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Segments let you define reusable groups of accounts or contacts based on specific conditions. Use segments to target campaigns, filter views, and trigger notifications.

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What Are Segments?

A segment is a saved set of filter conditions that dynamically matches records. Unlike static lists, segments automatically update as records change — accounts that meet the conditions are included, and those that no longer match are excluded.

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Accessing Segments

Navigate to Admin > Settings > Segments. Admin permissions are required to create and manage segments.

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Creating a Segment

  1. Click Create Segment
  2. Configure the segment:
Segment Name: Enter a descriptive name (e.g., “Enterprise Accounts at Risk”, “High-Value Contacts”). Entity Type: Select what the segment filters. Statisfy supports segments on most core entities: Conditions: Add one or more conditions to define which records match the segment. Each condition includes:
  • Field — The field to evaluate (e.g., ARR, Health, Renewal Date)
  • Operator — How to compare (see operators below)
  • Value — The comparison value

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Operators

For date fields, additional operators are available:
  • Relative date — Within the last or next X days
  • Date window — Within a specific fiscal quarter or fiscal year

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Combining Conditions

Use AND and OR logic to combine multiple conditions:
  • AND — All conditions must be true (e.g., Health = At Risk AND ARR > 50000)
  • OR — Any condition can be true (e.g., Health = At Risk OR Renewal Date < 30 days)

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Where Segments Are Used

Campaigns

Target email and survey campaigns to a specific segment of customers.

Views

Use segments as preset filters in account and people views.

Notifications

Trigger notification rules based on segment membership changes.

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Managing Segments

From the Segments list page:
Preview your segment after creating it to verify it matches the expected records. Adjust conditions as needed before using the segment in campaigns or notifications.
Segments are dynamic — the list of matching records updates automatically as data changes. There is no need to manually refresh a segment.