How to Use Customer Segments in a Campaign?

UpBlick Team

Updated on 01-09-2026

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Customer segments help you send a campaign to a more relevant audience. Instead of choosing every customer, you can choose a group that matches the message, offer, location, or customer relationship.

Why use segments

• Send more relevant messages.
• Avoid messaging customers who should not receive the campaign.
• Improve delivery and engagement quality.
• Keep offers and updates focused.
• Respect consent and communication preferences more carefully.

How to use a segment

1. Open Campaigns and choose the campaign template.
2. Select Send Campaign.
3. Find the Audience field.
4. Choose the segment or customer group you want to target.
5. Review the recipient count shown in the preview panel.
6. Complete the message and send or schedule the campaign.

Examples of useful segments

• Customers from one location.
• Customers with valid WhatsApp or mobile numbers.
• Customers who agreed to marketing communication.
• Customers interested in a particular service or product.
• Customers who have not visited recently.

Before sending to a segment

Check that the segment is current, relevant, and eligible for the message. If the recipient count looks unexpected, review the customer records before sending.

Frequently asked questions

Should every campaign use a segment?

Not always, but targeted segments usually create more relevant campaigns than sending every message to every customer.

Why is the segment recipient count lower than expected?

Some customers may not have valid contact details, may belong to another location, or may not meet the selected segment rules.