---
title: Account segments
shortTitle: Segments
description: Group accounts using segments to bulk apply settings or other rules.
category: Brand
section: Accounts
order: 23300
readTime: 3 min read
---

You can group accounts with shared characteristics or properties into a **segment**. You can filter your accounts view to a specific segment for bulk management, apply discounting rules to all accounts within a segment, or organize your list of retailers for selection on other areas of the portal.

{% callout type="info" title="Segments replace Retailer Groups in California" %}
With California migrating to the v2 application, retailer groups will be deprecated. All prior settings maintained in a retailer group will now live at the individual account level. For account grouping purposes, retailer groups will be converted to segments.
{% /callout %}

## View all segments
You can view all segments by navigating to the **Segments** tab under **Accounts**. Use the chevron icon to expand the Accounts menu. 

To search for a specific segment or retailer included within a segment, use the search bar.
| Column | Description | Sortable |
| --- | --- | --- |
| Title | The segment name | Yes |
| Description | Organization-defined segment description | Yes |
| Retailers | Count of retailers included in segment. Click to view popover with a list of retailers. | Yes |
| Created | Date segment was created. | Yes |
| Updated | Date segment was last updated. | Yes |
| Updated by | User who last updated segment. | Yes |

## Create a segment
You can create **manual** or **dynamic** segments.
- **Manual segments** require you to manually add or remove accounts from the segment, but provide the highest degree of flexibility.
- **Dynamic segments** allow you to build segments that are automatically updated based on an account's properties, such as credit rating, balance due, or sales rep.

{% tabs label="Segment type" %}
{% tab label="Manual" %}
1. To create a manual segment, click the **New segment** button on the top-right hand corner of the page.
2. Populate your new segment with a name and description.
3. Select **Manual** under the **Segment type** options.
4. Click **Add retailers** to open a retailer selection modal, and add your desired retailers. 
{% /tab %}

{% tab label="Dynamic" %}
1. To create a dynamic segment, click the **New segment** button on the top-right hand corner of the page.
2. Populate your new segment with a name and description.
3. Select **Dynamic** under the **Segment type** options.
4. Under **Conditions**, select your key and operator, and input your approved values. You can add additional criteria by clicking **Add variable**. You can preview a list of retailers that fit your eligibility criteria by cliking **Preview retailers**.

{% callout type="info" title="All criteria must be met" %}
Nabis only supports the AND operator for dynamic segments. Retailers must meet all criteria to be eligible for a dynamic segment.
{% /callout %}
{% /tab %}
{% /tabs %}

## Edit a segment
You can edit a segment by clicking the **More actions** icon, and clicking **Edit segment**; or by clicking the row itself.

Dynamic segments are automatically maintained. If retailers become eligible for a dynamic segment, they are added automatically; if they are no longer eligible, they are removed automatically.

## Delete a segment
You can delete a segment by clicking the **More actions** icon, and clicking **Delete segment**. Deleting a segment is not reversible.