Managing segments

Editing

Click Edit on a segment row's action menu. The same modal you used to create it opens, pre-filled.

What you can change:

• Name — free text. Reports automatically pick up the new name on next load.
• Code — uppercase identifier. Stays unique-within-client; the form blocks the change if you try to set it to a code already used.
• Colour — affects every existing place the segment is shown.
• Icon — same.

Existing campaign-segment assignments are preserved across edits. Renaming a segment doesn't unlink it from campaigns.

Deleting

Click Delete on the row's action menu. Level prompts for confirmation.

What happens on delete:

• The segment is removed from the segments list.
• Campaigns previously tagged with this segment lose the tag. The campaigns themselves are unaffected — they keep all their data and any other segment tags they had.
• Reports of type Segments that included this segment as a row lose that row from the rollup. Numbers under the deleted row aren't lost — they're either redistributed (if campaigns are tagged with another segment) or fall into the Unknown / un-segmented bucket (depending on the report's include un-tagged setting).

There's no undo. If you delete by mistake, recreate the segment with the same code and re-assign the campaigns — but campaigns would need to be re-tagged manually.

Cascade reference

Permissions

Editing and deleting segments require manage segments on the active client. Without it, the row's action menu is hidden — read-only viewers see the list but can't change anything.