Types of Customer Segments

You can create the following three types of customer segments:

• Scheduled segments (Filter-based)
• Realtime segments (Filter-based)
• Static segments

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1. Scheduled segment (Filter-based)

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How to create a Scheduled segment

Please refer to this guide for a detailed breakdown — How to Filter Customers into Segments

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Adding customers to a Scheduled segment

A customer must match the filter conditions you applied to create the segment. Once a customer meets these conditions, they will be added into the segment the next time the segment is updated. If a customer already meets your segment’s conditions but hasn’t been included yet because the segment hasn’t refreshed, you can trigger a manual update right away.

In the left navigation, go to Customer Data Platform → Segments. Use the search bar to find your segment by name and click Apply. Once your segment appears in the list, click the three-dot menu (⋯) to the right of the segment name and select Force Update. The estimated update time will be shown next to the Force Update option.

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Removing customers from a Scheduled segment

A customer should no longer meet the filter conditions of the segment group. In this case, the customer will be removed next time the segment is updated. If a customer no longer meets the segment’s filter conditions but is still included because the segment hasn’t updated yet, go to Customer Data Platform → Segments. Use the search bar to find your segment by name and click Apply. Once your segment appears in the list, click the three-dot menu (⋯) to the right of the segment name and select Force Update. The estimated update time will be shown next to the Force Update option.

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How a Scheduled segment is displayed in a customer’s profile

Go to Customer Data Platform→ Customers, select the relevant customer and go to the Segments tab, then click Current segments: In the Segment history, you will find the date the customer was added to the segment group: If the customer has been removed from the segment, you will see the date they were removed as well.

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How to filter customers that belong to a Scheduled segment

Select Segment in the filter and then search for your segment name in the drop-down list. The data displayed is correct as of the time of the last update: If a segment uses other scheduled segments, the last update will be taken from the segment with the “oldest” recalculation. Use the drop-down list to filter the customers who:

• don’t belong to this segment;
• belonged to this segment on a certain date in the past;
• were added to this segment during a specific period;
• have never belonged to this segment.

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2. Real-time segment (Filter-based)

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How to create a Real-time segment group

Please refer to this guide for a detailed breakdown — How to Filter Customers into Segments

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Adding customers to a Realtime segment

A customer must match the filter conditions applied to this segment group.

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Removing customers from a Realtime segment group

Once a customer no longer matches the filter conditions applied to the segment, they will be removed from it automatically.

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How a Realtime segment group is displayed in a customer’s profile

The realtime segment does not display in a customer’s profile. The segment history does not display whether a customer has been added to a segment or removed from it. Use filters to check belonging to a realtime segment.

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How to filter customers that belong to a Realtime segment

Simply create a filter in the Customers tab. Select Segment and search for the segment name in the drop-down list:

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How to filter customers that do not belong to a Realtime segment

Here you’ll also need to create a filter in the Customers tab. Select Segment → Segment not and search for the segment name in the drop-down list:

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3. Static segments

This segment will not support filters and can only be updated manually, through flows or methods .

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How to create a Static segment

Unlike filter-based segments, you need to manually create a segmentation first and then build segments from there. This means your segments and segmentation may have different names and one segmentation may have multiple segments. For more details, please refer to this article — How to Create a Static Customer Segment.

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Adding customers to a Static segment

Please refer to the following guide: How to Add Customers into a Static Segment using the UI

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How a Static segment is displayed in a customer’s profile

Go to Customer Data Platform → Customers, choose a relevant customer and click the Segments tab → Current segments: In the segment history, you will find the date the customer was added to the segment: If a customer has been removed from the segment, you will see when this occurred.

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How to filter customers belonging to a Static segment

Create a filter on the Customers page: Segment → **Segment (select Segmentation name)**→ Select segment from the drop-down list:

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Use the drop-down list to filter the customers who:

• don’t belong to the segment;
• belonged to this segment on a certain date in the past;
• were added to the segment during a specific period;
• have never been in this segment.