Updatable Segments
A scheduled segment is a segment that automatically recalculates its composition based on specified conditions according to a set schedule (for example, once a day). Its list of profiles is current at the moment of the last recalculation.
- Filling: The segment cannot be filled manually or via API. It is filled only based on specified conditions according to the schedule or during manual recalculation.
- Usage: The segment can be used in the same places as a static segment (for example, in mailings, scenarios, triggers).
Creating a Segment
 | To get started, go to Data → Segments → Scheduled Segments. |
In the scheduled segments list, click + Create. In the form that opens, specify the Name of the segment — this is a required field. Then select the segment source (Database). Segment creation is impossible without selecting a database:
After selecting a source, it cannot be changed.
Configuring Conditions
After selecting the database, the "Conditions and Schedule" block will open. The mechanics of configuring conditions are completely identical to dynamic and static segments. You can set the Range, which defines the portion of the database for applying conditions.
To add a rule, click the "+ Condition" button. In the dropdown menu, the options "Add Condition Group" and "Import Conditions" are available. After configuring conditions within a group, they can be combined using "must comply with each of the conditions" (AND) or "must comply with one of the conditions" (OR) logic:
In the same block, the "Delete" button, which completely clears all set rules, and the "Script" button, which opens an editor for manually writing conditions, are available.
After configuring the conditions, you can set limitations by activating the checkbox "Set a limit on the maximum number of profiles in the segment" to specify a limit. This limitation is applied to the selection result after selection by range and conditions.
Audience Limitations
In a scheduled 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.
Limit — the maximum number of profiles that can be included in the segment. For example, if 1000 profiles match the segmentation conditions, and the limit 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 limit 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, and they are included in the segment only if this value falls within the specified 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, 1/5 if a 20% range is selected.
Configuring the Schedule
In the "Conditions and Schedule" block, configure the parameters for automatic updates. Specify the exact time for launch (HH:MM) and select the timezone. Then set the frequency of recalculation from the available options: daily, on a specific date, by time (days of the week, days of the month, etc.):
Optionally, you can activate the function "Deactivate schedule after the specified date" so that automatic updates stop on a given day.
After configuring all parameters, click "Save". The first calculation will start at the nearest scheduled time.
Working with a Created Segment
After creating and saving the segment, its page will open. Now, in the upper right corner, next to the fields for tags and access groups, additional actions for working with the current profile selection become available:
- Copy Profiles to Profile Database;
- Copy Profiles to Static Segment;
- Export Profiles;
- Bulk Edit Profiles;
- Add Profiles to Scenario.
Actions with profiles will become available after the first segment update.
Managing Automatic Updates
The "Automatic Segment Update" block displays the current schedule. From here, you can "Stop"/"Start" (depending on the current state), Reconfigure Schedule, or Launch Manual Recalculation outside the scheduled time.
Manual recalculation and editing of the update schedule are unavailable during segment update execution (automatic or manual).
Below is the "Show Update Conditions" spoiler. When expanded, it displays all set conditions, range, and limit. They can be edited, the script can be viewed, or they can be deleted.
Analyzing Composition and History
After the first update, the Profiles Table with the current composition will become available on the segment page:
Update History
The "Update History" block is a graph visualizing changes in the number of profiles in the segment over the selected period. The period can be set using the calendar or ready-made options (today, last 7 days, this month, etc.), and data can be grouped by days, weeks, months, quarters, or years. When hovering over a point on the graph, a breakdown by profiles is displayed: added or removed automatically and manually:
Log
The "Log" block is a table with detailed information for each recalculation run. For each operation, the start and end date and time, type (Manual / Automatic), initiator (user or "System"), number of added and removed profiles, and status (In Progress, Completed, Error) are indicated.
Dependent Objects
If the segment is used in other platform entities (mailings, scenarios, loyalty programs), the "Dependent Objects" block will appear below the update log:
Managing Segments from the General List
In the row of the desired scheduled segment in the general list, the following actions are available:
- 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 (e.g., 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: Clone the segment conditions, tags, access groups, profile database, and schedule.
- Delete Segment: Completely delete the segment.
