Segment Templates

MarketingAdmin

Segment templates are reusable rule patterns for building customer segments. CRM includes a prebuilt template library, and admins can create custom templates with the visual rule builder.

Template library

Open Segments > Segment Rule Templates to browse preset and custom templates. The library shows the preset catalog first, then the searchable template table.

Preset templates are read-only. Use Customize to start a custom template from a preset without writing JSON.

Current presets

Engagement

Template	Default rules
All Customers	status = ACTIVE
Email Subscribers	emailOptIn = true
SMS Subscribers	smsOptIn = true
Fully Engaged	emailOptIn = true and smsOptIn = true
High Engagement Score	engagementScore >= 70

Membership

Template	Default rules
Active Members	membershipStatus = ACTIVE
Gold Tier Members	membershipTier = Gold
Platinum Tier Members	membershipTier = Platinum
VIP Customers	premium tier or high lifetime value

Golf

Template	Default rules
Golfers	bookingCount12m >= 1
Low Handicap (< 10)	handicap < 10
Mid Handicap (10-18)	handicap >= 10 and handicap <= 18
Active Golfers (30 days)	bookingCount30d >= 2

Risk and temporal

Template	Default rules
High Churn Risk	churnRiskScore >= 70
Inactive (30 days)	activityCount30d = 0
Inactive (90 days)	lastActivityAt <= 90 days ago
New Customers (7 days)	createdAt >= 7 days ago
New Customers (30 days)	createdAt >= 30 days ago

Data quality

Template	Default rules
Has Email Address	email != null
Complete Profile	firstName != null, email != null, and phoneNumber != null

Create a custom template

1. Click Create Template.
2. Enter the template name, description, category, and optional icon.
3. Build rules with the visual rule builder.
4. Use JSON only for advanced criteria that the visual builder cannot represent, such as explicit null checks.
5. Click Create Template.

Prefer the visual builder for normal template work. It keeps boolean and numeric fields in the backend criteria shape without requiring admins to write JSON.

Edit or copy templates

• Custom templates can be edited or deleted.
• Preset templates can be viewed or customized into a new custom template.
• The details view still exposes the JSON criteria for audit and copy workflows.

Best practices

• Review the criteria preview before saving.
• Keep template names reusable, not campaign-specific.
• Use JSON mode only when the visual builder cannot express the rule.

Next steps

• Creating Segments - Build a segment from a template or from scratch
• Advanced Rules - Complex criteria patterns
• Segment Best Practices - Operating guidance