How to Create a Scheduled Product Segment

A scheduled product segment is a saved group of products that Maestra refreshes on a schedule (or in response to events) instead of recomputing every time you open it. Scheduled segments are the right choice when a filter is heavy, when you need stable membership for reporting, or when you want to reuse the same product group across campaigns, flows, and recommendations without paying the query cost each time. This guide walks through creating one end to end: building the source filter, saving it as a scheduled segment, configuring the schedule, enabling event-based recalculation, and triggering a manual refresh when you can’t wait for the next run.

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Build the source filter

1. Go to Data → Products.
2. Build a filter that returns the products you want in the segment. You can combine any of the product attributes and behavioral conditions available in the product catalog — category, price, stock status, custom fields, sales velocity, and so on.
3. Click Apply to confirm that the filter returns the products you expect.

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Save the segment

1. With the filter applied, click Create segment.
2. Fill in the segment details:
   • Name — what teammates will see in pickers across the platform.
   • System name — auto-generated from the name, but you can edit it. This is the stable identifier used in integrations and exports, so pick something you won’t want to rename later.
   • Type — select Recalculated.
   • Description (optional) — a short note on what the segment is for and who owns it.
   • External identifier (optional) — set this if you need to reference the segment from an external system.

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Configure the recalculation schedule

Turn on scheduled recalculation and pick one of the following cadences:

• Daily, at a specific time of day.
• On specific weekdays, at a specific hour.
• On specific days of the month, at a specific hour.

You can also configure an auto-stop period if the segment should stop recalculating after a certain date — useful for seasonal segments tied to a campaign window.

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Enable recalculation by events

In addition to the schedule, you can enable Recalculation by events. When this is on, Maestra re-checks segment membership whenever a specified event fires (for example, a product update or a stock change), so the segment reflects relevant changes between scheduled runs instead of waiting for the next nightly job. Use this when downstream campaigns or recommendations need the segment to react quickly to product-level changes, not just refresh once a day.

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Create the segment

Click Create. The segment now appears under Data → Segmentations and is available everywhere segments can be referenced — filters, campaign audiences, flow conditions, and recommendation sources.

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Recalculate before the next scheduled run

If you need fresh membership before the next scheduled recalculation, you have two options:

• From a filter. Add the segment to a filter, enter edit mode, and click Save and recalculate.
• From the Segmentations list. Go to Data → Segmentations, find the segment, open its actions menu, and choose Recalculate with priority. The “with priority” option pushes the job to the front of the recalculation queue.

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Use the segment

Once the segment exists, you can:

• Reference it as a condition inside other product filters (for example, “products that are in segment X and have stock above 10”).
• Use it as the product source for recommendation blocks.
• Target it in campaigns and flows that send product-specific messages — back-in-stock alerts, price-drop notifications, restock reminders, and so on.

Because the segment is recalculated rather than live, every consumer sees the same product list until the next recalculation, which makes results predictable across reports and message variants.