Client segmentation: manually overriding a segment

Select the client you wish you change the segment/group segment for, select the preferred segment in the more actions section, and click “set”.

Edit your client by clicking on the pencil.

Click on the "segment/group segment" button to toggle the dropdown for your segments.

Select your preferred segment to override it.

Your overridden segments will display as an orange segment, instead of a blue segment:

If you wish to revert back to the preset segment, do this by selecting your client and selecting the “(Automatic)” segment/group segment at more actions.

Your client segmentation is now ready for reporting. 😊

As always, don't hesitate to contact [email protected] if you need assistance.