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Save Filters as Segments

Jack Kennedy avatar
Written by Jack Kennedy
Updated over a year ago

Whippy allows you to save your custom filters as segments, making it easy to apply complex filters without recreating them each time. Follow this guide to learn how to save filters as segments:

1. Navigate to your Data page

Go to the Whippy Data by clicking https://app.whippy.co/data/contacts This will take you directly to your list of all contacts with advanced options.

2. Set Up Filter Properties

Before saving a filter as a segment, you need to define the filter properties. Set up the filters according to your needs.

3. Click the "Save Segment" Button

After configuring your filter, locate and click the "Save Segment" button.

4. Confirm Segment Creation

After naming your segment, click the confirmation button to save it.

5. Done. Select Your Segment

On the left-hand side of the Data page, click on the "Segments" tab. From the list, select the segment you wish to apply.

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