Build a dynamic segment
A segment is a saved audience that recalculates itself. Define it once with rules and reuse it in every campaign and automation — membership updates automatically as contacts change.
What you'll need
- Imported contacts with useful attributes
- Optionally, product events sent via the API for behavioral rules
Create the segment
- 1
Open Segments → “New segment”
Go to Segments in the sidebar and create a new one.
- 2
Name it clearly
Use a name you'll recognize later when picking an audience, e.g. “Active RU buyers, last 30 days”.
Add filter conditions
Combine attribute and behavior rules with AND/OR in the visual builder — no SQL required.
- Attributes: country = RU, plan = pro, last_order_total ≥ 50.
- Behavior: did / didn't trigger an event (purchase, opened, clicked) in the last N days.
- Membership: is / isn't in a given list or another segment.
Preview and save
- 1
Check the estimated size
Climails estimates how many contacts match and shows a sample so you can sanity-check the rules before saving.
- 2
Save
The segment stays live: as contacts gain or lose the matching attributes/events, they enter or leave it automatically.
Frequently asked questions
Do segments update in real time?
Live segments recalculate continuously as data changes; you can also force a recalculation from the segment's menu.
Can I segment on API events?
Yes. Events you send to /v1/events become available as behavioral conditions (e.g. “purchased in last 14 days”).
Can a segment exclude another segment?
Yes — use an “is not in segment/list” condition to subtract audiences.
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