# How to create and use a Segment?

You can create dynamic User Segments to use the same targeting rules in as many orchestrations as you want! Let's go through the steps together :sparkles:

## 1. Create a segment

Go to the **Data > Segments** page, where you will find the list of your current segments, and click on **New segment:**&#x20;

<figure><img src="https://509463063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfiAYaWDWqtFZeXxyg67F%2Fuploads%2F5GA3fPmRYjI2uTumt4Rm%2FCleanShot%202025-09-05%20at%2016.34.24%402x.png?alt=media&#x26;token=a50b8bb6-aa0d-4fd8-9775-77b3acdeacc1" alt=""><figcaption></figcaption></figure>

Write a title for your segment and add the targeting rules of your choice, then click on **Save segment** ✅

<figure><img src="https://509463063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfiAYaWDWqtFZeXxyg67F%2Fuploads%2F6UiHLVZHLCS4DrisqskN%2FCleanShot%202024-10-03%20at%2010.31.13%402x.png?alt=media&#x26;token=0d3a0563-4042-4fde-957b-09b567786902" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
💡 Tip: do not choose the same name for multiple segments to avoid any mistakes when selecting it.
{% endhint %}

## 2. Use your segment

Once your segment is created, you can use it in any type of campaign or orchestration. Click on the **Use segment** button to select your segment. You can add up to 10 segments.

Your automation is now almost ready to be sent!

<figure><img src="https://509463063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfiAYaWDWqtFZeXxyg67F%2Fuploads%2FownzkDSdyB47jRhssY0j%2Fsegmentv2-_1_.gif?alt=media&#x26;token=34946a7f-b749-44ba-b35c-92edf490e510" alt=""><figcaption></figcaption></figure>

## 3. Manage your segments

Use the page **Data > Segments** to manage your user segments. Create, delete, update and export them from the same page! Check the **Estimated profiles** of each segment and the number of orchestrations using it in real-time:&#x20;

<figure><img src="https://509463063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfiAYaWDWqtFZeXxyg67F%2Fuploads%2FcjoevNIhqr4oqOl9yOlm%2FCleanShot%202025-09-05%20at%2016.37.01%402x.png?alt=media&#x26;token=374124a7-eb72-4e05-8b72-162e24c75480" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
💡 Note that any modifications made to a segment from there will apply directly to the orchestrations using it. Also, you cannot delete a segment used in a running orchestration:
{% endhint %}

<figure><img src="https://509463063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfiAYaWDWqtFZeXxyg67F%2Fuploads%2FIIDgFrlBO1dme5N7wa1T%2FCleanShot%202025-09-05%20at%2016.37.28%402x.png?alt=media&#x26;token=2e0a64b6-f277-4831-aedb-4fadc28e46bf" alt=""><figcaption></figcaption></figure>

## 4. Export your segments

Download the list of profiles that match the conditions of your segment by clicking on the **Export** profile button next to your segment:

<figure><img src="https://509463063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfiAYaWDWqtFZeXxyg67F%2Fuploads%2FoYPxw4Zq2LXsxaEWNeyt%2Fexport_segments.png?alt=media&#x26;token=8472da70-0474-463c-ac75-c14180ce618e" alt=""><figcaption></figcaption></figure>

Once your export is processed, you will promptly receive an email containing the download link for your file!

The file will contain the following information:

* Custom ID
* Profile ID
* Phone number (if available)
* Email address (if available)

{% hint style="info" %}
Please be aware that depending on the size of your userbase, the export process may take several minutes to generate and send. To ensure a smooth process, kindly avoid clicking the export button again during this time, as it could restart the operation.
{% endhint %}

Learn more about the Segment feature on the [Profile documentation](https://doc.batch.com/getting-started/features/customer-engagement-platform/profiles/segments).


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