To get started
Head to the "Settings" page and click the segments tab.
This screen will show any current segments. To create new ones, click on the button labeled "New Segment".
The next screen will allow you to input information to create a new segment.
*Segments can be created for a customer or an invoice
When creating a segment for an customer you must enter the:
Segment Condition- What is being filtered
After that, you will need to enter the:
Next You need to add the "Field" which is the category by which the information will be segmented.
Once you have added any necessary fields, you press the "save" button in the upper right corner.
Anything that now matches this filter, or has the added fields, will be tagged with the created segment.
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