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, each counted inside a day window you set (the last 180 days by default).
• 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 a calendar month you pick (the picker defaults to the current month).
• Achievements: Earned a specific achievement with your business, or is at least a given percent of the way toward one (loyalty-day milestones, weekly runs, and the explorer milestones; one-off firsts have no meaningful percentage). These two rules appear only when your plan includes achievements.

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 filters your existing members, it never widens 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 all reflect your members' current state the moment you look. 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. Each rule shows a one-line description of which members it selects, so you never have to guess what a rule means. 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 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, in the composer's audience picker (the To line), instead of rebuilding the same rules. 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 with a per-tier limit on saved segments. They ship off on the free tier, then on with limits of 3, 10, and unlimited on the paid tiers. To change a tier, open Settings → Set up plans and switch the feature or the limit in the Plans editor. When a partner reaches the limit, the New segment action steps aside and says so, and they 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. A partner who already holds segments keeps them until their plan or permission changes. Once no active plan offers the feature and no partner holds a grant, the signup plan cards and the My Plan comparison stop listing it. Saved segments are not deleted; they return when the feature does.

Related topics

• Email campaigns overview: Send a campaign to a saved segment
• Customers: The member list a segment filters