Segments

A segment is a dynamic group of customers built from conditions you choose. Membership updates automatically as customers meet or stop meeting those conditions, so you never have to maintain a list by hand. You manage segments from the Customers page — click Segments in the top-right.

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Building a segment

Each segment has:

• Name — a label for the segment.
• Sync to Mailchimp — an optional toggle to keep the segment in step with a Mailchimp tag (see Mailchimp sync below).
• Condition builder — the rules that decide who belongs to the segment.

The condition builder uses rows of [condition] [modifier] [value]. Within a group, choose Match all to require every row (AND) or Match any to require just one (OR). If you add multiple groups, the groups always combine with AND.

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Available conditions

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Managing a segment

Membership is evaluated and cached, so a segment’s customers are ready to view at any time. From a segment you can:

• View its customers — see everyone who currently matches.
• Sync now — re-evaluate membership straight away.
• Export — download the members as a CSV file.
• Delete the segment.

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Mailchimp sync

Connect Mailchimp under Settings > Integrations. When you turn on Sync to Mailchimp for a segment, Marzipan creates a tag named Segment: {name} on your default audience and syncs only the subscribed members, pushing their tag and membership. Customers who aren’t subscribed are left out.