Creating Segments

MarketingAdmin

Learn how to create your first segment using the visual segment builder.

Before you start

Think about:

• Who do you want to reach?
• What characteristics define this group?
• Why are you creating this segment?

Creating a new segment

1

Start creating

1. Click Segments in the sidebar
2. Click Use Template to start from a preset, or Create Segment to start from scratch
3. The segment editor opens. When you choose Use Template, the template chooser opens first.

2

Choose a template (optional)

Select a preset such as Active Members, Email Subscribers, or At Risk when the segment matches a common audience pattern.

Templates copy their rules into the new segment. They are not live segments until you save them.

3

Name your segment

Give your segment a clear, descriptive name:

• Good: "Platinum Members - Low Engagement"
• Good: "New Members - Last 30 Days"
• Avoid: "Segment 1" or "Test"

Add a description explaining the segment's purpose.

4

Add your first rule

Click Add Rule to start defining criteria.

Choose:

1. Field - What customer attribute to check
2. Operator - How to compare (equals, greater than, etc.)
3. Value - What to compare against

Example: "Membership Tier" → "equals" → "Platinum"

5

Add more rules (optional)

Click Add Rule again to add additional criteria.

Rules are combined with AND by default - customers must match ALL rules.

Example:

• Membership Tier equals Platinum
• AND Engagement Score less than 50

6

Review criteria

Use the Preview panel to review the criteria before saving.

The preview shows:

• The rules that will be saved
• The rule count
• Whether the segment matches ALL or ANY rules

Adjust rules if needed.

7

Save your segment

When you're happy with the criteria:

1. Click Create Segment
2. The segment is created as a saved segment
3. You're returned to the segment list, where the segment can be opened and evaluated

Available fields

You can create rules based on these customer fields:

Profile fields

Field	Type	Example Rule
Status	Select	Status equals "Active"
Lifecycle Stage	Select	Stage equals "Champion"
Email	Text	Email contains "@gmail.com"
Phone	Text	Phone starts with "+27"
Country	Select	Country equals "South Africa"

Membership fields

Field	Type	Example Rule
Membership Tier	Select	Tier equals "Platinum"
Member Since	Date	Member Since after "2024-01-01"
Has SCL Link	Yes/No	Has SCL Link equals "Yes"

Engagement fields

Field	Type	Example Rule
Engagement Score	Number	Score greater than 70
Churn Risk	Number	Risk less than 30
Last Activity Date	Date	Last Activity before "30 days ago"

Activity fields

Field	Type	Example Rule
Last Booking Date	Date	Last Booking before "60 days ago"
Bookings Last 30 Days	Number	Bookings equals 0
Last Email Open	Date	Last Open after "7 days ago"

Operators explained

Operator	Use For	Example
equals	Exact match	Status equals "Active"
not equals	Exclude values	Tier not equals "Bronze"
contains	Partial text match	Email contains "@company.com"
starts with	Text beginning	Phone starts with "+27"
greater than	Number comparison	Score greater than 50
less than	Number comparison	Risk less than 70
between	Number range	Age between 25 and 45
before	Date comparison	Last booking before "60 days ago"
after	Date comparison	Joined after "2024-01-01"
is empty	Check for missing data	Phone is empty
is not empty	Check data exists	Email is not empty

Tips for effective segments

Start from templates

• Use Use Template for common lifecycle, engagement, membership, and golf audiences
• Rename the segment so it reflects your campaign or operational purpose
• Adjust the copied rules before saving if the preset is only a starting point

Start specific

• Begin with strict criteria
• Check the preview panel to confirm the saved rules and match mode
• Loosen rules if needed

Use meaningful names

• Include key criteria in the name
• Future you will thank you

Test before using

• Always review the criteria preview before saving
• Refresh evaluation state from the segment detail before using the segment
• Consider edge cases

Create a "test segment" with just yourself to test campaigns before sending to real customers.

Next steps

• Segment Templates - Start from pre-built segments
• Advanced Rules - Complex AND/OR logic
• Segment Best Practices - Expert tips