Step-by-step guide to building custom customer segments with single and multiple conditions using PureClarity’s segment builder tool
PureClarity’s segment builder provides powerful tools for creating sophisticated customer groups based on multiple conditions and criteria. Learn how to build both simple and complex segments for precise audience targeting.
The segment builder allows you to combine multiple conditions using AND/OR logic to create highly specific customer groups that exactly match your targeting needs.
Navigation path: Main menu → Segments → Create New Segment
Bulk management: View, edit, and organize all segments in one location
Performance tracking: Monitor segment performance and growth over time
Segment name: Choose a clear, descriptive name that indicates the segment’s purpose
Tags: Add organizational tags for easier filtering and management
Description: Optional detailed description for team reference and documentationNaming best practices:
Descriptive: “High-Value-Electronics-Buyers” vs. “Segment1”
Consistent: Use standard naming conventions across all segments
Purposeful: Include targeting intent in the name
Scalable: Consider how names will work as you create more segments
Use tags to group related segments by campaign type, season, or marketing objective for easier organization and reporting.
Each condition type offers specific configuration options:Visit conditions example:
Frequency: More than, less than, exactly X visits
Timeframe: Within last X days, weeks, months
Recency: Last visit within X days
Session duration: Average time spent per visit
Purchase conditions example:
Order value: Total spent above/below threshold
Product categories: Purchased from specific categories
Purchase frequency: Number of orders within timeframe
Product count: Items purchased per order
Be careful with overly restrictive conditions that might create segments too small to be useful. Start broader and refine based on segment size and performance.
Purpose: Customers must meet ALL specified conditions
Use case: Highly specific, narrow targeting
Example: “Returning customers AND purchased electronics AND spent over $500”Benefits of AND logic:
Precision targeting: Reach exactly the right customers
Higher relevance: Content extremely relevant to segment members
Quality focus: Smaller but highly engaged segments
Specific messaging: Tailor content to very specific characteristics
Purpose: Customers meet ANY of the specified conditions
Use case: Broader targeting with multiple qualifying paths
Example: “Viewed electronics OR viewed home goods OR purchased in last 30 days”Benefits of OR logic:
Broader reach: Include more customers in targeting
Multiple pathways: Different ways customers can qualify
Market expansion: Cast wider net for awareness campaigns
Testing opportunities: Compare different qualifying behaviors
Mixed logic: Combine AND and OR for sophisticated targeting
Nested conditions: Group related conditions together
Exclusion logic: Include customers who meet criteria but exclude othersExample complex segment:
Copy
(Returning customers AND purchased electronics) OR (New customers AND viewed electronics AND from mobile device)
Check segment size: Preview how many customers match your criteria
Size optimization: Adjust conditions if segment is too large or small
Growth tracking: Monitor how segment size changes over time
Performance correlation: Analyze if larger segments perform better or worse
Preview functionality: See example customers who match your segment
Logic verification: Ensure AND/OR conditions work as expected
Edge case testing: Check unusual customer scenarios
Refinement process: Iterate on conditions based on preview results
Aim for segment sizes that are large enough to be statistically significant but small enough to be meaningfully different from other segments.
Regular review: Assess segment performance and relevance
Condition updates: Modify criteria based on business changes
Archive outdated: Remove segments no longer useful
Documentation: Maintain notes on segment purpose and strategy
Start simple: Begin with basic behavioral segments
Add complexity: Introduce additional conditions based on learnings
Test variations: Create similar segments with different criteria
Optimize based on performance: Refine conditions for better results
Broad to specific: Create nested segments for different campaign types
Customer journey stages: Segments that represent progression through funnel
Value tiers: Different treatment levels based on customer value
Geographic variations: Adapt segments for different regions or markets
Extend timeframes: Look at longer periods for qualifying behavior
Add OR conditions: Include additional qualifying paths
Review thresholds: Lower minimum requirements
Segment too large:
Add restrictions: Include additional AND conditions
Narrow timeframes: Focus on more recent behavior
Increase thresholds: Raise minimum requirements
Add exclusions: Remove less relevant customers
Segment not updating:
Check data processing: Ensure customer data is flowing correctly
Verify conditions: Confirm criteria are set up properly
Review timeframes: Ensure time-based conditions are current
Contact support: Get assistance with technical issues
Creating effective segments requires understanding your customers, clear business objectives, and iterative refinement based on performance data. Start with simple segments and gradually build more sophisticated targeting as you learn what drives the best results for your specific business and customer base.