Creating Customer Segments

Last updated: April 7, 2026

Introduction

A customer segment typically involves multiple conditions linked together. For example, identifying all individual customers residing in a specific country, or all companies in a particular industry and with a high risk score. This guide walks you through creating a basic segment.

Creating a Segment

Follow these steps to create a new segment with straightforward logic:

  1. Navigate to Segment Settings

    • Log in to Mesh.

    • Click the Settings cog in the top-right corner.

    • Select Segments from the left-hand navigation menu. This page shows all existing segments.

  1. Create a New Segment

    • Click the Create button at the top right of the Segments page.

  1. Define  Details

    • A pop-up window will appear.

    • Name: Enter a unique and descriptive name for your segment (e.g., "UK High Risk Individuals", "Sanctioned Entities").

    • Customer Type: Select whether this segment applies to Person, Company, or Undefined customer types from the dropdown. This ensures the segment logic is only evaluated against the relevant customer type.

    • Click Confirm.

  1. Build the First Condition

    • You are now on the segment definition page.

    • Use the first row to define your initial condition:

      • Attribute: Click the dropdown and select the customer field you want to base the rule on (e.g., Country of Residence, PEP Status, Risk Level, Industry).

      • Operator: Choose the logical operator (e.g., equals, is any of, is not any of, greater than, contains). The available operators depend on the selected attribute type.

      • Value: Select or enter the value(s) for the condition (e.g., United Kingdom, True, High, Gambling).

  1. (Optional) Add Another Condition

    • To add a second condition, click the + Add Condition button below the first row.

    • Define the second condition just like the first one (e.g., Attribute: Risk Level, Operator: equals, Value: High).

  1. (Optional) Link Conditions

    • If you have added more than one condition, a logical operator (AND / OR) will appear between them.

    • Click the operator to toggle between AND and OR.

      • AND: All linked conditions must be true for the customer to be placed in this segment.

      • OR: At least one of the linked conditions must be true for the customer to be placed in this segment.

    • All conditions in the same group must use the same operator. If you want you use a mix of operators then you will need to create a new Condition Group (see creating an advanced segment).

    • [Screenshot showing two expressions linked by AND/OR operator]

  1. Save

    • Once you have defined your conditions, click the Save button (usually at the top or bottom right).

    • Your segment is now created and will be automatically applied to new and existing customers matching the criteria.