Segments
Define customer groups to control product visibility, pricing, and communications.
Segments let you divide your customers into groups based on your business needs. You might have segments for different markets (domestic vs. international), customer types (retail vs. corporate), or sales channels (direct vs. agent). Segments control what customers see, what they can book, and how they receive communications.
How It Works
You create segments with a name, code, and optional color for visual identification. One segment is marked as the default — new customers and orders that don't have a specific segment assigned automatically fall into the default. Segments filter products, trips, and pricing so that different customer groups see different offerings.
Key Concepts
Segment Properties
| Property | Description |
|---|---|
| Name | The segment name (e.g., "International", "Corporate") |
| Code | A short identifier code |
| Slug | URL-friendly version of the name, used in customer-facing links |
| Color | A color code for visual identification in the admin interface |
| Description | Optional description of the segment |
| Communication Language | The 2-character language code (e.g., "en", "is") used for emails and customer communications |
| Active | Whether the segment is currently in use |
| Default | Whether this is the default segment for new records |
Default Segment
Exactly one segment must be the default. When you mark a segment as default, any previously default segment is automatically unset. The default segment is used when no specific segment is assigned.
Communication Language
Each segment has its own communication language. This determines the language used for automated emails and customer-facing content sent to customers in that segment. For example, your "Iceland" segment might use Icelandic ("is") while your "International" segment uses English ("en").
Common Tasks
Creating a Segment
- Navigate to Data > Segments
- Click Add
- Enter the segment name and code
- Choose a color for visual identification
- Set the communication language
- Mark as default if this should be the fallback segment
- Click Save
Setting the Default Segment
When you create or update a segment and mark it as default, Itsy automatically removes the default flag from any other segment. There is always exactly one default segment.
Role-Based Segment Access
Segments integrate with user roles. Admin users can see all segments and their data across the workspace. Regular users only see orders, trips, and products that belong to segments they have been granted access to. This means you can restrict staff members to working with specific customer groups.
Filtering by Segment
In most list views across the platform (orders, trips, products), you can filter by segment to focus on a specific customer group.
How It Connects
- Inventory — Products can be restricted to specific segments, controlling which customer groups can see and book them.
- Trips — Trips can be segment-specific, showing different trip options to different customer groups.
- Gift Certificates — Certificates can be restricted to specific segments.
- Actions — Communication language from the segment influences the language of automated emails.