How to edit a segment
How do I edit a segment?
This article explains how to edit the name and description of an existing segment. Follow these steps to update your segment details cleanly. This keeps your saved customer lists organized.
In this article, you will learn how to
- Update the name and description of an existing segment.
- Resolve errors when editing saved segment settings.
Before you start
Before editing a segment, make sure you have:
- Owner or Admin role in your Flownally workspace.
- At least one existing segment in Flownally.
How to edit a segment
- Log in to your Flownally workspace.
- Go to the Contacts tab.
- Click More or the three dots to the right of your segments, above the contact list.
- Choose Manage segments.
- You will see the segments list.
- Hover over the segment.
- Click the three dots on the right side of the segment and choose Edit segment.
- Provide a new name and/or a new description for the segment.
- Click the Save changes button to save it.
What happens after editing a segment?
After editing a segment, the updated segment name and description save instantly. Your team can view the updated details in the segment list right away.
Troubleshooting
Changes do not save
This happens due to a brief network connection drop. You must check your internet connection and submit the changes again.
Three dots icon is missing
This is caused by a temporary browser screen rendering delay. You need to reload your browser page to show the action icons.