Adding a Segment to an Account

Assign a Segment to an Account to group it by characteristics and apply specific benefits or rules.

Segments can be used to group Accounts based on specific characteristics and associated benefits. To learn more about Segments, refer to the Segments page.

To add a Segment to an Account, follow one of these steps:

1. From the Accounts page, find the Account that you want to add to the Segment, click the three dots () from the Actions column, and select Details.

2. Select the Account Details tab and select the Segment you want from the drop-down list.

3. Click the Save button to confirm the procedure.

API equivalent

Update an Account endpoint