Working with segments

A segment is a group of customers who match the conditions you set. You can pick a segment when sending a push or in a trigger, so the action goes to that group instead of the whole database.

The Segments section is available on the Advanced and Expert plans.

Create a segment

1. Open Segments and click Create segment.
2. Enter a name.
3. Click Add criterion and choose a condition.
4. Set the comparison and the value.
5. Add more criteria if you need them. A customer is included only when every criterion matches.
6. Save the segment.
7. In the segment list, recalculate the size and open the members to check who was included.

Available criteria

• Card issue form — customers who received a card through the selected form.
• Promo code — customers with the specified promo code.
• Template — customers with the selected card template.
• Card numbers — one number, or several numbers separated by commas.
• Age — a numeric comparison in years. If the birthday is missing, age is treated as 0.
• Gender — male, female, or not specified.
• Balance, bonus, and discount — equal, greater than, less than, and the range boundaries.
• Sync — the customer is linked to the CRM, or is not linked yet.
• Installed, Installed Apple, and Installed Google — how many times the card is installed on devices.
• Push — an exact match, or a text fragment. Choose the like comparison to match a fragment.
• Custom fields from Settings → Variables. They use the same numeric comparisons.

You can remove a criterion while you are editing the segment. A segment that is already used by a trigger cannot be deleted: detach it from the trigger first.

You can then select the segment in a trigger or when sending a push.