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Documentation Index

Fetch the complete documentation index at: https://help.maestra.io/llms.txt

Use this file to discover all available pages before exploring further.

To create a static customer segment:
  1. Go to Customer Data Platform → Segments:
00_stsegment_new
  1. Click Create segmentation → For customers:
01_stsegment_new
  1. Enter the name and description of the segmentation.
The system will automatically generate the system name and external ID. However, you can also enter your own values.
  • The segmentation name will be used in the project interface.
  • The segmentation system name will be used to filter customers in the Template Engine.
  • The segmentation external ID will be used in API methods.
  1. Add relevant segments:
03_stsegment_new 07_stcustsegment
Segmentation cannot be launched without at least one created segment.
  1. Click Launch:
04_stsegment_new(1)
Once you’ve launched a segmentation, you’ll no longer be able to edit the system name or external ID.
Please note that you can only use segmentations that have been launched. Drafts cannot be used in filters, promotions, messages, etc. Click Save and exit to exit without launching the segmentation.
You can add customers into segmentation
  • Using filters
  • By importing files (this applies to customers who are already in the database)
  • Through flows (Use the “Include customer in segment” step within your automated flows) ​
A customer cannot belong to multiple segments within the same segmentation. When added to Segment B, they are automatically removed from Segment A.