SEGMENTS AND TAGS

Hi Andy

Thanks for helping.

When I set it up exactly as per your example above, it doesn’t attach it to any customers. When I set it up with the “AND” connection, it only links to her profile, and not her 4 customers.

You said “It’s difficult to say what your issue might be without more details of the tag/segment setup”, so what more would you need from me to try solve the problem?

Hey @Paola! Jumping in here for some clarification as well.  

Each team leader has 3 different purchasing groups, so I have created 3 different tags for each team leader: i.e Influencer, Paola’s Group, Legacy, Paola’s Group and Lucky Fish, Paola’s Group.

Here you mention 3 different tags, but the examples you provided include more than 3 options. It’s a little confusing on what your tags actually are and how you’re using them. Can you be really specific on that so we’re on the same page?

As far as your segment goes, let’s just pick one and take a peek. Can you show us how you have your conditions set up and what the results are? And to confirm the goal, you need to group customers by TWO different tags, inclusively, right? An example of your ideal case would also be helpful. 

Thanks!

Hi all. Thank you so much for all your suggestions and assistance. It seems there was a glitch on the day I was trying to create the segments, which was preventing it from working correctly.

I tried again the next day, and all worked perfectly!