> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pureclarity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Segment

> 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.

<Info>
  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.
</Info>

## Accessing the Segment Builder

### Creating Segments from Campaign Setup

When creating campaigns or popups you'll see a segment selector:

1. **Choose existing segment**: Select from the dropdown of pre-built and custom segments
2. **Create new segment**: Click "Create Segment" in the top right of the selector
3. **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 time

## Segment 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

<Tip>
  Use tags to group related segments by campaign type, season, or marketing objective for easier organization and reporting.
</Tip>

## Building Segment Conditions

### Adding Your First Condition

1. Click **Add Conditions** to open the condition selector
2. **Choose condition type** from the comprehensive list of available criteria
3. **Configure options** specific to your selected condition
4. **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

**Demographic conditions**:

* **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

**Engagement conditions**:

* **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

**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

<Warning>
  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.
</Warning>

## 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**:

```
(Returning customers AND purchased electronics) 
OR 
(New customers AND viewed electronics AND from mobile device)
```

## 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

**Cart abandoners**:

* **Condition**: Added items to cart AND did not purchase in last 7 days
* **Use case**: Retargeting campaigns, discount offers, urgency messaging

**Category enthusiasts**:

* **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

**Mobile shoppers**:

* **Condition**: Last 3 visits from mobile device
* **Use case**: Mobile-optimized campaigns, app promotion

**Search-driven customers**:

* **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

**Win-back candidates**:

* **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 worse

### Test 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 results

<Note>
  Aim for segment sizes that are large enough to be statistically significant but small enough to be meaningfully different from other segments.
</Note>

## Saving and Managing Segments

### Save and Activation

1. **Review conditions**: Double-check all criteria and logic
2. **Set segment name and tags**: Finalize organization information
3. **Click SAVE**: Segment becomes available for campaign targeting
4. **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 strategy

## Advanced 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 results

### Segment 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 markets

## Troubleshooting 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

**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.