---
title: "How to Add a New Segment in ClearCRM"
description: "This guide provides step-by-step instructions on how to add a new segment in ClearCRM."
url: https://help.clearcrm.com/en/articles/10775126-how-to-add-a-new-segment-in-clearcrm
collection: "Marketing"
updated: 2026-07-21
language: en
---

# How to Add a New Segment in ClearCRM

This guide provides step-by-step instructions on how to add a new segment in ClearCRM.

## **Navigating to the Segments Page**

1.  Log in to ClearCRM.
    
2.  From the main navigation menu, go to **Marketing > Segments**.
    
3.  Click the **"Add New Segment"** button at the top of the page to open the segment creation interface.
    

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## **Understanding the Segment Creation Page**

The segment creation page consists of two main tabs: **Details** and **Filters**.

## **1\. Details Tab**

This tab includes the fundamental information for the segment:

-   **Name** (Required): Enter a unique name for the segment.
    
-   **Category** (Required): Select a category from the dropdown list.
    
-   **Color**: Choose a color to visually distinguish this segment.
    
-   **Public Segment**: Choose **Yes** or **No** to determine if the segment should be publicly accessible.
    
-   **Published**: Select **Yes** or **No** to publish the segment immediately or save it as a draft.
    
-   **Description**: Add any relevant notes about the segment using the text editor.
    

After filling out the required fields, proceed to the **Filters** tab for further configuration.

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## **2\. Filters Tab**

This tab allows you to define conditions to dynamically include contacts in the segment.

-   **Filter Type**: Choose between **Lead** or **Customer**.
    
-   **Condition Selection Box**:
    
    -   First dropdown: Select **And/Or** to define multiple conditions logically.
        
    -   Second dropdown: Choose an attribute (e.g., Name, Website, Email, etc.).
        
    -   Third dropdown: Specify a condition (e.g., Equals, Not Equals, Greater Than, etc.).
        
    -   Input Field: Enter the corresponding value for filtering.
        

Additional conditions can be added using the **"+"** button next to the input field.

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## **Finalizing and Saving the Segment**

Once all details and filters are set:

1.  Review the segment details and conditions.
    
2.  Click the **Save** button at the bottom-right corner of the page.
    
3.  The new segment will now appear in the **Segments Dashboard**.
    

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By following these steps, users can efficiently create and configure a new segment in ClearCRM, ensuring that contacts are organized based on specific conditions.