Saved segments group contacts by typed property rules so the same audience can be reused across supported Userorbit experiences.

Create a segment

  1. Go to Contacts → Segments.
  2. Select New Segment.
  3. Add a property rule.
  4. Choose AND when every rule must match or OR when any rule may match.
  5. Name and save the segment.

Supported comparisons

String rules include is, is not, contains, does not contain, is set, and is not set. Number rules include equality and range comparisons. Date rules include on, not on, before, since, and ranges. Boolean rules compare true or false.

Use a segment

Select the saved segment in a supported audience or targeting control. Userorbit evaluates the stored rules against the contact's current fields and custom metadata.

Verify

Use known test contacts for positive and negative cases. Check data types and empty values when a contact unexpectedly enters or leaves the segment.

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