DoubleTick Docs
DoubleTick Docs
  • DoubleTick Help Center
  • Get Started with DoubleTick
    • Pre-requisites for Onboarding
    • How to Do Meta Facebook Business Verification
    • DoubleTick Onboarding
  • Chat Management
    • Start a New Chat with Customers
    • Manage Customer Conversation on Chat Inbox
    • How to Use Customer Notes
    • How to Use Tags
    • How to Assign Chats
    • How to Block & Unblock Customers
    • How to Manage Conversations
    • What is WhatsApp Opt-in and How to Manage It
    • How to Configure SLA (Service Level Agreement)
    • Forward Chat Message: Enhancing Communication Efficiency
  • Broadcast List
    • How to Import Customer Data
    • How to Send and Schedule Broadcast Messages
    • How to Check Broadcast Summary
    • How to Re-Target Your Customers
    • How to Manage Broadcast List Access
    • How to Scheduled Broadcasts
    • Send Dynamic PDFs via DoubleTick WhatsApp Broadcast Using Google Sheets
  • How to Create Dynamic Broadcast Channel on DoubleTick
  • Templates
    • Template Categories in WhatsApp API
    • How to Create Message Templates
      • Know the Basic Info for Template Creation
      • How to Use the Content Section in Template
      • How to Add Buttons in Message Template
      • How to use Variables in Message Template
      • How to Preview the Message Template
    • Check Message Template Status
    • Send Template Messages
    • Change Template Details
    • Fix Message Template Rejection
    • WhatsApp Forms
    • Create a Carousel Template Message
    • How to Send Dynamic content in a Single template with DoubleTick
    • How To Create An OTP Template On DoubleTick
  • Customers
    • Create Customer Segments
    • Deleting Customers On DoubleTick
  • Analytics
    • Setup Analytics
  • REPORTS
    • How to Download and Export Reports in DoubleTick
  • Teams
    • Invite Your Team Members
    • Accept Invitations and Log in to DoubleTick
    • Assign & Change Reporting Structure
    • Update a Team Member’s Name in DoubleTick.
  • Bot Studio
    • Create and Manage Bots
    • Create Order Bot
    • Set Up Welcome Bot
    • Set Up Stop Bot
    • Set Up Bot Triggers
    • How to Notify Agents on WhatsApp When Assigned a Lead in DoubleTick
    • Fixing Webhook Phone Numbers: Add Country Codes Automatically
    • How to Integrate WooCommerce with DoubleTick
    • How to Record Customer Responses Using DoubleTick’s Bot Studio and Google Sheets Integration
    • How to Automate Reminders for Template Button Selection in Your Bot
    • Actions
      • Assign Agent to Customer's Chat
      • How to Use the Close Conversation Feature
      • How to Use Condition Action
      • How to Set Up Google Sheet Action
      • What is WhatsApp Opt-Out and How to Manage It
      • How to Send Interactive List Messages
      • How to Send Interactive Messages
      • How to Send Multimedia Messages
      • How to Set Customer Attributes
      • How to Set Tags
      • How to Set Time Delay on Chatbot
      • How to Set Wait Till Action on Chatbot
      • Condition Action In Chat Bot
      • Streamlining Lead Management with Round Robin Agent Assignment Using Bots
  • Settings
    • Edit Your Profile Details
    • Manage Roles
      • How to Use Organization Roles Feature
      • How to Use WhatsApp Account Roles Feature
      • How to Grant Phone Number Access to Agents with Custom Role In DoubleTick
      • Change Roles of Existing Team Members
    • How to Use Custom Contact Fields
    • Create and Use Quick Replies
    • Send Template Messages
    • Create a WhatsApp Widget on Website
    • How to Use Webhooks to Pass Events to Third-Party
    • Get Developer API
    • How to Manage Channels
    • How to Manage Billing & Invoices
      • How to Find the Invoice in DoubleTick
      • How to Update Billing Details in DoubleTick
    • Set Up Working Hours
    • Integrations
      • Streamline Appointment Booking on DoubleTick Using Zapier and Google Calendar
      • Automating WhatsApp messages on DoubleTick on column updates on Google Sheet
      • Automatic updates from Gsheet Database
      • Tally Prime Integration
      • Indiamart & DoubleTick Integration
      • How to Integrate My Operator with DoubleTick via Webhook to Send Templates
      • How to Integrate QuickSell with DoubleTick
    • How To Enable Browser Push Notification For DoubleTick Messages
    • How to Update Your Display Name On Facebook Business Account
    • Import WhatsApp Chats
  • WhatsAPP BUSINESS API
    • WhatsApp API Conversations & Categories
    • How Conversation Charges Works
    • Manage and View Account Quality on Meta
    • Messaging Limits in WhatsApp API
    • Unblock Your WhatsApp API Account
    • Change Your Display Name in Meta WhatsApp Manager
    • Apply for WhatsApp Green Tick
    • How To Update the Display Picture (DP) in Facebook Business Manager
  • Troubleshoot Errors
    • Troubleshoot Common WhatsApp API Errors
    • Per-User Marketing Template Message Limits
    • Unsupported Message: Understanding WhatsApp API Restrictions and How They Affect Communication
    • What is Frequency Capping
      • How Frequency Capping Works
    • How to Link Your WhatsApp API Phone Number to a Facebook Page
    • How to Use DoubleTick? Product Feature Training Videos
    • How To Resolve META Maintaining Healthy Ecosystem Delivery Error: A Step-by-Step Guide
  • How to Identify and Resolve Duplicate Keywords in Bot Configurations
  • Logging Out A Member From All Devices in DoubleTick
  • How to Use Newline Characters in Template Variables In DoubleTick
  • How To Login To DoubleTick
  • How To Logout From DoubleTick
  • Re-Engagement Error While Sending a Message in the Open Reply Window
  • How to Resolve the "Please Fill All Fields" Error in Templates On DoubleTick
  • How To Troubleshoot the "Spam Rate Limit Hit" Error in DoubleTick
  • How to resolve the "404 – File or Directory Not Found" error when exporting an Excel sheet?
  • How To Capture Details Using Webhooks And Condition
  • Understanding the “Only 30 Groups Can Be Created at One Time” Error in DoubleTick
  • Stay Ahead with WhatsApp: Important Updates from Meta
  • Meta Pauses WhatsApp Marketing Messages for U.S. Customers
  • Understanding and Troubleshooting the "New Bot Failure Alert" Email
  • Marketing Message Lite
  • TOPIC WISE VIDEO LIST
    • Page 1
  • How to Integrate QuickSell with DoubleTick
  • Appointment Booking
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On this page
  • Check out our video on; What are customer segments and why are they needed? 👇
  • How to create a new segment?
  • View Customer Fields
  • Add Multiple Filters
  • Export Customer Details
  1. Customers

Create Customer Segments

Learn how to create customer segments on DoubleTick. Group customer based on their age, gender, location, or interest for targeted campaigns.

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Last updated 1 year ago


Check out our video on; What are customer segments and why are they needed? 👇


How to create a new segment?

Segmenting customers based on age group, gender, or location, businesses can tailor their marketing messages and offerings to better suit the preferences and needs of each group

This enables more targeted and effective marketing campaigns, resulting in improved customer engagement and satisfaction

To form a new segment with specific data,

  • When you click on "Add Filter," you'll encounter a dropdown menu containing all available customer attributes. This allows you to select the attribute you wish to filter by

  • Here, you can refine the data according to your preferences.

  • For instance, if you aim to create a segment of customers based on their gender, select the "Gender" customer attribute;

  • Next, adjust the conditions to include customers who have provided their gender information. For example, you can select the condition "Is Set," which will display all customers with available gender data.

  • Alternatively, you can select a specific gender by choosing the condition "Equals" and then selecting the desired gender value from the dropdown menu. For instance, if you set the value as "Male," all contacts with the gender attribute set to "Male" will be displayed

  • To create a new segment, click on "Create Segment."

  • A pop-up dialog will appear where you can enter the segment name and optionally add a description.

  • Then, click on the "Create Segment" button to finalize

"New product: Men" segment successfully created, containing only contacts identified as male gender.


View Customer Fields

To view multiple fields for customers,

  • Click on the gear icon,

  • then select the customer fields you want to view, e.g. gender and email.

  • Click on the "Set Fields" button, and the selected fields will be displayed on screen with corresponding values for the customers.

  • If values exist for the selected fields, they will be displayed; otherwise, the field will appear blank.


Add Multiple Filters

To add multiple filters,

  • Click on the "Add Filter" button and enter your filter data

  • After adding the first filter, you'll have the option to add another one below it.

  • You can continue adding multiple filters by clicking on the "Add Filter" button again as needed, allowing for customization based on your specific requirements.


Export Customer Details

  • To export customer details, simply click on the "Export" button.

  • You can export data for any segments or selected fields.

Note: only the owner has access to export data


Click on the "Add Filter" button

This method ensures that only customers with the specified data criteria are included in the segment.