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Customer Segmentation and Audiences

This article covers how to create and use Custom Audiences to segment customers for analysis and campaign planning.

Updated over 2 months ago

Customer segmentation helps you understand who your customers are and how to engage them more effectively. The Custom Audience tool lets you group customers by shared characteristics so you can make better decisions about targeting and campaigns.

This page is designed for analysis and planning—it does not send messages.

What a Custom Audience is

A Custom Audience is a group of customers who match the filters you apply. These attributes can include:

  • Age range

  • Household income

  • Home ownership

  • Education or occupation

  • Net worth

  • Presence of children

  • Gender

  • Recent activity or date ranges

As you adjust filters, the audience updates instantly so you can see how many customers qualify and who is included.


How to use this page

1. Set a time range

Choose a time range to define which customers are eligible based on their activity during that period. This is often used for reviewing recent buyers, seasonal behavior, or campaign windows.

2. Apply filters

Use the demographic and household filters to narrow the audience. You can use a single filter or stack multiple filters to refine the group.

3. Review the audience

On the right side of the page, you’ll see the total audience size and a list of customer email addresses. This helps confirm that the audience matches what you intended to build.


What this tool is used for

Custom Audiences are typically used to:

  • Plan email or SMS segments

  • Inform paid media targeting

  • Shape promotions and offers

  • Analyze how different customer groups respond to products or campaigns

Think of this tool as a planning step before you execute any outreach.


Exporting an audience

If you need your audience exported for use in an email platform or ad tool, contact Partner Success using the help desk widget. We’ll generate the file for you.


What this tool does not do

  • It does not send messages

  • It does not automatically sync to ad platforms

  • It does not modify customer data

You choose how and where to use each audience.


Best practices

  • Start broad, then narrow

  • Avoid over-segmenting into very small audiences

  • Revisit segments regularly as your customer base changes


Need help?

Use the help desk widget if you need guidance choosing filters, interpreting results, or exporting an audience.

When used thoughtfully, segmentation leads to clearer messaging, stronger campaigns, and more efficient DTC growth.

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