Segment Templates

MarketingAdmin

Templates give you pre-built segments for common use cases. Use them as-is or customize them for your needs.

Using templates

Finding templates

1. Click Segments in the sidebar
2. Click Create Segment
3. Click Start from Template
4. Browse available templates

Creating from a template

1. Select a template that matches your need
2. Click Use Template
3. The segment editor opens with pre-filled rules
4. Customize name and rules as needed
5. Click Save Segment

Templates are starting points. Always review and adjust the rules for your specific situation.

Available templates

Engagement templates

Template	Description	Default Rules
High Engagement	Your most engaged customers	Engagement Score > 80
At Risk	Customers likely to churn	Churn Risk > 60
Disengaged	Low engagement customers	Engagement Score < 30, Status = Active
Re-engagement Candidates	Active but declining engagement	Engagement Score between 30-50

Lifecycle templates

Template	Description	Default Rules
New Customers	Recently joined	Member Since in last 30 days
Champions	Most loyal customers	Lifecycle Stage = Champion
Leads to Nurture	Potential customers	Lifecycle Stage = Lead
Upgrade Candidates	Ready for tier upgrade	Engagement > 70, Tier ≠ Platinum

Activity templates

Template	Description	Default Rules
Active Golfers	Recent bookings	Last Booking in last 30 days
Lapsed Golfers	No recent bookings	Last Booking before 60 days ago
Email Engaged	Opens emails	Opened email in last 14 days
SMS Responsive	Responds to SMS	SMS response in last 30 days

Membership templates

Template	Description	Default Rules
Platinum Members	Top tier members	Membership Tier = Platinum
Renewal Due	Membership expiring soon	Renewal Date in next 30 days
New Members	Just joined	Member Since in last 30 days
Long-term Members	5+ years	Member Since before 5 years ago

Special occasion templates

Template	Description	Default Rules
Birthday This Month	Celebrate birthdays	Birthday in current month
Anniversary This Month	Membership anniversaries	Join Date month = current month

Customizing templates

After selecting a template, you can:

Change the name

• Edit to describe your specific use case
• Example: "High Engagement - Platinum Only"

Adjust thresholds

• Change score values to match your needs
• Example: Change "Engagement > 80" to "Engagement > 70"

Add more rules

• Click "Add Rule" for additional criteria
• Example: Add "Membership Tier = Platinum" to narrow down

Remove rules

• Click the X on any rule to remove it
• Example: Remove location restrictions

Creating your own templates

Currently, custom templates aren't supported, but you can:

1. Create a segment with your ideal rules
2. Document it in a shared location
3. Clone it when you need a similar segment

When you clone a segment, all rules are copied. Just update the name and adjust as needed.

Template best practices

Review before using

• Templates are general-purpose
• Your club may have different thresholds
• Always preview member counts

Adjust for your context

• A "high engagement" score varies by club
• "Lapsed" might mean 30 days for you, not 60
• Customize to match your definitions

Combine templates

• Start with one template
• Add rules from another concept
• Create hybrids that fit your needs

Next steps

• Creating Segments - Build from scratch
• Advanced Rules - Complex logic
• Segment Best Practices - Expert tips