Rule Based Segments

Rule Based Segments are dynamic audiences built from rules.

Use them to group users by behavior, profile attributes, tags, responses, location, or time conditions. This is the main workspace for creating, reviewing, and managing segment definitions.

Path: Targeting > Segments > Rule Based Segments

Quick steps

1. Create a new rule-based segment.

2. Save the segment and let it calculate.

3. Review user count and status.

4. Refresh, pause, export, or edit it as needed.

5. Use it in campaigns, journeys, or analysis.

What appears on this page

The Rule Based Segments page lists all standard rule-driven segments that are not marked as predefined.

You can use this page to:

• review existing segments,

• monitor calculation status,

• inspect audience size,

• and take actions on each segment.

Summary cards

The exact summary cards can vary by workspace configuration and data volume.

Common summary areas include:

• Active Segment Count — total active segments in this workspace

• Most Used Segment — the segment used most often in recent campaigns

• Most Successful Segment — the segment with the strongest average click performance

These cards help you quickly identify which segments are most important or most effective.

Segment list columns

Each row represents one segment.

Typical columns include:

• Segment Name — the segment identifier

• Users — the number of users currently in the segment

• Message Sent — messages sent to users in that segment

• Status — for example, Ready or Calculating

• Type — whether the segment is daily calculated or static after generation

• Remarketing — external audience sync usage, if configured

• Actions — management options for that segment

Available actions

From the segment row, you can typically:

• Pause the segment,

• Refresh it,

• Edit the rules,

• Export users,

• Delete it,

• or send a message directly to that audience.

Available actions can vary depending on the segment state and workspace setup.

Daily calculated segments

Daily calculated segments recalculate automatically each day.

Use them when the audience should stay current as user attributes and behavior change. This is useful for audiences like:

• users active in the last 7 days,

• users who abandoned cart in the last 24 hours,

• or users in a changing loyalty tier.

Daily calculation helps keep recurring targeting accurate without recreating the segment.

When to use Rule Based Segments

Use Rule Based Segments when:

• you need reusable campaign audiences,

• your audience depends on conditions and logic,

• or the segment should update over time.

If you want a smaller curated list for repeat team use, move selected segments into Ready to Use Segments.

Best practices

• Name segments like queries, such as inactive_30d or buyers_last_7d.

• Keep rules focused and avoid unnecessary conditions.

• Use daily calculation only when the audience truly changes over time.

• Review status before using a segment in a live campaign.