Create a segment

You can create user-defined segments manually by defining specific rules or use AI to generate segment criteria automatically. After creating segments, you can manage or add them to communication.

Create a segment manually

1. Go to Customer Profiles → Segments.

2. Select Create segment.

3. In the Set segment rules section, define the criteria for profiles to be added to the segment. You can specify attributes, events, or both:

   • Attribute - Add the attribute, the relevant attribute operator, and the attribute value. To add multiple values for an attribute, use the OR and OR LIST operators. To add multiple attributes, use the AND and OR operators. You can add a maximum of 25 clauses for attributes.
   • Event - Add the event, the relevant event operators, event values, and properties. To add multiple events, use the AND operator. You can add a maximum of 5 clauses for events.

   You can search for attributes and events, or use filters. At the top of the page, you can see an overview of the profiles that match the criteria.

4. Add a name for the segment.

5. In the Segment summary section, add a description for the segment.

6. Alternatively, you can generate the summary by using AI. Select Generate AI summary.

7. Select Save.

Create a segment using AI

1. Go to Customer Profiles → Segments.
2. Select Create segment.
3. In the Set segment rules section, select Create segment with AI.
4. In the Create segment with AI screen, enter the criteria for the segment.
5. Select Create segment.

The segment rules are generated automatically. The Segment summary is also automatically updated based on the segment rules.