> ## Documentation Index
> Fetch the complete documentation index at: https://help.chatarmin.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Segment

> Chatarmin guide: Creating a Segment

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# WhatsApp Segment Creation and WhatsApp Segmentation Strategy

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You want to build segments, if "tags" are not a satisfying way to segment your clients base for flows and campaigns, anymore. Generally, you can make use of "and"/"or" logics, as well as filter-groups, to bulk-segment your audience based on your needs.

Watch this video-guide on how to make use of Chatarmin's WhatsApp Segmenting Feature:

<iframe src="https://www.loom.com/embed/1a396ff5e1cb46f3bbea6f70abd06d3c" title="Loom video" width="100%" height="420" allowFullScreen />

Source: Chatarmin, Q1 2024

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## Creating a new Segment

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Here's how to create a WhatsApp-segment:

1. Start by clicking **"Create Segment"** on the top right corner.

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b71d-729c-a79c-9f2ea304cd59.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=e91cf3039fca8c52d43c65ed0894190b" alt="Chatarmin help center image" width="138" height="48" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b71d-729c-a79c-9f2ea304cd59.png" />

2. Give your Segment a name to find it easier afterward, e.g. when you want to send out a campaign to this specific Segment or use it inside a Flow with an IF/ELSE split.

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b700-7287-8b4b-a4cd20b3cae4.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=610d98baae3af6792f27ac8269cc0209" alt="Chatarmin help center image" width="425" height="93" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b700-7287-8b4b-a4cd20b3cae4.png" />

3. Click **"Add filter group"**

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b716-763a-881f-cf3f7952dd0a.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=be441735e605e887b74700c3935b07bb" alt="Chatarmin help center image" width="207" height="89" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b716-763a-881f-cf3f7952dd0a.png" />

4. You can now choose one or multiple filters from the sidebar on the left to include inside of your Segment.

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b702-7505-8f66-55aeda3b7c2a.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=f6975c4190446c2e67fbe63cb54d362f" alt="Chatarmin help center image" width="289" height="796" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b702-7505-8f66-55aeda3b7c2a.png" />

5. You can then choose to match **"any"** or **"all"** conditions. If you choose **"any"** a lead will be included in the segment if he/she matches one or more of the given conditions. If you chose **"all"** the lead will only be included if he/she matches all of the given conditions.

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b715-7217-b3fe-0c09f3f9efb9.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=095bcfec4dcceee21a46ac4a2b2e987a" alt="Chatarmin help center image" width="389" height="179" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b715-7217-b3fe-0c09f3f9efb9.png" />

6. It's important to pay close attention to the setup of Groups and Subgroups. In most cases, a **double opt-in** is expected, along with an **AND filter**.

   Within this additional filter, you can define specific conditions — for example, whether *all* of them must apply or if *at least one* is enough. You can choose between **AND** and **OR** logic, depending on how strict or flexible your segmentation should be.

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b70f-76ce-a252-5c5cee787e22.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=c5cd56ba09a4c17412a82f0e1705e1d7" alt="Chatarmin help center image" width="724" height="472" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b70f-76ce-a252-5c5cee787e22.png" />

7. Once done with creating your segment you can click **"Review Segment"**

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b6fc-7738-a772-dd7de22fe313.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=758475ba8bbe2d74f1767955e910471c" alt="Chatarmin help center image" width="156" height="48" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b6fc-7738-a772-dd7de22fe313.png" />

   Your created Segment will then be shown with all its included leads.

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b712-765c-b3a4-cc9e90e4b31a.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=f9d92719457927178b0557171b3a03ad" alt="Chatarmin help center image" width="1887" height="603" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b712-765c-b3a4-cc9e90e4b31a.png" />

8. You can click **"Save Segment**" to finalize your segment or **"Edit Segment"** if you want to include or exclude more conditions.

   <img src="https://mintcdn.com/chatarmin-help-center/MtZ2rhhtTAqzIWsl/images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b70b-767d-92b1-0ecf87a161e2.png?fit=max&auto=format&n=MtZ2rhhtTAqzIWsl&q=85&s=6af8c5bdce4c0475dcfcb74ba12b5987" alt="Chatarmin help center image" width="151" height="76" data-path="images/c6c228c9-c5d2-4a13-979f-eeb3c055ce90/019b9c80-b70b-767d-92b1-0ecf87a161e2.png" />
