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Radius Help Center

Copy and Edit Recommended Segments

After you review and save a recommended segment, you might want to make edits. For example, since Radius recommends segments based on Business signals only, you might want to edit a recommended segment to add Contact signals. You have to copy a recommended segment before you edit it: you can’t edit a recommended segment directly.

Who can use this feature?

  • Customers who integrate Salesforce or use CRM Uploader.
  • Customers who have the Recommended Segments feature.
  • Users with roles who have the Recommended Segments permission enabled. Administrators can give the Recommended Segments permission to any user role.
  1. From the Segments dashboard, select the recommended segment you want to edit.
  2. Under Options, select Copy. Rename the segment and edit away. If you need ideas for or guidelines for refining your segment, check out Recommended Segments Best Practices and the Radius Signal and Segment Reference.

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