Overview.

A member segment is a named audience you build once and reuse. You define it as a set of rules about how members behave — when they last visited, how often, how much they spend, where their points stand, what tier they hold, whether they carry a prepaid pass or an unredeemed voucher — and the platform keeps a live count of everyone who matches. Save it, and the same audience is one click away on the member list and in every email campaign.

Segments answer the questions a loyalty program runs on. Who slipped from weekly to nothing? Who is one visit from a reward? Who bought a pass that is about to expire unused? You describe the group once; the segment finds the members who fit, every time you open it.

What a Segment Is

A segment carries a name, an optional description, and a list of rules. Each rule is one condition, and a member belongs to the segment only when they satisfy all of them — rules combine with AND, so adding a rule narrows the audience rather than widening it. The rules come from a fixed library:

• Recency — last visit within N days, last visit between two day counts, no visit for N days, or first visit within N days.
• Frequency and spend — at least N visits, or at least a given amount spent.
• Points — current balance at or above (or below) a threshold, or lifetime points earned of at least a threshold.
• Tier — sits in a specific membership tier.
• Prepaid passes — holds an active pass, holds one expiring within N days, or let an expired pass lapse with visits still on it.
• Vouchers and birthdays — holds an unredeemed voucher, or has a birthday in the current month.

Each rule exposes only the input it uses — a day count, a number of visits, an amount, a tier — so the builder never asks for a value a rule does not need.

The Audience It Measures

A segment only ever ranges over members who have already interacted with your business — the same people your member list shows. It cannot reach a contact you could not already see, however its rules are written. That is a guarantee, not a setting: a segment is a lens on your existing members, never a way to widen your reach.

Counts are live. The number beside a segment, the rows it filters on the member list, and the audience it hands to a campaign are all computed when you look, against the current state of your members. A "slipping away" segment that matched forty people last month matches whoever fits today.

Building a Segment

Open Member Segments and choose New segment. Give it a name, then add rules one at a time: pick a rule from the list, fill in its value, and a counter at the top updates as you go — so you watch the audience grow or shrink before you commit. Stack as many rules as the audience needs, and remove any row you reconsider. Save when the count looks right.

You can reopen a saved segment at any time to adjust its rules. The stored count refreshes on save, so the number you see always reflects the latest rules.

Using a Segment

A saved segment works in two places:

• The member list. Filter the list to a segment to see exactly who it matches right now — for a quick read, an export, or a manual follow-up.
• Email campaigns. Choose the segment as a campaign's audience instead of rebuilding the same rules in the wizard. The campaign reaches the members who match and accept marketing email; consent and a valid address still apply.

Because a campaign can point at a segment, a segment a campaign relies on is protected: you cannot delete it while a campaign still uses it. Remove or repoint the campaign first.

Plans and Limits

Member segments are a plan feature, gated by two settings in config/plans.php:

• has_member_segments — whether the plan includes the feature.
• max_member_segments — how many saved segments a partner may keep (-1 for unlimited).

Fresh installations follow the vouchers pattern: off on the free tier, then on with limits of 3, 10, and unlimited on the paid tiers. When you reach your limit, the New segment action steps aside and says so; delete a segment or move to a higher plan to make room. An administrator can also grant the feature to a single partner under Partners → Permissions without changing the plan file.

Related Topics

• Email Campaigns Overview — send a campaign to a saved segment
• Customers — the member list a segment filters