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A segment is a saved set of rules. Any contact who matches the rules is in the segment; the moment they stop matching, they’re out. You never manage membership by hand.

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Why segments matter

Sending the same email to everyone is the fastest way to get ignored. Segments let you match the message to the person:
  • A VIP discount to your highest spenders.
  • A win-back offer to customers who haven’t ordered in 90 days.
  • A different subject line for people who opened but didn’t click your last campaign.

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Create a segment

1

Start from scratch or a template

Go to Audience → Segments and click Create segment, or browse Templates for ready-made segments like recent buyers or lapsed customers.
2

Add conditions

Each condition checks one thing about a contact — a profile property, a behavior, or an event. Combine conditions with AND (all must match) and OR (any can match).
3

Preview and save

The builder shows how many contacts currently match. Save the segment and it’s immediately available as an audience for campaigns and automations.

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What you can filter on

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Example: lapsed VIP customers

A segment worth trying on most stores:
  • Total spent is greater than $200, AND
  • Last order date is more than 90 days ago, AND
  • Email subscription status is Subscribed
Pair it with a win-back automation that offers a unique coupon.

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Using segments

  • Campaigns — choose the segment as your audience when sending.
  • Automations — use segment membership in entry rules or in a Binary (if/else) step to branch a flow.
  • Analysis — open a segment any time to see who currently matches.
Segment membership is evaluated continuously — a contact who places an order this morning can drop out of your “hasn’t ordered in 90 days” segment this afternoon. That’s the point: your targeting is always current.