--- title: "Segments" slug: "segments" updated: 2026-04-22T14:49:04Z published: 2026-04-22T14:49:04Z canonical: "help.csgi.com/segments" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Segments The Segments feature in the Batch Communications Engine (BCE) lets you group profiles that share common attributes or behaviors. You then reuse these segments across campaigns so that each campaign targets the right audience. - Sign in to the BCE application, select the **Segments** icon (the connected nodes/network icon) from the left navigation bar, and the Segments list page opens. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Segments(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) - The Segments **summary tile** (right side) shows the following: - Total number of segments. For **example**, **Total 13** - Status based counts on hover. For **example**, **4 Active** and **2 Unused** - Select **+ Create New Segment** to create a new segment. ## Search Segments - Use the **Search** box to enter a segment **name** or **description** and dynamically filter the Segments list, displaying only matching results in the table. (For **example**, “**Users with balance above 1300**”) - When you enter a segment name in the Search box, an **X (clear)** icon appears that lets you clear the search and reset the Segments list. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/segment search.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) The **Segments list** displays a scrollable table that includes the following key elements: - **Name:** The segment’s display name. - **Description:** A short explanation of which profiles belong to the segment. - **Created Date**: The date and time when the segment was created. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Segments.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) ## Edit, or Delete a Segment - Locate the **segment** you want to review in the table. - Click anywhere on the segment’s **row**. - Confirm that the row is selected and a segment details panel opens beside the table. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Segment management.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) - At the bottom of the segment details panel, review the **bottom toolbar**: - **Delete** button (trash-can icon) on the left. - **Add to Campaign** button in the center. - **Edit** button on the right. ### How to Edit a Segment > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) > > When the segment is linked only to **campaigns** that are **not yet launched** or are **stopped**, the **Edit** button is **enabled** (active). > > When a **campaign** that uses the segment has been **launched and is running**, the **Edit** button is **disabled** and appears greyed out . - In the Segment details section select **Edit** to modify the segment. - The **Segment Name**, **Prompt and the Description** fields become editable. - Update the **Segment Name**, **Prompt** used to define the segment and the **Description** (**Use prompt as segment description** toggle is turned **off**, so that the description can be edited independently of the prompt). - Click **Cancel** to **undo the changes** or click **Save** to **update the changes** on the Segment. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/segment edit.gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) ### How to Delete a Segment > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) > > The availability of the **Delete** button depends on the campaign status associated with the segment. > > - Before any linked campaign is launched, the **Delete** button remains active and you can delete the segment. > - When a campaign that uses the segment is launched and running, the **Delete** button is disabled and you cannot delete the segment. > - If a campaign using the segment is stopped, the **Delete** button becomes active again, allowing you to delete the segment. - Select the **Delete** button (trash-can icon) on the bottom toolbar. - The **Segment – Confirm Deletion** modal opens with **Cancel** and **Delete** options. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) > > This action is permanent. The segment will be removed and no longer available in the system. - Click **Cancel** to close the modal and keep the segment unchanged or click **Delete** to proceed with deleting the segment. - After you select **Delete** the modal briefly displays a **Segment deleting** state while the system processes the request. - The modal closes automatically when deletion completes. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/segment delete.gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) - A toast message appears, for example **Segment deleted**, confirming that the delete action was successful. - Select the **X icon** to dismiss the toast message, or wait for it to close automatically. - Verify that the deleted segment is removed from the Segments list and no longer appears as a selectable segment for future campaigns. ### Add to Campaign After you successfully create a segment, the **Add to Campaign** button appears. - Click **Add to Campaign**. - The **Campaign** page opens. - Create a campaign to link the segment to the campaign’s audience definition. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D) > > You can also create a new Campaign directly from the Campaigns screen and select the Segment as part of creating the Campaign. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Add to Campaign.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A28Z&se=2026-10-26T13%3A26%3A28Z&sr=c&sp=r&sig=5qi2cdnKvDAsHZD4CWkxaxoA115DAV5Tz%2BRfujacOD8%3D)