> ## 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.

# Create a segment

> Create a customer segment to apply targeted pricing and filter your customer list

{/* AUDIT NOTE: Segments are NOT rule/filter based. There is no "Add filter" or criteria builder. Customers are assigned to segments manually via the "Manage Customers" button on the segment record. The segment form has: General Information (Name*, Reference, Description), Associated Customers (Manage Customers button), Linked Resources (Templates, Discounts…), and API Name* in the right panel. */}

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.

## 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

<Steps>
  <Step title="Open the segment form">
    Click **+ New** in the top-right corner.
  </Step>

  <Step title="Fill in general information">
    In the **General Information** section:

    * **Name** (required): Enter a name for your segment (e.g., `Enterprise - France` or `SMB - Tech`)
    * **Reference** (optional): Add an internal reference code
    * **Description** (optional): Clarify the segment's purpose for your team
  </Step>

  <Step title="Assign customers">
    In the **Associated Customers** section, click **Manage Customers** to select which customers belong to this segment.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the segment">
    Click **Save** at the top right to create the segment.
  </Step>
</Steps>

## 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.

<Tip>
  A single customer can belong to multiple segments simultaneously.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Edit a segment" icon="pen" href="/user-guide/customers/how-tos/create-segment">
    Update segment criteria and membership rules
  </Card>

  <Card title="Delete a segment" icon="trash" href="/user-guide/customers/how-tos/create-segment">
    Remove segments no longer in use
  </Card>

  <Card title="Create a Pricebook" icon="tags" href="/user-guide/catalog/how-tos/create-pricebook">
    Apply segment-specific pricing to your products
  </Card>

  <Card title="Customer overview" icon="building" href="/user-guide/customers/reference/segments">
    Learn about customer management in Qwoty
  </Card>
</CardGroup>