions and its explicit period/filter, then generate the composition.
5. Inspect the generated composition before enabling a schedule. Configure the schedule and enable its scheduled job only if automated refresh is required.
6. Use dynamic segments for supported analysis only; confirm whether the selected method stores membership before assigning sales rules, discounts or campaigns.

See also: Configure discounts and verify their combined result, Track a sales opportunity through outcome.