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Copy, edit or rename a segment
Copy, edit or rename a segment

Make changes to previously created segments.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over 2 months ago

If you want to build a segment similar to an existing one, it’s sometimes easier to create a copy and then edit the copy. You can copy a segment within the same account, or create a copy in other accounts within your team.

If you decide you want to change the rules of a segment, you can edit it to include more, fewer, or different contacts. You can also change the name of a segment.


Copy a segment in the same account

  1. Go to Audience > Segments.

  2. Select the Copy icon for the segment you want.

  3. Enter a name for your copied segment.

  4. Expand the Segment location drop-down menu and select a folder.

  5. Select COPY.

You can now edit and save your copied segment.


Copy segments to other accounts

You can copy multiple segments at the same time, to one or more other accounts.

Before you start

  • To copy content between accounts:

    • The owner email of the account you’re copying from must have access to the account you’re copying to.

    • You must copy content from within the originating account, so your user profile must have access to the account you want to copy from.
      Learn more in the section User access to accounts.

  • When you copy a segment to a different account, we copy the segment structure. You can then edit the copies to add in any data fields, Insight data collections or other account-specific details you need.

  1. Go to Audience > Segments.

  2. Select the checkbox for the segments you want to copy.

  3. Expand the MORE ACTIONS drop-down menu and select Copy to accounts.

  4. In the Select accounts side panel, select the accounts you want to copy the segment to, then select APPLY.

The segments are copied to the top-level Segments folder in the selected accounts.


Edit a segment

  1. Go to Audience > Segments.

  2. Find the segment you want to edit and select the Edit icon.

  3. Edit your segment.

  4. Select SAVE.


Rename a segment

  1. Go to Audience > Segments.

  2. Select the check box for the segment you want to rename.

  3. Expand the MORE ACTIONS drop-down menu, and select Rename segment.

  4. Enter a new name for your segment.

  5. Select CONTINUE.

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