> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getwhitewhale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Segments

> Build and save filtered account views as reusable segments in WhiteWhale. Filter by signal type, industry, score, or owner to create focused account lists.

<iframe src="https://www.loom.com/embed/2c4b34d99eee4498aadd3821fc5af990" title="How to Create Segments in WhiteWhale" className="w-full aspect-video rounded-xl" frameBorder="0" allowFullScreen />

## How to create a segment

<Steps>
  <Step title="Go to the Accounts page and click Create New Segment">
    You'll see the segment builder open with your available filters.
  </Step>

  <Step title="Name your segment">
    Give it a clear name that describes what the accounts have in common — for example, *Mid-Market Targets*, *Enterprise Hunting*, or *Closed Lost Q1*.
  </Step>

  <Step title="Select your signals">
    Choose which signals you want accounts in this segment to have. You don't need to select any — leaving signals blank includes accounts regardless of signal activity. But adding signals narrows the segment to accounts that match those specific triggers.
  </Step>

  <Step title="Set your filters">
    Apply any combination of the remaining filters:

    * **Tags** — filter to specific account tags if you've labeled your list
    * **Account status** — active only, suggested only, or both
    * **Owner** — one rep or all reps
    * **Employee count** — set a range that fits your target company size
    * **Location** — specific states, countries, or all
    * **Industry** — one or more industries, or all
  </Step>

  <Step title="Click Save as Segment">
    Your segment is saved and appears in the segment list. Click it any time to reload those filters and see the current matching accounts.
  </Step>
</Steps>

<Tip>
  Think about what makes your best accounts similar — not just in firmographics, but in what they're doing right now. The most useful segments combine company size with 2–3 specific signals that indicate buying intent, not just fit.
</Tip>

## Related

<CardGroup cols={2}>
  <Card title="How Segments Work" icon="circle-info" href="/how-segments-work">
    Understand what segments are and when to use them.
  </Card>

  <Card title="Editing Segments" icon="pen" href="/editing-segments">
    Update a segment's filters after it's been saved.
  </Card>

  <Card title="Deleting Segments" icon="trash" href="/deleting-segments">
    Remove a segment you no longer need.
  </Card>

  <Card title="Signal Library" icon="book" href="/signal-library">
    Find the right signals to build into your segments.
  </Card>
</CardGroup>
