Build the audience with rules.
Every send goes to the people it fits today, not last month.
A segment is a saved definition of which customers belong to a group, written as rules. Because it is a definition, membership is recalculated whenever it is used, so a customer who stopped buying last week is out of the loyal segment this week without anyone rebuilding anything.
- Rules grouped with and, or and not
- Behaviour, channel, tags, fields, conversations and memory
- Membership evaluated when used, never a stale list
- Send a campaign or enrol a sequence from a segment
How it works.
- 01
Pick the conditions
Choose from conditions covering how they arrived, how they behave, what is on their record, and what your team has learned about them.
- 02
Group the logic
Combine conditions with and, or and not. Nested groups let you write a rule such as engaged recently but never purchased.
- 03
Check the count
See how many contacts match before you commit, with a clear indicator when the result has hit the resolution ceiling.
- 04
Put it to work
Send a broadcast to it, exclude it from another send, enrol it in a sequence, or keep it as a saved view of your customer base.
Conditions that match how you think
The conditions are the questions a business actually asks about its customers: who bought, who went quiet, who clicked, who is still waiting on you.
- Channel, source, lifecycle stage and tags
- Days since last inbound or outbound message, and message count
- Opened or clicked a marketing message within a period
- Open conversation, assignee and conversation status
- Satisfaction score, arrived through an ad, blocked state
Fields and memory as conditions
Anything on the contact record is available, including your own custom fields and the facts recorded by the memory pass.
- Custom field comparisons with equals, contains, exists and ranges
- Birthday or anniversary by calendar month
- Memory keys, values and free text
- Linked records and their properties
Always current, never a snapshot
A segment is a set of rules, not a saved list. Who is in it is worked out at the moment you use it, so it is never a picture of last week.
- Nothing is saved that can go stale
- The same rules used by campaigns and sequences
- A cap per use, and you are told when it applies
Built in the interface
Conditions are chosen from grouped categories in a builder, and any filtered view of your contacts can be saved as a segment.
- Categories for contact fields, behaviour, channel, conversation, tags and memory
- Save a contact filter as a segment in one step
- Reuse a segment as an exclusion on another send
What it does not do.
You cannot segment on lifetime value, order count or an RFM score. Order activity comes through customer events.
A segment is capped per use. Very large audiences need splitting.
There is no snapshot of who was in a segment last month.
Common questions
Do I need SQL or a data team?
- No. Segments are built by choosing conditions and grouping them with and, or and not in the interface.
Do segments update themselves?
- Yes. A segment is a stored definition, and membership is calculated when it is used, so it is never a stale list.
Can I segment on purchase history?
- Order activity is available through recorded customer events, such as how recently an order event occurred. There is no lifetime value or order count condition.
How large can a segment be?
- Resolution is capped per use and the count tells you when the cap has been reached, so a send is never quietly truncated.
Can I use a segment as an exclusion?
- Yes. Campaigns take include and exclude segments, which is how you suppress a group without editing the main audience.
Do segments respect consent?
- A segment is a definition of people. Consent and suppression are applied per recipient at send time, so a segment cannot bypass them.
Can automation use a segment?
- Yes. Sequences enrol from segments, and campaign audiences are built from them.
Can I segment on what a customer told us?
- Yes. Facts recorded by the memory pass are available as conditions on keys, values and free text.
The reason a customer comes back a second time.