> For the complete documentation index, see [llms.txt](https://user.netmera.com/netmera-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://user.netmera.com/netmera-user-guide/targeting/segments/segment-list/create-a-segment.md).

# Create a segment

Create a segment by naming it, adding filter rules, combining them with AND or OR, checking the matching user count, then saving or exporting it.

The Create Segment screen is where you describe an audience. You name it, add filter rules, and Netmera restates the rules in plain language and tells you how many users match before you commit.

**Path:** `Targeting > Segments > Create Segment`

### Step 1: Name and describe the segment

<table><thead><tr><th width="153.23828125">Field</th><th>Notes</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>Up to 100 characters. Name it after the audience logic, not the campaign that first used it.</td></tr><tr><td><strong>Description</strong></td><td>Up to 500 characters. This is what colleagues read in the segment list before reusing it.</td></tr></tbody></table>

{% hint style="info" %}
Good names describe the rule: `inactive_14d_ios`, `clicked_push_no_purchase`, `email_on_file`.
{% endhint %}

### Step 2: Add a filter rule

Under **Audience**, click **Add Filter Rule**. The filter picker opens with categories on the left and their values on the right, and a search box for finding a value inside a long category.

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FDlAXrUJcdd3QG0jFJqnQ%2Fimage.png?alt=media&#x26;token=e49b7874-0761-4958-94c1-8d5bb428d23b" alt=""><figcaption></figcaption></figure>

The categories cover who the user is, how they can be reached, what they did, and what they are using:

<table><thead><tr><th width="185.93359375">Group</th><th>Filter categories</th></tr></thead><tbody><tr><td>Reachability</td><td>Channel Permission, Platform Permission, Advertising ID Permission, Blacklist</td></tr><tr><td>Who the user is</td><td>Profile Attribute, Tag, Segment, Promotion</td></tr><tr><td>What they did</td><td>Behavior, Response, Message Category, Location Tracking, App Tracking (Android Only)</td></tr><tr><td>What they use</td><td>Platform, Device Type, Device Model, Device Count, Operating System, App Version, App Installation, Installation Source, Android Provider, Operator</td></tr></tbody></table>

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FxB6E5cEDzQL5sl4McgpE%2Fimage.png?alt=media&#x26;token=1b119b6c-8909-430d-9f73-c31251d4480a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The **Segment** category lets a segment reference another segment, so a broad audience can be defined once and reused as a building block.
{% endhint %}

A filter can only match on data Netmera already holds. A Behavior rule needs the event to be tracked, a Profile Attribute rule needs the attribute to be collected, and a location rule needs users whose location has been recorded. When a rule you expect to work returns nobody, check the data behind it before rewriting the logic.

### Step 3: Shape the rule

Each rule appears numbered inside a group. A behavior rule reads left to right as a sentence — for example **Did** / **Open App** / **more than** / **0** / **in the last** / **30** / **Day**.

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2Fe5MqsKDSqcyUvJSGc6QW%2Fimage.png?alt=media&#x26;token=2e633fcd-3549-46e3-a5dc-9fa973dcbcf5" alt=""><figcaption></figcaption></figure>

The count and the time window are what make the rule specific. *More than 0 times in the last 30 days* is “did it at all, recently”; raising the count turns it into a frequency rule, and shortening the window turns it into a recency rule. Both change the audience far more than most people expect — adjust one at a time and recalculate.

Two refinements are available on behavior rules:

* **+ attribute filter** — narrows the event by one of its attributes, as *attribute / operator / value*. Add more than one when the event needs several conditions.
* **Apply time restriction** and **Apply location restriction** — limit *when* and *where* the behavior counts.

#### Time restriction

Select the weekdays the behavior must fall on, and optionally a start and end time. Use it for rules like “opened the app on a weekday during business hours”.

This filters the moment the behavior happened, not the moment a message goes out. Send timing belongs to the campaign, not the segment.

#### Location restriction

Enter a latitude, longitude, and radius in kilometers, or find the place on the map and let the coordinates fill in. Use it for rules like “triggered this event within 5 km of a store”.

Only users whose location was recorded with the event can match, so the audience is naturally smaller than the same rule without the restriction.

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FfpdCdi8JCTkwpTVr7F9Y%2Fimage.png?alt=media&#x26;token=d72d2c22-29e4-45a4-9c76-94bc9f5c4813" alt=""><figcaption></figcaption></figure>

### Step 4: Combine rules with AND / OR

Rules live inside a group, and the group's operator decides how they combine:

* **AND** — a user must match every rule in the group. Each rule narrows the audience.
* **OR** — a user matching any one rule qualifies. Each rule widens the audience.

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FiIjZlTHAnwMh8KYYbZvq%2Fimage.png?alt=media&#x26;token=e896b1e3-4d0e-4117-a94b-480f4e3b4f81" alt=""><figcaption></figcaption></figure>

When the logic needs both operators, click **Add Filter Group** and put the alternatives in their own group. For example, buyers from either of two cities:

* **Group A (AND)** — Behavior: purchased in the last 30 days
* **Group B (OR)** — Profile Attribute: City is Istanbul / Profile Attribute: City is Ankara

A rule is removed with the bin icon on its row; a whole group with the bin icon on the group header.

### Step 5: Check the audience before saving

The right side of the screen answers two questions while you build:

* **Rule Description** restates the rules as sentences, grouped the way you built them — for example *Behavior Did Open App greater than 0 times in the last 30 day*. Read it back before saving; it is the fastest way to catch a rule that does not say what you meant.
* **Audience size** shows **Number of Users**. It stays empty until you ask for it — click **Calculate exact size** to run the count against the current rules.

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FWTTFyTVaOEVd96Zn9kOd%2Fimage.png?alt=media&#x26;token=ca872177-7cd7-4810-a13a-cfc2cef8bb41" alt=""><figcaption></figcaption></figure>

The count is a snapshot of the rules as they stand. Change a rule and it no longer applies — recalculate before drawing a conclusion from it.

{% hint style="info" %}
**Export audience** and **Calculate exact size** stay disabled until at least one rule exists, so a segment cannot be sized or exported while it is still empty.
{% endhint %}

### Step 6: Export or save

* **Export audience** — exports the users matching the current rules without saving the segment. The export runs in the background and the file is emailed to you.
* **Save** — stores the segment and returns to the list, where it calculates and then shows as **Ready**.
* **Cancel** — discards the definition.

<figure><img src="https://1642824329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FX6uilbEAw42gqsudlclY%2Fuploads%2FNF25KDOIG3YHeSL2PNOC%2Fimage.png?alt=media&#x26;token=4ef6c631-3eda-4f9f-b037-907f554b7fb2" alt=""><figcaption></figcaption></figure>

After saving, the segment appears in the list as **Calculating** and becomes **Ready** once the audience is resolved. It is selectable in campaign targeting, journeys, and analytics filters from that point on — see [Segment details](/netmera-user-guide/targeting/segments/segment-details.md) for the full view of one segment.

### Before you save

* Does Rule Description match the audience you intended to describe?
* Are AND and OR in the right places — and does anything need its own group?
* Is the calculated size plausible? A count of zero usually means contradictory rules in an AND group.
* Do the time and location restrictions really belong, or do they narrow the audience more than intended?
* Will a colleague understand this segment from its name and description alone?

### Example recipes

#### Recently active users

**Group A (AND)**

* Behavior — Did Open App more than 0 times in the last 30 days

#### Reachable by email

**Group A (AND)**

* Profile Attribute — Email exists
* Channel Permission — Email

#### Engaged buyers on one platform

**Group A (AND)**

* Behavior — Did Purchase more than 0 times in the last 30 days
* Platform — iOS


---

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