Create new rule-based segment

Use a rule-based segment when you want to target a reusable audience built from conditions.

You can combine profile data, tags, message response, behavior, platform, time, and location into one segment definition.

Path: Targeting > Segments > Rule Based Segments > Create New Segment

Step 1: Start the segment

Go to Targeting > Segments > Rule Based Segments and create a new segment.

Then complete the setup fields:

1. Segment Name — enter a clear, unique name.

2. Segment Criteria — define the rules that decide who enters the segment.

3. Send to Facebook — enable this only if your workspace uses Facebook audience sync.

4. Is predefined segment — enable this if the segment should appear in the curated predefined list.

Use names that describe the audience logic.

Examples:

• buyers_last_30d

• inactive_14d_ios

• clicked_push_no_purchase

You must enter a unique segment name and add at least one rule.

If you enable Is predefined segment, the segment appears in Ready to Use Segments after the next daily refresh at 12 AM.

Step 2: Build the rule logic

Choose whether the segment should match Any rule or All rules in the group.

Think of Any as OR.

Think of All as AND.

• Any includes a user if at least one rule matches.

• All includes a user only if every rule matches.

Simple example

Say your segment has these two rules:

• Platform is iOS

• Tag is VIP

With Any:

• a VIP Android user is included,

• an iOS user without the VIP tag is included,

• and an iOS user with the VIP tag is also included.

With All:

• only users who are both iOS and VIP are included.

When to use each

Use Any when several different user types should enter the same segment.

Example:

• users in Istanbul

• or users in Ankara

Use All when each rule adds another required filter.

Example:

• users in Istanbul

• and purchased in the last 30 days

• and have push permission

Quick rule of thumb

• Use Any to make the segment broader.

• Use All to make the segment narrower.

Available rule types

Use one or more of these condition types:

• Channel — target users by communication channel.

• Platform — target users by device platform or app environment.

• Tag — target users with specific tags.

• Profile — target users by profile attributes.

• Response — target users by message delivery or engagement outcome.

• Behavior — target users by specific events or actions.

• Behavior Aggregation — target users by counts, totals, or repeated behavior.

Channel

Use Channel when the segment depends on how users can be reached or how they interacted.

Examples:

• users reachable on push,

• users with SMS eligibility,

• or users active on a specific messaging channel.

Platform

Use Platform to narrow the audience by operating system, device type, or similar platform-level properties.

Typical use cases:

• iOS-only campaigns,

• Android-only tests,

• or platform-specific troubleshooting.

Tag

Use Tag when you already classify users with labels such as lifecycle stage, loyalty tier, or interest group.

Profile

Use Profile to filter by stored user attributes like city, language, gender, age, or custom profile fields.

Response

Use Response to build retargeting audiences from message outcomes.

Examples:

• users who clicked a campaign,

• users who received but did not click,

• or users who were not reached.

Behavior

Use Behavior to target users by specific events.

Examples:

• purchased in the last 7 days,

• opened the app this week,

• or completed onboarding.

Behavior Aggregation

Use Behavior Aggregation when the rule depends on totals or thresholds rather than a single event.

Examples:

• more than 5 purchases,

• at least 3 sessions,

• or total revenue above a threshold.

Use Behavior for one event occurrence.

Use Behavior Aggregation for counts, totals, averages, or thresholds.

Time and location restrictions

Behavior-based rules can include extra limits for when and where the behavior happened.

Use time restrictions for rules like:

• purchased in the last 24 hours,

• used the app during business hours,

• or triggered an event within a campaign window.

Use location restrictions for rules like:

• visited a store in a specific city,

• completed an event in a region,

• or entered a target geography.

Add groups for complex logic

Use Add Group when you need nested logic inside the segment.

This is useful when one part of the audience should match All rules, but another part should match Any rules.

Use groups when the segment has more than a few conditions or when the logic includes mixed AND and OR structure.

Example

You want users who:

• purchased in the last 30 days,

• and are in Istanbul or Ankara.

You can build that as:

Main group: All

• Behavior — Purchase in last 30 days

Sub-group: Any

• Profile — City is Istanbul

• Profile — City is Ankara

Step 3: Save and generate

Click Save and Generate when the rules are ready.

Netmera calculates the audience from the criteria you defined. Once processing completes, the segment becomes available in the segment list.

You can then open the segment to review metrics and usage details in Segment Details.

Example segment recipes

Use these as starting points when building your own audience logic.

Re-engage users who received but did not click

Use this when you want to follow up with users who saw a campaign but did not engage.

Suggested logic:

All

• Response — Received message

• Response — Did not click message

Find recent purchasers on a specific platform

Use this when you want to promote platform-specific features to active buyers.

Suggested logic:

All

• Behavior — Purchase in the last 30 days

• Platform — iOS or Android

Build a high-value repeat buyer segment

Use this when you want to identify strong customers for loyalty or upsell campaigns.

Suggested logic:

All

• Behavior Aggregation — Purchase count greater than 3

• Behavior Aggregation — Revenue greater than your threshold

• Profile or Tag — optional loyalty marker

Before you save

Run this quick check before generating the segment:

• Does the segment name describe the audience clearly?

• Does the logic use Any and All in the right places?

• Are time and location filters really needed?

• Should this segment stay in the main list, or be marked predefined?

• Will another team member understand the rules later?

Step 4: Use the segment

After the segment is ready, you can use it across Netmera wherever audience selection is supported.

Common next steps:

• select it in campaign targeting,

• use it in journeys and analysis,

• or open the segment and send a message from there.