CRM › Marketing
Segmentation
Saved audiences. A dynamic segment is rebuilt from its criteria, so it cannot quietly go stale.
Where to find it
Address in the console: /crm/segments
List · 7 columns · 7 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Segment | Code | code |
| Name | Text | name |
| Of | Status | subject_type |
| Dynamic | Yes or no | is_dynamic |
| Members | Number | member_count |
| Last built | Date and time | last_built_at |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Segment code required | Text | ||
| Name required | Text | ||
| Description | Long text | ||
| Segment of | Choice | prospect, contact, account, student, alumni | |
| Rebuild from criteria | Yes or no | ||
| Criteria | Long text | JSON, e.g. {"prospect_type":"student","rating":"hot","days_since_engaged_min":30} | |
| Active | Yes or no |
What you can do here
Rebuild primary
Asks for confirmation: Rebuild this segment from its criteria? Rule-added members are replaced; anyone added by hand stays.
Members
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.