Dynamic Segments
A dynamic segment is a segment that selects users directly at the moment of each use.
For a one-time quick selection without saving an entity, use the Quick Segment tool. If you decide to save the dynamic segment, it can be used in mailings. Each time it runs, the segment will recalculate the profile selection based on the specified conditions.
 | To get started, go to Data → Segments → Dynamic Segments. |
Creating a Dynamic Segment
In the dynamic segments list, click + Create. A full-page form opens: specify the Name of the segment and select the Profile Database in the Source block — this is a mandatory step; segment creation is impossible without selecting a database:
The profile database can be changed until the segment is saved.
Configuring Range and Conditions
Here you can also set the Range, which defines the portion of the database to which the segmentation conditions will be applied.
By default, the range is set from 0% to 100% of the entire selected profile database. Profiles are selected proportionally — the same range always selects the same users. More details on how ranges work are provided below.
The main block is Condition Settings. To add a rule, click the + Condition button. In the dropdown menu, the options Add Condition Group or Import Conditions from another segment are available. After selection, the condition settings window will open:
The mechanics are completely identical to static segments: all the same filter categories by profile data, interactions, and behavior in channels are available. Conditions within a group can be combined using must comply with each of the conditions (AND) or must comply with one of the conditions (OR) logic.
In the "Condition Settings" block, the Delete button (clears the set rules) and the Script button (opens an editor for manually writing conditions in JSON format) are also available.
After configuring the conditions, in the same window, you can activate the checkbox Set a limit on the maximum in the segment and specify the desired number. This limitation is applied to the selection result after selection by range and conditions:
More about how audience limitations work
Limit on the maximum
Maximum profile count limit — the limit on the number of profiles that can be included in a segment.
This method limits the size of the final segment. You specify the maximum number of profiles that can be included. If more people match the segmentation conditions, the platform takes the first profiles from the resulting sample.
For example, if 1,000 people match the conditions and the maximum count is set to 400, the first 400 profiles will be included in the segment. This restriction applies to the sample result of the segment. If a range is also used, the range restriction is applied first, and then the profile count limit is applied to the selected portion of the database.
Range
The range determines which portion of the entire database will participate in segmentation. By default, it is set to 100%, meaning the conditions apply to all profiles. The key feature is that the range is tied to specific users: each profile in the database is assigned a numeric value, and the same range always selects the same people.
This means the selection is not random. A profile is included in the segment if its assigned value falls within the selected range. This allows you to create non-overlapping groups by setting different ranges — for example, a range from 0 to 20% and a range from 80 to 100% will never intersect.
When new users are added to the database, they are distributed according to the same rules: if a 20% range is selected, a new profile has the same probability of falling into it.
If a maximum profile count limit is also used, the range is applied first to determine the portion of the database, and then the limit takes effect within that portion.
Working with the Segment
Preview and Save
After configuring the conditions, you can immediately estimate the size of the future audience. Click the Calculate button in the Profile calculation block — the system will process the database and show how many profiles match the conditions. The date and time of the last data update are displayed next to the counter:
The following actions are available on the calculation panel:
- Recalculate — recalculate the number of profiles for the current conditions;
- Preview — open a side panel with the list of selected profiles; the preview becomes available after the selection is calculated;
- Export profiles — export the profiles to a file; for export settings, see the Profile Export article;
- Copy profiles — copy the selected profiles to a profile database or a static segment;
- Mass profiles edit — mass-modify the data of the selected profiles (e.g., update fields, add a subscription);
- Add profiles to workflow — add the selected profiles to the selected workflow.
If the dynamic segment is already saved, the calculation block shows the number of profiles from the latest recalculation and its date. When conditions change, the difference between the new calculation and the latest recalculation appears next to the counter — hover over it to see the details. After re-saving the segment, the counter and the recalculation date are updated:
Fill in the remaining fields in the form: if necessary, specify Description, Tags, and Access Groups. Then click Save. After saving, the segment will automatically calculate its audience for the first time.
If no conditions are set when saving the segment, all profiles from the selected database within the set range will automatically be included in the segment.
Dependent Objects
If a dynamic segment is used in other platform entities (for example, in mailings or scenarios), the Dependent Objects block will automatically appear below the update log. This block shows exactly where your segment is used:
Managing Segments from the General List
In the row of the desired dynamic segment in the general list, the following actions are available for working with dynamic 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 (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, and Profile Database.
- Delete Segment: Move the segment to the bin.
