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.
Accessing the Segment Builder
Creating Segments from Campaign Setup
When creating campaigns or popups you’ll see a segment selector:- Choose existing segment: Select from the dropdown of pre-built and custom segments
- Create new segment: Click “Create Segment” in the top right of the selector
- Access builder: You’ll be redirected to the comprehensive segment creation tool
Direct Segment Management
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 timeSegment Builder Interface
Basic Setup
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 documentation Naming 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.
Building Segment Conditions
Adding Your First Condition
- Click Add Conditions to open the condition selector
- Choose condition type from the comprehensive list of available criteria
- Configure options specific to your selected condition
- Set parameters such as values, timeframes, and comparison operators
Available Condition Types
Behavioral conditions:- Visit frequency: Number of site visits, visit recency
- Page interaction: Specific pages viewed, time spent on site
- Product engagement: Products viewed, categories browsed
- Purchase behavior: Order history, purchase amounts, product preferences
- Geographic: Country, region, city-level targeting
- Device type: Mobile, desktop, tablet preferences
- Traffic source: How customers arrived at your site
- Customer status: New vs. returning customer classification
- Campaign interaction: Responses to specific campaigns
- Email engagement: Click rates, open rates, subscription status
- Social media: Social platform referrals and interactions
- Search behavior: Internal search terms and patterns
Condition Configuration Options
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
- 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.
Combining Multiple Conditions
AND Logic
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
OR Logic
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
Complex Logic Combinations
Mixed logic: Combine AND and OR for sophisticated targeting Nested conditions: Group related conditions together Exclusion logic: Include customers who meet criteria but exclude others Example complex segment:Condition Examples and Use Cases
E-commerce Focused Segments
High-value customers:- Condition: Total purchase amount > $1000 in last 12 months
- Use case: VIP treatment, exclusive offers, premium support
- Condition: Added items to cart AND did not purchase in last 7 days
- Use case: Retargeting campaigns, discount offers, urgency messaging
- Condition: Viewed fashion category > 5 times in last 30 days
- Use case: Category-specific recommendations, new arrival alerts
Behavioral Segments
Engaged browsers:- Condition: Visited > 10 pages AND session duration > 5 minutes
- Use case: Content marketing, detailed product information
- Condition: Last 3 visits from mobile device
- Use case: Mobile-optimized campaigns, app promotion
- Condition: Used internal search > 3 times in last visit
- Use case: Search result optimization, specific product recommendations
Lifecycle Segments
New customer onboarding:- Condition: First purchase within last 30 days
- Use case: Welcome series, education content, loyalty program introduction
- Condition: Last purchase > 90 days ago AND previous purchase frequency > monthly
- Use case: Re-engagement campaigns, special offers, product updates
Testing and Validation
Segment Size Validation
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 worseTest Segment Logic
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 resultsAim for segment sizes that are large enough to be statistically significant but small enough to be meaningfully different from other segments.
Saving and Managing Segments
Save and Activation
- Review conditions: Double-check all criteria and logic
- Set segment name and tags: Finalize organization information
- Click SAVE: Segment becomes available for campaign targeting
- Immediate availability: Can be used in campaigns right away
Ongoing Management
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 strategyAdvanced Segment Strategies
Progressive Segmentation
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 resultsSegment Hierarchies
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 marketsTroubleshooting Common Issues
Segment too small:- Broaden conditions: Reduce restrictive criteria
- Extend timeframes: Look at longer periods for qualifying behavior
- Add OR conditions: Include additional qualifying paths
- Review thresholds: Lower minimum requirements
- Add restrictions: Include additional AND conditions
- Narrow timeframes: Focus on more recent behavior
- Increase thresholds: Raise minimum requirements
- Add exclusions: Remove less relevant customers
- 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