Editing Create and save segments (section)

== Step-by-Step Instructions ==

=== Step 1: Navigate to the Segment Builder ===
Follow these steps to reach the '''segment builder''':

* **From Segments Overview Page**:
  1. Select **Contacts** > **Segments**.
  2. Click the **Create a Segment** button.

* **From Advanced Search**:
  1. Go to **Contacts** and click the **Search contacts** field.
  2. Then, click **Advanced Search**.

* **From Campaign Creation**:
  1. Navigate to **Campaigns**.
  2. Choose either **Create a Campaign** or select an existing one.
  3. In the **Recipient Selection** section, select the desired lists.
  4. Click on the **Send to** field, then select **Send using custom conditions** to open the segment builder.

=== Step 2: Build and Save Your Segment Conditions ===
Once you are in the segment builder, follow these steps:

1. Click on the left field labeled **(Select a condition)** to display available condition categories.
2. Choose a condition from your selected category.
3. If required, define an operator by selecting from the middle field.
4. Enter a value for your condition in the right field.

For instance, to set conditions for a segment, you could opt for **Tag exists** or other specified conditions.

5. (Optional) If using the Advanced Search or during campaign creation, check **Save as a new segment** and provide a name and optional description.
6. Click **Save**; your saved segments will reside on the Segments Overview page.

=== Step 3: (Optional) Add Multiple Conditions to Your Segment ===
To refine your segment further:

1. Click on **+ Add another condition** to input additional criteria.
2. Use the toggle to choose between **And** or **Or** logic for how these conditions combine:
   - **And**: All conditions must be met.
   - **Or**: Any one of the conditions may be met.

=== Step 4: (Optional) Create Condition Groups ===
For complex criteria, utilize condition groups to combine multiple conditions:

1. Click the **Add Condition Group** button to group conditions using "And" and "Or" logic.
2. Remember, you must create new groups for combining different logic types.

=== Step 5: (Optional) Use Saved Segments ===
If you utilize a saved segment:

1. At the bottom of the segment builder, access **Saved Segments**.
2. Select a saved segment condition to incorporate into your active segment.
3. Apply these conditions to build upon existing ones, ensuring time-saving consistency.