Use the Segments settings page to create and manage the segment types you use to group your clients for shared workflows.

Accessing Segments settings

You can open Settings from anywhere in ScalePad CS:

1. Click your account name in the upper left corner of any page.

2. Click Account Settings.

Then click Segmentation under the Clients section of the left navigation panel.

Segments page layout and features

Segment list

A search field lets you find a specific segment. The table lists:

• Color
  The color used to visually identify this segment throughout ScalePad CS.
• Title
  The segment's name.
• # Clients
  How many clients are currently assigned to this segment.

Each row also has a menu with two options: Edit Segment, where you can change the segment's name and color, and Delete Segment.

Creating a segment

1. Click + New Segment to open the Create Segment modal.

2. Enter a segment name.

3. Choose a color to identify this segment across Lifecycle Manager.

4. Click Create Segment.