How to create a Segment?

Having the right segments in place helps you better understand your clients, so you can deliver more relevant messages, offers, and campaigns that truly connect.

With our Segmentation Studio you can create Segments in 3 easy steps (Or in case it is easier for you, check out the vide bellow):

• Navigate to Customer Hub > Segmentation > +Create new segment 

Step 1: Name your segment and select the segment type — Customers, Visitors, Leads, or Form (if you're using Audience came from Form Studio).

Step 2: Choose the filters you'd like to apply from the available filter groups: Basic, Advanced, Behavioral, Interactions, and Intersect.

In this step, you can:

• Combine filters using AND/OR logic (e.g., purchased category/item, first purchase, total spent, page views, session duration, etc.)

Note: Some filters depend on the Events SDK setup. If certain filters are missing, please make sure the Events SDK is properly configured. You can follow this setup guide and inform our team once it's done — we’ll be happy to check if everything is working correctly or assist you with the setup if needed. 

Step 3: Choose whether your audience will be dynamic or static, then select the product catalog you want to use — either the full catalog or a specific promotion. Finally, pick the recommender model you’d like to apply.

*Another way to get to Create new segment page will be following path: Choose hub > Customer Hub > Create new segment

Main Differences Between Segment Source Types

When creating a new segment, you can choose from different source types, depending on how you want to define and use your audience:

Customers – Based on known users who have made a purchase or have a customer profile in your system. Best for targeting existing clients.

Visitors – Based on anonymous or identified users who visited your website or app but haven't made a purchase yet. Great for retargeting or nurturing interest.

Leads (via Events SDK) – Users collected through specific tracked events using the Events SDK. Useful if you want to target people based on behavioral data like clicks, sessions, or custom events.

Forms (via Form Studio) – Audience based on form submissions. Ideal when you want to segment users based on collected form data (e.g., newsletter signups, inquiries, etc.).

Segment type: Dynamic vs Static 

Dynamic Segment 
A segment that updates automatically based on live data. New users enter or leave the segment as they meet (or stop meeting) the criteria — ideal for ongoing campaigns or personalized experiences.

Static Segment 
A snapshot of users at the moment the segment is created. It won’t update automatically — perfect for one-time campaigns or fixed lists.

*We do recommend that you use the Dynamic Segment, because like that you will always have the latest data available.

Types of Recommender Models

• History-based recommender suggests a customer's most frequently purchased or preferred products, ensuring highly personalized and relevant recommendations.
• tailored to each customer's unique behavior 
• Time-based recommender predicts when a customer is likely to buy again by analyzing purchase timing and behavior patterns.
• Community-based recommender identifies similarities between customers based on their purchase history, preferences, and behavior.
• Smart recommender combines results from multiple models – like time-based, community, or best-seller to deliver more accurate and personalized suggestions
• Best-seller shows the most purchased or popular products overall

If you want to learn more about how the AI behind these recommenders work check out the articles bellow:

Intelligence behind Solver functionalities

How personalization is done

Tailoring product suggestions with different types of recommenders