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Manage customer segments to assign collection strategy

Zuora

Manage customer segments to assign collection strategy

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  1. Navigate to Automations -> Assign Collection Strategy.
  2. To create a new customer segment, click New Customer Segment.
  3. Enter a title and description, and the conditions for a customer to fall into the segment, and then save.
  4. To edit an existing customer segment, click on the segment, make the required changes and save.