- real-time filter segment
- scheduled filter segment
- static segment
Real-time filter segment
What problem it solves: save a filter that you use often.How to create a segment
See “How to create a product segment from a filter.” Once saved, this segment cannot be converted into a scheduled segment.How to add a product to the segment
The product must match the conditions of the filter the segment is based on.How to remove a product from the segment
The product must stop matching the conditions of the filter the segment is based on.How the segment appears on the product card
A real-time segment does not appear on the product card. To check whether a product belongs to the segment, use the filter.How to find products that belong to the segment
Build a filter on the products tab of the form Segment — “Segment name”.How to find products that do not belong to the segment
Build a filter on the products tab of the form Segment not — “Segment name”.Key characteristics
- Returns live, up-to-the-moment data.
- Does not store historical data.
- Cannot be used in promotions or recommendations.
- Has no templater parameter, so it cannot be referenced in campaigns.
Scheduled filter segment
What problem it solves: save a filter that you use often, with periodic recalculation. Create a segment for use in recommendations, promotions, or campaign sends.How to create a scheduled segment
See “How to create a scheduled product segment.” Once saved, this segment cannot be converted into a real-time segment.How to add a product to a scheduled segment
The product must match the conditions of the filter the segment is based on. Once it matches, the product enters the segment on the next recalculation. If you need the product to enter the segment before the scheduled recalculation, recalculate the segment manually.How to remove a product from a scheduled segment
The product must stop matching the conditions of the filter the segment is based on. On the next recalculation, the product will drop out of the segment. If you need the product to leave the segment before the scheduled recalculation, recalculate the segment manually.How the scheduled segment appears on the product card
On the Segments tab, under Current. Under History, you’ll also see the date and reason the product entered the segment. If the product later drops out, you’ll see the exit date and reason as well.How to find products that belong to a scheduled segment
Build a product filter of the form Segment — segment — “Segment name”. The data is accurate as of the last recalculation. If the segment depends on other scheduled segments, the as-of date is taken from the segment with the oldest recalculation.Key characteristics
- Returns data that is accurate as of the last recalculation, not the current moment.
- Stores history: on the product card you can see when the product entered the segment and when it left.
- Can be used in promotions, recommendations, and the templater.
Static segment
What problem it solves: create a segment that does not depend on filters and only changes through manual edits by staff or through campaign mechanics.How to create a static segment
Unlike filter-based segments, you first create a segmentation manually, then create a segment inside it. The segmentation and the segment can have different names, and a single segmentation can contain multiple segments. See “How to create a static product segment” for details.How to add products to a static segment
See “How to add products to a static segment.”How to remove products from a static segment
See “How to remove products from a static segment.”How the static segment appears on the product card
On the Segments tab, under Current. Under History, you’ll also see the date and reason the product entered the segment. If the product later drops out, you’ll see the exit date and reason as well.How to find products that belong to a static segment
Build a product filter of the form Segment — “Segmentation name” — “Segment name”. If the segmentation contains only one segment, select just the segmentation name in the filter.Key characteristics
- Returns data that is accurate as of the last recalculation, not the current moment.
- Stores history: on the product card you can see when the product entered the segment and when it left.
- Can be used in promotions, recommendations, and the templater.