--- title: How to Create Customer Groups, Campaign Segments, and Campaigns. description: View, Monitor, Build, Create Text & Email Campaigns. --- [Skip to content](https://help.steercrm.com/knowledge/campaigns-settings#main-content) English Show submenu for translations [![Steer_AutoOps_Brand_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Campaign Creation & Management](https://help.steercrm.com/knowledge/marketing?hsLang=en#campaign-creation-management) January 12, 2026 # How to Create Customer Groups, Campaign Segments, and Campaigns. ## View, Monitor, Build, Create Text & Email Campaigns. **Jump To:** [Creating Customer Groups](https://help.steercrm.com/knowledge/campaigns-settings#Customer-lists) [Creating Segments](https://help.steercrm.com/knowledge/campaigns-settings#segment-settings) [Creating Campaigns](https://help.steercrm.com/knowledge/campaigns-settings#campaign-settings)   ### How to Create Customer Groups  In Steer you are able to save two types of Customer Groups: - **Dynamic Group** - Steer will add and remove customers from dynamic groups automatically as customers meet, or no longer meet, group filter criteria.  - **Static Group** - Customers added to a static group will remain on the group; the group will not change.  Follow the steps below to create a Customer Group. 1. Login to Steer. 2. From the Dashboard, click **Customers.** 3. Click **Filters, **then select **Advanced Filters.** ![Quote Camp - 1](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%201.png?width=670&height=348&name=Quote%20Camp%20-%201.png) 4. Add in your selected filter(s).      a. Example: Lifetime Visit Value: $500 - Max ![Add filters](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Add%20filters.png?width=302&height=676&name=Add%20filters.png)           5. Click **Show Results.** 6. Save your newly created customer group.      a. **To save as a Dynamic Group:** Select **Filters** again after reviewing the list, then click **New Dynamic Group.** Add a group name (i.e. Lifetime Visit Value $500+), then click **Save**. ![Dynamic Group](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Dynamic%20Group.png?width=307&height=333&name=Dynamic%20Group.png) b. **To save as a Static Group: ** Check the box at the Top Left of your filtered list, then click **New Static Group.** Add a group name (i.e. Lifetime Visit Value $500+), then click **Save**. ![Static Group Part 2](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Static%20Group%20Part%202.png?width=443&height=149&name=Static%20Group%20Part%202.png) ![Static Group](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Static%20Group.png?width=229&height=279&name=Static%20Group.png) Your list is now ready to use for Segment building and campaign sending. Keep reading to learn how to build segments and send a campaign.       ### How to Create a Campaign Segment In Steer, you can create a Campaign Segment in the four campaign categories: - **Follow-Up Campaigns:** Utilized for repeat campaigns that follow-up with your customer post visit. You can utilize this segment to send repeat campaigns to lost customers as well; i.e. a customer who has had 365 days lapse sense their last visit.  - **Outreach Campaigns:** Utilized for campaign blasts that let your customers know about shop news, specials, and more. Utilize this category for campaigns such as: Oil Change Special, Discount for Top Customers, Happy Holiday messaging, and more.  - **Maintenance Reminder Campaigns:** Utilized to send Maintenance Reminders on a reoccurring basis to remind customers of routine repairs. [Click Here](https://help.steercrm.com/knowledge/how-to-edit-maintenance-reminders?hsLang=en)to learn about Maintenance Reminder Campaigns.  - **Deferred Service Campaigns:** Utilized to remind customers of Deferred Services and Repairs from their last visit. [Click Here](https://help.steercrm.com/knowledge/deferred-service-campaigns?hsLang=en) to learn about Deferred Service Campaigns. Follow the steps below to create a Campaign Segment.  1. Click **Campaigns**, then select **Active.** 2. Choose the correct Campaign Category for your campaign, click **New Segment. ![Click New Segment](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Click%20New%20Segment.png?width=655&height=263&name=Click%20New%20Segment.png)** 3. Add a name for your campaign segment (i.e. Lifetime Visit Value $500+). ![CAmpaign Segment Settings](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/CAmpaign%20Segment%20Settings.png?width=655&height=299&name=CAmpaign%20Segment%20Settings.png) 4. Customize your audience. 1. Filter Customers - filter your customer list directly in the segment settings.  2. Select Customer Group - choose from your created Customer Groups. [Click Here](https://help.steercrm.com/knowledge/campaigns-settings#Customer-lists) to learn how to create a customer group.  ![Filter Segment](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Filter%20Segment.png?width=670&height=213&name=Filter%20Segment.png) 5. Click **Save.** You are now ready to create and send a campaign in your newly created Campaign Segment.    ### How to Create a Campaign 1. From Active Campaigns, click **New Campaign** under your Customer Segment of choice.  2. Select marketing type: Text or Email. 3. Select and customize your template. There are preloaded campaign templates in Steer, including both Text and Email Marketing Types. Use one of our templates or create one of your own!  3. Add a campaign name (i.e. February Special for Top Customers). ![Name Campaign](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Name%20Campaign.png?width=670&height=243&name=Name%20Campaign.png) 4. Days After Visit (DAV)      a. Turn ON to narrow down your send group based on when their last visit was. We recommend DAV 30 - 730 to target customers who have not visited in the last 30 days, up to 2 years ago.       b. Leave OFF to send to all customers who meet your filter criteria, regardless of how long ago their last visit was.  ![DAV](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/DAV.png?width=670&height=277&name=DAV.png) 5. Select Attribution Period and Type, or leave as is. To learn about Steer's Attribution feature, [Click Here. ](https://help.steercrm.com/knowledge/how-to-edit-campaign-attribution-type-and-timeframe?hsLang=en) ![Campaign Attribution Settings](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Campaign%20Attribution%20Settings.png?width=670&height=239&name=Campaign%20Attribution%20Settings.png) 6. Schedule Your Campaign: One Time or Repeat.  **![campaign schedule](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/campaign%20schedule.png?width=670&height=208&name=campaign%20schedule.png)** 5. Click **Launch Campaign.** Your campaign is now in the queue to be sent on it's way to your customers. 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