Customer segments let you group customers by shared attributes like region, industry, or contract size. Use segments to apply specific Pricebooks or filter your customer database.Documentation Index
Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
Use this file to discover all available pages before exploring further.
Prerequisites
- Admin or Manager role
- At least one customer in your Qwoty account
Access the segments page
In the left side menu, click Customer → Customer Segment.Create a new segment
Fill in general information
In the General Information section:
- Name (required): Enter a name for your segment (e.g.,
Enterprise - FranceorSMB - Tech) - Reference (optional): Add an internal reference code
- Description (optional): Clarify the segment’s purpose for your team
Assign customers
In the Associated Customers section, click Manage Customers to select which customers belong to this segment.
Link resources (optional)
In the Linked Resources section, associate Templates, Discounts, and other resources. Only linked resources will be available when creating quotes for customers in this segment.
What happens next
Your new segment appears in the Customer Segment list and becomes available when creating or editing a Pricebook to apply targeted pricing.Troubleshooting
My segment shows no customers
My segment shows no customers
Open the segment and click Manage Customers to add customers. Customers are assigned to segments manually — there is no automatic rule-based assignment.
The segment option doesn't appear when creating a Pricebook
The segment option doesn't appear when creating a Pricebook
Ensure the segment is saved. Refresh your browser and verify you have the correct permissions to link segments to Pricebooks.
Related resources
Edit a segment
Update segment criteria and membership rules
Delete a segment
Remove segments no longer in use
Create a Pricebook
Apply segment-specific pricing to your products
Customer overview
Learn about customer management in Qwoty