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Editing an Existing Segment

Segments aren't fixed once created — you can update the rules, rename them, or adjust the criteria at any time as your strategy evolves. This article walks through how to edit a segment and what happens when you do.

Where to find your segments

Go to Playbooks → Segments in the left sidebar. This page shows every segment you've created, along with key performance metrics for each:

  • Status — Active or Inactive

  • Members — current number of customers in the segment

  • Top Persona — the most common persona among segment members

  • Avg Value — average order value for this segment

  • Revenue — total revenue generated by this segment

  • Repeat — repeat purchase rate

  • VIP % — percentage of the segment that are high-signal customers

How to edit a segment

  1. On the Segments page, find the segment you want to edit

  2. Click the ⋮ menu on the right side of the row

  3. Click Edit Segment

  4. On the Basic Info screen, you can update the segment's name or description, then click Next

  5. On the Rules screen, you'll see how many customers currently match your existing rules. From here you can:

    • Edit existing rule values (e.g. change a follower threshold from 500K to 1,000,000)

    • Click Add Rule to add another condition within the same group

    • Click Add Group to add a new nested set of rules

    • Use AND / OR logic to control how rules combine

    • Click Clear All to remove all rules and start over

  6. The customer count at the top updates live as you adjust your rules, so you can see the impact before saving

  7. Click Save Changes

What happens to Playbooks built on this segment

Any Playbook already built on this segment automatically uses the updated criteria — you don't need to recreate or reconnect your Playbooks after editing a segment. If you tighten or loosen your rules, the Playbook's actions (Slack alerts, Klaviyo tags, Shopify tags, etc.) will apply to whoever matches the new definition going forward.

This makes segment editing a powerful way to refine your targeting over time without rebuilding your automations from scratch.

Other actions available from the menu

From the same ⋮ menu, you can also:

  • View Details — see the full segment breakdown without entering edit mode

  • Duplicate — create a copy of the segment as a starting point for a similar one

  • Create Playbook — build a new Playbook directly from this segment

  • Deactivate — pause the segment without deleting it. Deactivated segments stop updating and any connected Playbooks stop running

  • Delete — permanently remove the segment

📖 Saving Segments & Creating Playbooks

📖What are Signal Criteria and how do I add more?

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