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Creating a segment

Define a new segment for the active organization — name, code, colour, icon.

Open the active organization's Segments page and click Add segment. The segment modal opens with four fields — none of them long, all of them worth a moment's thought.

Segments are a Pro-and-above feature — on the Free plan the section shows an upgrade hint instead. See Plans & limits.

Segment modal with name, code, colour picker, and icon picker fields
The Add Segment modal — four fields, all four matter.

Fields

Name (required)

The human-readable label that shows up in reports, tables, and chips. Examples: Acquisition, Brand, Retention, Lookalike. Free text — keep it short and recognisable.

Code (required)

A short uppercase identifier. Examples: ACQ, BRAND, RET. Must be unique within the organization (you can't have two segments with the same code in the same organization; different organizations are isolated).

The code does real work:

  • Auto-assignment — during each sync, campaigns whose names contain this code get the segment assigned automatically. If your campaign naming already carries consistent tokens, matching your codes to them tags campaigns for you, including future ones.
  • It shows in the segments list and anywhere the segment is referenced with limited space.

Pick something stable and distinctive — a code that's a fragment of ordinary words (say, AD) will match campaign names you never intended it to. Changing the code later also changes which campaigns get auto-assigned.

Colour

A hex colour or one of the colour-picker presets. Used for:

  • The dot/swatch next to the segment name everywhere it appears.
  • The segment row in Segments reports.
  • Visual grouping in the campaigns table.

Pick distinct colours so a stakeholder skimming a report can tell segments apart at a glance. Default presets are tuned to be perceptually distinct.

Icon

Pick one from the icon picker. Shows up at the start of the segment row and in chips. Use it to reinforce the segment's intent visually (e.g. shopping-cart for Acquisition, repeat-arrow for Retention).

What happens on save

  1. Level creates the segment.
  2. The new segment appears in the table and is immediately available to assign to campaigns on the Campaigns page.
  3. On the next sync, campaigns whose names contain the code are tagged with it automatically.
  4. Existing reports of type Segments don't auto-include the new segment until you edit the report and add it.

Tips

Permissions

Creating segments requires the Manage Segments permission in the active organization. Without it, the Add segment button is hidden.