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How do I use the new Segment builder in early access?

The new segment builder is in Early Access!

Jason Wiese avatar
Written by Jason Wiese
Updated over a week ago

Building accurate customer lists shouldn’t slow down your marketing efforts. The new segment builder experience helps you create precise, organized segments faster, so your team can focus on driving revenue.

The redesigned interface includes a cleaner layout, smarter filtering options, clearer organization, and advanced selection controls.

The new segment builder is in Early Access. It is currently limited to the following conditions:

  • Milestone Visits

  • SMS Subscription

  • Email Subscription

  • Xplor Growth Tag

  • Mariana Tek User Tag

  • Mariana Tek Home Location

If you need to use other conditions, the legacy builder is still available.


Getting Started

To use the new builder, go to Contacts > Segments > Add Segment.

Add a name, description (optional), and select New Segment Builder.


Conditions

Build your conditions by:

Category

  • Select a Category > Condition.

    • Conditions are grouped for quicker access. Categories include:

      • Visit Behavior

      • Traits

      • Uncategorized

Searching

  • Select Search All Conditions and find the needed Condition.

Continue adding Conditions using Add New Condition.


Reset and Remove

Use Reset to clear the condition and start fresh.
Use Remove to delete the condition from the segment entirely.

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