Segments

Getting Started

What Are Segments?

Segments are dynamic groups of subscribers that update automatically based on the criteria you define. They allow you to:

  • Target Precisely: Send relevant messages to specific groups
  • Personalize: Adapt content according to each user’s characteristics
  • Automate: Include or exclude users automatically based on their behavior

Segments can be created using different conditions:

  • Tag Combinations: Group users who have multiple specific tags
  • Exclusions: Filter users who do NOT have certain tags
  • Time-based Tags: Use tags that have an expiration date

Creating a Segment

Initial Setup

  1. Go to "Audience" → "Segments"
  2. Click "Create Segment"
  3. Define the basic information:
    • Name: Use a descriptive name (e.g., "Active Premium Users")
    • Description: Clearly explain the purpose of the segment

Set Criteria

  1. Define the conditions:
    • Field: Choose the property to evaluate
    • Operator: Select the comparison (equals, greater than, contains, etc.)
    • Value: Specify the value to compare

Managing Segments

Segment List

  1. Go to "Audience" → "Segments"
  2. You will see a table with all segments showing:
    • Name: Segment name
    • Description: Segment purpose
    • Status: Active/Inactive with visual indicator
    • Type: Badge showing "Default" (protected) or "Custom"
    • Subscribers: Number of users in the segment
    • Tags: Number of tag conditions applied
    • Sync: Indicator if users are synchronizing
    • ID: Unique segment identifier
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Available Features

✅ Create Segment:

  • "Create Segment" button on the main page
  • Form fields: Name, Description, Active Status, Tag Conditions
  • Tag selector with operators (Exists, Equals, Contains, etc.)
  • Automatic validation for required fields
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✅ Edit Segment:

  • Only for custom segments (not protected)
  • Only users with Editor or Owner roles
  • Editable fields: Name, Description, Active Status, Tag Conditions
  • Protected segments show "Not editable" alert
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✅ Delete Segment:

  • Only for custom segments
  • Only users with Editor or Owner roles
  • Confirmation dialog with name validation
  • Deletes all related associations
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✅ View Details:

  • Complete segment information
  • List of subscribers included in the segment
  • List of tags and applied conditions
  • Growth and activity metrics
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Status and Synchronization

  • Active/Inactive: Controls whether the segment updates automatically
  • Sync: Visual indicator while updating subscribers
  • Protected: Default segments cannot be edited or deleted

Automatic Segment Synchronization:

Segments sync automatically in the following cases:

🔄 Tag Updates:

  • When a tag is added to a subscriber
  • When a tag is removed from a subscriber
  • When the value of an existing tag is updated
  • Timing: Immediate sync (may take a few minutes)

🔄 Segment Modifications:

  • When a new segment is created
  • When conditions of an existing segment are edited
  • When a segment is activated/deactivated
  • Timing: Immediate sync (may take a few minutes)

⏱️ Sync Times:

  • Immediate sync: Changes are processed in real-time
  • Processing time: 1–5 minutes depending on segment size
  • Visual indicator: Sync icon shows the process status
  • Notification: Alert appears while synchronization is in progress

📊 Sync Monitoring:

  • Visual Status: Sync indicator in the segment list
  • Subscriber Count: Updates automatically when sync completes
  • History: Changes reflected in real-time in metrics