Static Segments

A static segment is a fixed list of profiles from a selected database. After filling, its composition does not change automatically when the data in the database is updated.

This type of segment is suitable for tasks where a fixed audience is needed, for example: mailings to a pre-approved list of clients or for one-time selections for reports or integrations. Also, the audience of a mailing is formed based on a static segment.

To get started, go to Data → Segments → Static Segments.

Creating and General Segment Management

Creating a Segment

In the segments list, click + Create:

In the form that opens, specify the Name and Description of the segment, and select the Database from which profiles will be selected. Then click Create:

Important

The database is set only during creation and cannot be changed later.

Segment Configuration and Management

After creating or selecting a segment, its editor will open. In the upper right corner of the segment editor, an action panel is available for working with the entire current list of profiles:

• Set Tags: Assign or change tags for categorizing the segment.
• Specify Access Groups: Configure which user groups can see and edit this segment.
• Copy Profiles to Profile Database: Copy all profiles from this segment to another selected profile database.
• Copy Profiles to Static Segment: Copy all profiles from this segment to another selected static segment.
• Edit Profiles: Open the interface to modify data (for example, fields or subscriptions) for all profiles in the segment simultaneously.
• Add to Scenario: Send segment participants to a selected scenario. By default, only profiles that are not already participating in this scenario are sent. To send all segment participants, including those already participating, check the corresponding checkbox.

Note

You can set tags and access groups right after creating the segment. Other actions will become available after the first data calculation.

Audience Management

The segment composition can be changed in different ways: manually, by configuring conditions, using the API, or via import. Please note that the conditions work only once when they are applied and are not saved for constant segment updates. To add or remove profiles, click:

• "Add": Clicking opens a side panel for configuring conditions by which profiles will be added to the segment.
• "Remove" (becomes available after adding profiles): Clicking opens a similar side panel for configuring conditions by which profiles will be removed from the segment.

Adding Profiles by Conditions

When you click the "Add" button, the conditions editor opens in the side panel. Here, categories are available for configuring selection rules from the selected profile database:

Rules are built based on filters, which can be combined into groups. The following data categories are available for filtering:

• Profile data, including raw queries, profile structure, browser and operating system data, statuses, system fields (UTM, subscriptions, identifier), main fields (email, phones, first name, last name, date of birth, gender, registration and location data), as well as additional custom fields.

• Interactions with entities: participation in scenarios and segments (dynamic or static), behavior in popups (opening, filling, clicks), working with promo codes, connections, forms, orders, goal achievements, participation in mailings (including belonging to a control or test group).

• Based on Behavior in channels: interactions with Push notifications, SMS, Email, Telegram Bot, Telegram Group, WhatsApp, Viber, and VK Notify.

Within a group, conditions can work using "AND" logic (must comply with each condition) or "OR" logic (must comply with one of the conditions):

You can quickly load pre-configured conditions by clicking "Import Conditions" and selecting an existing segment — only the internal filtering rules will be copied.

Note

A static segment does not save segmentation conditions, so importing conditions is only available from dynamic or updatable segments.

After configuring the rules, click "Add". The system will start calculating the number of matching profiles. Once the calculation is complete, the profile list in the segment will be updated.

Script

The segmentation query can also be created manually using the built-in JSON editor. To do this, click the Script button in the query:

Removing Profiles by Conditions

To remove profiles from the segment, click "Remove". A similar conditions editor will open on the right. It allows you to configure filters for excluding profiles from the current segment. It also includes rules and rule groups, condition import, and audience limitation settings.

note

The "Remove profiles that are in another segment" function allows you to quickly exclude from the current segment all profiles that intersect with another segment.

Audience Limitations

In a static segment, you can apply two types of limitations that work sequentially.

Range defines the portion of the database to which the segmentation conditions will be applied. By default, the range is 100%, meaning if there are 1000 profiles in the database, the segmentation conditions will be applied to all profiles in the database.

Limitations on the maximum number of profiles — the limit of profiles that can be included in the segment. For example, if 1000 profiles match the segmentation conditions, and the maximum number is 400, then the first 400 profiles from the selection will enter the segment.

Limitations set using range apply to the entire database. Limitations set using Limitations on the maximum number of profiles are applied to the segmentation result.

The platform anchors the range to specific users: the same range always selects the same people from the database, even if you use it in different segments. This means the selection is not random — each user is assigned a numerical value. A profile is included in the segment if its calculated value falls within the selected range. This allows you to create non-overlapping selections by assigning different ranges (for example, a range from 0 to 20 percent and a range from 80 to 100 percent will never intersect). When new users are added to the database, they may also fall into the specified range with the same probability — for example, with 1/5, if a 20% range is selected.

Importing Profiles from Another Segment

To import profiles from another segment, click the down arrow ▼ located next to the main "Add" button, and in the context menu, select Import from Segment:

This option allows you to quickly add to the current segment all profiles from another existing segment.

Important

You can only select a segment created based on the same profile database. After selecting a segment, profiles will be added, and the list, statistics, and history will be updated.

Manual Addition and Removal of Profiles

You can manually add or remove a profile from a segment. To do this, in the profile card, go to the Interactions tab in the Segments block, select the desired segment, and edit:

Viewing and Analyzing Segment Composition

Profiles Table

After calculation, a table with all profiles included in the segment is displayed in the static segment window. In addition to profile data, the table displays system fields, such as "Source Type" (for example, import, conditions) and "Addition Source" (segment or mailing identifier). These fields help track the history of how each profile entered the segment.

The following actions are available for working with this table:

• Search : find a specific profile by name, email, or other data.
• Export Profiles : export the displayed list to an external file.
• Configure Displayed Fields : to add or remove columns in the table, drag the desired Field from the side column "Add Field" to the "Displayed Fields" area or back.

Update History

Below the profiles table is the "Update History" block. It visually presents information about changes in the total number of profiles in the segment over the selected period. You can specify the desired period (start and end dates) and group data by days or weeks:

When hovering the cursor over a chart column, a tooltip appears. It shows the total change in the number of profiles and details: by which specific actions and in what quantity profiles were added to or removed from the segment:

The tooltip groups changes by the following action types:

Added

• Import from another segment: adding all profiles from another segment.
• Import from file to database: automatic addition of profiles after importing a file into the Profile Database, if the corresponding option was enabled.
• By segment conditions: addition based on filters (the "Add" operation).
• From profile card: manual addition via the profile card (the "Interactions" tab).
• From scenario node: addition of profiles by the "Update Static Segment" node in a scenario.
• Via API: addition via API.

Removed

• Import from another segment: removal of all profiles that are in another segment (the "Remove profiles that are in another segment" operation).
• By segment conditions: removal based on filters (the "Remove" operation).
• From profile card: manual removal via the profile card.
• From scenario node: removal of profiles by the "Update Static Segment" node in a scenario.
• From profile database: removal of a profile from the Profile Database itself (leads to its automatic removal from all segments).
• Via API: removal via API.

Next to each action type, the exact number of affected profiles is indicated.

Manual Changes Log

Below the update history is the "Manual Changes Log". This is a detailed log of all operations that affected the segment's composition. For each operation, the following is displayed:

• Start Date: the time when the segmentation process started (addition/removal by conditions).
• End Date: the time when the process ended.
• Initiator: the name of the user who initiated the operation.
• Added: the number of profiles added as a result of the operation.
• Removed: the number of profiles removed as a result of the operation.
• Status: the current state of the operation (for example, "Completed", "In Progress", "Error").

note

The log does not display entries about adding profiles via API or from a scenario.

Dependent Objects

Below the manual changes log, the "Dependent Objects" block may appear. It appears automatically if the current static segment is used in other platform entities.

This block shows exactly where your segment is used (for example, in mailings or scenarios).

Segment Management

In the row of the desired static segment in the general list, the following actions are available for working with static segments:

• Copy Profiles from Segment: Copy the list of profiles from the current segment to another selected segment.
• Update Profiles: Mass-modify profile data in the segment (for example, update fields, add a subscription).
• Export Profiles: Export data of profiles included in the segment to an external file.
• Export Profile History: Export interaction and change history for profiles from the segment.
• Analytics: Go to analytical reports for this segment.
• Clone Segment: Create an exact copy of the segment (with profiles, or without them).
• Delete Segment: Move the segment to the bin.