How do I segment customers for marketing?

Open Marketing → Lists & Segments. The workspace has All, Lists, Segments, and Archived tabs.

To define a segment, choose Create new → Create segment. Enter a Segment Name and use Add filter under Filter criteria to choose conditions. The filter categories include demographics, spending and orders, engagement, consent, membership, and activity. To find a filter quickly, type its name in the Search filters box, then use the arrow keys and Enter to add it.

The form labels its criteria Auto-updates. Its Estimated Results panel shows the matching customer count and says Data refreshed every ~5 minutes. Treat that number as an estimate, rather than an immediate confirmation that every recent customer change has been processed.

For an order-count segment, choose Add filter → Spending & Orders → Total Orders and set the Between range to the minimum and maximum order counts you want.

Select Create segment to save, or Cancel to close without saving. After saving, open the segment and expand Segment Criteria to review its saved conditions. Check the customer total and matching-customer table as well; reload if the list count has not yet caught up with the saved result.

Lists and segments are available as campaign audiences. Reusable email designs are managed separately under Marketing → Templates.