> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saletides.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Segment

> Step-by-step guide to building custom segments in SaleTides.

## How to create a segment

Navigate to **Segments** in the sidebar and click **Create Segment**. Or click **Save as Segment** from any filter panel on a report page to save your current filters as a reusable segment.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/saletides/images/create-segment.png" alt="Create segment screen" />
</Frame>

## Step-by-step

<Steps>
  <Step title="Choose the segment type">
    Select what type of records this segment will filter:

    <CardGroup cols={2}>
      <Card title="Orders" icon="cart-shopping">
        Filter WooCommerce orders by status, payment method, value, date, country, and more
      </Card>

      <Card title="Customers" icon="users">
        Filter customers by location, registration date, order count, lifetime value, and more
      </Card>

      <Card title="Products" icon="box">
        Filter products by category, price range, name, and SKU
      </Card>

      <Card title="Subscriptions" icon="rotate">
        Filter subscriptions by status, plan, start date, and billing amount
      </Card>
    </CardGroup>
  </Step>

  <Step title="Add conditions">
    Each condition has three parts:

    ```
    [Attribute]     [Operator]      [Value]
    Country         is              United States
    Total spent     greater than    $500
    Order count     between         3 and 10
    ```

    Click **Add Condition** to add more. All conditions use **AND logic** — a record must match every condition to be included.
  </Step>

  <Step title="Name and save">
    Give your segment a clear, descriptive name. Click **Save Segment**.

    <Tip>Use names that describe the customer, not the filter — e.g. "High-Value UK Repeat Customers" not "country=UK AND value>500".</Tip>
  </Step>
</Steps>

## Available conditions by type

<Tabs>
  <Tab title="Order segment">
    | Attribute        | Example                |
    | ---------------- | ---------------------- |
    | Order status     | is Completed           |
    | Payment method   | is Stripe              |
    | Billing country  | is United States       |
    | Billing state    | is California          |
    | Order total      | is greater than \$100  |
    | Order date       | is in the last 30 days |
    | Coupon used      | contains any coupon    |
    | Contains product | is \[Product Name]     |
  </Tab>

  <Tab title="Customer segment">
    | Attribute         | Example                |
    | ----------------- | ---------------------- |
    | Billing country   | is United Kingdom      |
    | Billing city      | is London              |
    | First order date  | is before January 2024 |
    | Last order date   | is in the last 90 days |
    | Total order count | is greater than 5      |
    | Lifetime value    | is greater than \$500  |
    | WooCommerce role  | is Wholesale Customer  |
  </Tab>

  <Tab title="Product segment">
    | Attribute    | Example              |
    | ------------ | -------------------- |
    | Product name | contains "Bundle"    |
    | SKU          | starts with "BLK-"   |
    | Category     | is Apparel           |
    | Price        | is greater than \$50 |
  </Tab>

  <Tab title="Subscription segment">
    | Attribute            | Example                |
    | -------------------- | ---------------------- |
    | Status               | is Active              |
    | Subscription product | is \[Plan Name]        |
    | Start date           | is before January 2024 |
    | Recurring amount     | is greater than \$50   |
    | Billing period       | is Monthly             |
  </Tab>
</Tabs>

## Example segments to get you started

<AccordionGroup>
  <Accordion title="High-value repeat customers">
    * Customer: Total order count **greater than** 3
    * Customer: Lifetime value **greater than** \$300

    *Use this to identify your VIP customers for loyalty campaigns.*
  </Accordion>

  <Accordion title="New customers this quarter">
    * Customer: First order date **is in the last** 90 days
    * Customer: Total order count **equals** 1

    *Use this to target first-time buyers with a second-purchase offer.*
  </Accordion>

  <Accordion title="Large orders via PayPal">
    * Order: Payment method **is** PayPal
    * Order: Total **greater than** \$200

    *Use this to understand high-value PayPal buyer behaviour.*
  </Accordion>

  <Accordion title="Active monthly subscribers">
    * Subscription: Status **is** Active
    * Subscription: Billing period **is** Monthly

    *Use this to export a list of all active monthly subscribers.*
  </Accordion>
</AccordionGroup>