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

# Segments

## 1. Concepts

### What Segments does

**Communications > Segments** manages reusable customer filter definitions, used to target Email Alerts and Configurations at specific groups of customers instead of every customer.

### How a segment is built

A segment is a set of filter conditions. Each condition picks an entity (Customer, Invoice, Payment Method, or Monitor), a field on that entity, an operator, and a value. Multiple conditions can be added, on the same entity or across different entities. Each additional condition narrows the segment further.

### Where segments are used

Segments are not consumed on this page. Two other Communications tabs use them:

* **Email Alerts** uses a segment to target the Invoice Generation, Invoice Approval, and Invoice Due (Invoice Reminders) alerts. See [Email alerts](/docs/20240301/product-modules/more/communications/email-alerts).
* **Configurations** uses a segment to target a campaign, and shows a preview of the customers a segment currently resolves to. See [Configurations](/docs/20240301/product-modules/more/communications/configurations).

### Editing and deleting a segment

A segment's name and filters can be changed at any time after creation. There is no option to delete a segment.

***

## 2. How-to guides

### Create a segment

1. Go to **Communications > Segments**, and click **Create New Segment**.
2. Enter a **Segment Name**.
3. Click **Add New Filter**, and choose an entity (Customer, Invoice, Payment Method, or Monitor), a field, an operator, and a value.
4. Repeat to add more filters. Each filter narrows the segment further.
5. Save the segment.

### Edit a segment

1. Go to **Communications > Segments**.
2. Open the segment to change, either by clicking its row or using the row's actions menu.
3. Update the **Segment Name** or its filters.
4. Save.

### Troubleshooting

* **There is no delete option for a segment**: segments cannot currently be deleted. If a segment is no longer needed, remove its filters, or stop referencing it from Email Alerts and Configurations instead.
* **A Monitor filter only offers Greater Than or Less Than**: Monitor filters do not support an Equals comparison. Use Greater Than or Less Than to express the condition.

***

## 3. Reference

### Location

**Communications > Segments**.

### Filter entities and fields

| Entity         | Fields                                                                                                                              |
| -------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| Customer       | Customer Name, Customer Email, Custom Data, Connector Name, Default Payment Method, Default Payment Method Status, Customer Country |
| Invoice        | Status, Due date exceeded by (days), Created after                                                                                  |
| Payment Method | Type, Status, Is default                                                                                                            |
| Monitor        | One field per meter configured for the organization; supports Greater Than and Less Than only                                       |

### Fields

| Field        | Required | Notes                                                   |
| ------------ | -------- | ------------------------------------------------------- |
| Segment Name | Yes      |                                                         |
| Filters      | No       | One or more conditions across the entities listed above |

### List columns

| Column       | Description                         |
| ------------ | ----------------------------------- |
| Segment Name |                                     |
| Filters      | Summary of the segment's conditions |
| Created By   |                                     |
| Created At   |                                     |

### What is not currently supported

| Capability                                        | Status                                                                 |
| ------------------------------------------------- | ---------------------------------------------------------------------- |
| Deleting a segment                                | Not available                                                          |
| Combining filters with OR, or grouping conditions | Not available; every added filter narrows the segment further          |
| Equals comparison on Monitor filters              | Not available; Monitor filters support Greater Than and Less Than only |