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Blueberry can automatically tag contacts with segments based on deep profile analysis. This means your segments stay up-to-date without manual work.

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Overview

Segments organize your contacts into groups based on shared characteristics, behaviors, or interests. Use segments to personalize AI responses, target specific audiences, and better understand your community.
View and manage all segments in Contacts → Segments. You’ll see each segment’s name, description, and how many customers belong to it.

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Viewing Segments

1

Navigate to Segments

Go to Contacts → Segments to view all your segments.
2

View Segment Details

Each segment shows: - Name and description - Number of contacts in the segment - Whether auto-tagging is enabled - Whether the segment is visible or hidden
3

Filter and Search

Use filters to view custom segments, built-in segments, or search by name.

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Auto-Tagging vs Manual Tagging

When creating or editing a segment, you can choose how contacts are added:

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Creating Segments

1

Navigate to Segments

Go to Contacts → Segments and click Create Segment.
2

Name Your Segment

Choose a descriptive name like “VIP Customers” or “Pet Owners”.
3

Add Description

Write a clear description of what defines this segment. This is especially important for auto-tagging segments.
Good description: “Customers who have cats and engage with pet-related content.” Bad description: “Pet people.”
4

Choose Tagging Method

Toggle Customer Auto-Tagging on or off: - On: AI automatically tags contacts based on your description - Off: You manually add contacts to this segment
5

Save

Click Create Segment to save.

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Bulk Import Segments from CSV

Import multiple segments at once using a CSV file. This is ideal for setting up your initial segment structure or migrating segments from another system.
Bulk import supports creating new segments and updating existing ones. Segments are matched by name within your brand.

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CSV Format

Your CSV file should include the following columns:
Column headers are auto-detected, so you can use variations like “Segment Name”, “Description”, “Auto Tag”, etc. The system will suggest mappings based on your headers.

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Example CSV

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Import Process

1

Open Import Dialog

Go to Contacts → Segments and click Upload Segments from CSV.
2

Upload CSV File

Select your CSV file. The system will automatically detect column headers and suggest mappings.
3

Map Columns

Review and adjust the column mappings if needed. You must map at least the name column. Set a default value for auto-tagging if your CSV doesn’t include this column.
4

Review Preview

Before importing, review the preview which shows: - How many new segments will be created - How many existing segments will be updated - Any conflicts or errors that will prevent import
5

Import Segments

Click Import Segments to complete the import. You’ll see a summary of created and updated segments.

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How Segments Are Matched

  • New Segments: Segments with names that don’t exist in your brand will be created.
  • Updated Segments: Segments with names that already exist will be updated with new description and auto-tagging settings from your CSV.

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How to Use Segments

Personalize AI Responses

Blueberry uses segment information to personalize responses to different types of customers.

Target Campaigns

Filter campaigns by segment to send targeted messages to specific groups.

Understand Your Audience

View segment sizes and composition to better understand your community.

Manual Outreach

Filter the community page by segment to find and message specific groups.

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FAQ

Yes. Click any segment in Contacts → Segments to edit its name, description, or toggle auto-tagging.
Yes! Contacts can belong to as many segments as apply to them.
No, but you can hide them from view in Contacts → Segments so they don’t clutter your segment list.
Be specific about behaviors, interests, or characteristics. Good: “Customers who have dogs and engage with pet content.” Bad: “Dog people.”
Yes. Go to the contact’s profile and manually remove any segment assignments.
Yes! Use the Upload Segments from CSV button in Contacts → Segments to bulk import segments. Your CSV should include columns for name (required), description (optional), and canAutoTag (optional). The system will automatically detect column headers and show a preview before importing.

Contacts

View all your contacts and their segment assignments.

Campaign Types

Use segments to target specific audiences with DM campaigns.

Rules Engine

Create rules that apply to specific segments.

Knowledge Base

Reference segments in your knowledge base to personalize AI responses.