Meta tags:
description= Data-driven segments are groups of profiles that you automatically populate when they meet certain conditions. Profiles enter the segment when they match the conditions and leave the segment when they stop matching the conditions. These kinds of segments help you group profiles according to real-time activities.;
Headings (most frequently used words):
segment, segments, conditions, with, based, data, using, in, on, timestamps, driven, how, can, and, customer, io, use, triggered, automations, your, we, make, it, better, create, edit, delete, duplicate, or, json, arrays, special, characters, object, relationships, messages, bounce, latest, features, at, you, criteria, to, join, past, future, new, names, for, familiar, parts, of, see, which, email, clients, recipients, manage, all, accounts, single, login,
Text of the page (most frequently used words):
the (159), and (129), #segment (125), you (108), messages (84), app (80), your (79), push (77), for (70), profiles (69), #conditions (66), data (62), events (53), with (52), segments (50), started (44), email (43), use (43), track (42), set (40), notifications (38), create (37), customer (36), can (36), automation (36), that (35), when (35), this (34), automations (30), metrics (30), how (29), identify (29), get (29), message (28), troubleshooting (27), profile (26), based (25), api (24), event (24), time (23), start (23), timestamp (23), add (23), from (22), match (22), tracking (22), not (21), using (21), send (21), they (21), triggered (20), trigger (20), links (20), click (18), new (18), objects (18), account (18), multiple (17), mobile (17), changelog (17), edit (16), one (16), anonymous (16), getting (16), page (15), condition (15), what (14), driven (14), want (14), attribute (14), any (14), test (14), but (13), have (13), messaging (13), manage (13), listeners (13), deep (13), activity (13), object (12), options (12), example (12), group (12), relationship (12), custom (12), quick (12), guide (12), inbox (12), google (12), integrations (12), update (11), emails (11), person (11), users (11), authentication (11), capture (11), subscription (11), delete (10), timestamps (10), relationships (10), join (10), enter (10), workspace (10), webhooks (10), array (10), works (10), inline (10), android (10), channels (10), screen (10), lifecycle (10), privacy (9), support (9), our (9), will (9), characters (9), then (9), their (9), date (9), attributes (9), people (9), billing (9), handling (9), providers (9), configuration (9), migrate (9), advanced (9), content (9), transactional (9), editor (9), journeys (8), future (8), json (8), all (8), more (8), out (8), like (8), has (8), link (8), sms (8), logic (8), groups (8), forms (8), notification (8), liquid (8), features (7), overview (7), need (7), past (7), another (7), could (7), other (7), journey (7), value (7), would (7), addresses (7), gmail (7), build (7), security (7), flutter (7), packages (7), version (7), design (7), studio (7), integration (7), introduction (7), components (7), service (6), about (6), help (6), special (6), actions (6), find (6), may (6), instead (6), include (6), within (6), after (6), true (6), does (6), only (6), legacy (6), specific (6), calculus (6), passed (6), least (6), these (6), javascript (6), sending (6), settings (6), ios (6), react (6), native (6), amazon (6), inbound (6), pipelines (5), make (5), copy (5), duplicate (5), criteria (5), choose (5), broadcast (5), don (5), joined_club (5), signed (5), single (5), days (5), same (5), someone (5), instance (5), option (5), whether (5), are (5), contain (5), target (5), slack (5), twilio (5), course (5), two (5), accounts (5), contains (5), names (5), access (5), segmentation (5), best (5), practices (5), whatsapp (5), updates (5), location (5), earlier (5), rules (5), reference (5), frequently (5), asked (5), questions (5), hubspot (5), code (5), syntax (5), broadcasts (5), welcome (5), css (5), analysis (5), policy (4), company (4), platform (4), part (4), arrays (4), active (4), workflow (4), workflows (4), where (4), membership (4), name (4), values (4), lets (4), tab (4), 2023 (4), march (4), because (4), until (4), before (4), information (4), which (4), birthday (4), meet (4), evaluate (4), creating (4), who (4), customers (4), them (4), ever (4), server (4), both (4), url (4), human (4), search (4), matches (4), class (4), image (4), represents (4), performed (4), city (4), shipping_addresses (4), index (4), drop (4), drag (4), website (4), personalize (4), 2026 (4), understand (4), builder (4), rich (4), apis (4), conversions (4), snowflake (4), reporting (4), storage (4), bigquery (4), redshift (4), webhook (4), client (4), understanding (4), tests (4), recipes (4), branches (4), opt (4), filters (4), statuses (4), preferences (4), global (4), component (4), faq (4), styles (4), layouts (4), domain (4), style (4), docs (4), documentation (3), team (3), feedback (3), address (3), bounce (3), sql (3), import (3), form (3), won (3), under (3), also (3), select (3), changes (3), description (3), try (3), between (3), some (3), first (3), created (3), historical (3), here (3), now (3), should (3), save (3), see (3), soft (3), issues (3), bounces (3), containing (3), clicks (3), last (3), change (3), separate (3), failed (3), courses (3), certain (3), non (3), equals (3), results (3), regex (3), either (3), com (3), character (3), work (3), store (3), complex (3), leave (3), display (3), there (3), devices (3), view (3), requests (3), matching (3), longer (3), right (3), list (3), exit (3), activities (3), releases (3), login (3), conversion (3), workspaces (3), sign (3), assign (3), roles (3), standard (3), performance (3), upgrade (3), expo (3), implementation (3), certificates (3), visual (3), salesforce (3), mixpanel (3), facebook (3), ads (3), cohorts (3), triggers (3), map (3), reverse (3), etl (3), beta (3), live (3), common (3), compliance (3), deliverability (3), goals (3), errors (3), web (3), multi (3), types (3), why (3), center (3), templates (3), surveys (3), phone (3), integrate (3), preview (3), smtp (3), export (3), via (3), csv (3), mcp (3), agent (3), clients (3), status (2), contact (2), resources (2), pricing (2), parcel (2), soon (2), provide (2), improve (2), close (2), better (2), icon (2), might (2), place (2), means (2), recipient (2), referenced (2), sure (2), usage (2), manually (2), leverage (2), times (2), individual (2), called (2), whose (2), 2028 (2), joins (2), generate (2), implementing (2), while (2), last_online (2), following (2), backfilled (2), walkthrough (2), most (2), gains (2), type (2), added (2), decide (2), specify (2), consider (2), audience (2), building (2), still (2), bounced (2), delivery (2), failures (2), mailbox (2), hard (2), includes (2), clicked (2), been (2), note (2), opened (2), machine (2), opens (2), define (2), behavior (2), onboarding (2), case (2), setting (2), refine (2), related (2), online (2), associate (2), regular (2), seek (2), hide (2), sink (2), cases (2), treat (2), however (2), functions (2), property (2), favorite_foods (2), pizza (2), shipping (2), call (2), against (2), item (2), down (2), left (2), items (2), determine (2), handle (2), each (2), boolean (2), must (2), pages (2), key (2), etc (2), takes (2), initial (2), process (2), basic (2), just (2), automatically (2), stop (2), updated (2), browser (2), cookies (2), expiration (2), members (2), plan (2), tasks (2), audit (2), logs (2), verification (2), provisional (2), sound (2), sdks (2), html (2), comparing (2), pixel (2), sendgrid (2), marketing (2), rudderstack (2), azure (2), blob (2), cloud (2), audiences (2), braze (2), amplitude (2), connections (2), mode (2), servers (2), deleting (2), services (2), postgresql (2), mysql (2), microsoft (2), filter (2), incoming (2), csp (2), proxying (2), management (2), disconnect (2), backend (2), lead (2), video (2), semantic (2), directory (2), dashboard (2), personalization (2), zone (2), reusable (2), flow (2), batch (2), concepts (2), sends (2), reminders (2), upcoming (2), trial (2), book (2), nps (2), frequencies (2), aren (2), library (2), files (2), brand (2), adding (2), parameters (2), localization (2), line (2), respond (2), feature (2), adoption (2), promotions (2), number (2), sender (2), validate (2), senders (2), headers (2), adapting (2), template (2), own (2), relay (2), collaborate (2), connected (2), review (2), accessibility (2), shortcuts (2), collections (2), survey (2), suggestions (2), setup (2), cli (2), academy (2), structured (2), learning (2), demo (2), 2024, peaberry, software, inc, terms, 9450, gemini, suite, 43920, beaverton, oregon, 97008, 7105, win, startup, program, partners, careers, guides, competitors, community, blog, release, notes, possible, appreciate, bot, please, valid, optional, yes, helpful, download, copied, clipboard, confirm, choice, starting, archived, unsent, depends, let, break, removed, locations, driving, describe, pencil, changing, cause, rebuild, affect, dates, range, present, even, imagine, january, officially, club, remember, necessarily, joined, creates, caveats, scenario, ensures, inadvertently, experience, relevant, starts, makes, easier, predict, finish, specified, dec, 2022, jan, day, since, 1669965166, assume, ago, practice, exception, causes, typically, brief, explain, exists, recorded, different, manner, enters, loses, performs, actually, calculate, always, used, learn, identifying, already, seeing, editing, menu, foundational, subscribed, rewriting, helps, reuse, across, included, didn, expect, had, point, qualifies, temporary, full, too, large, permanent, doesn, exist, permanently, blocked, august, 2025, began, capturing, tracked, someurldata, segmenting, attributed, chose, engaged, suit, every, english, rather, than, refining, differently, above, took, three, others, member, relate, things, companies, base, provides, way, everybody, connection, admins, entity, expressions, equal, yield, statement, wanted, write, few, person2, wild, card, sun, lesson, string, reside, function, literal, perform, expression, look, patterns, escape, otherwise, referencing, belonging, itself, evaluator, operator, trying, fries, burgers, simply, notation, blank, below, spent, minimum, dollar, amount, purchase, bubbles, logical, difference, additional, layers, needs, reflect, respectively, nest, side, rearrange, move, into, nested, fit, condition1, condition2, condition3, specifying, requiring, screens, snippet, directly, filled, pair, were, determining, received, those, bit, monitor, clicking, upper, corner, going, task, top, selecting, untitled, explains, steps, apply, well, working, check, series, populate, kinds, according, real, july, complete, llms, txt, har, file, qualifications, respecting, gdpr, allowlist, session, sensitivity, timezone, enable, experimental, regions, sso, factor, credentials, customize, canceling, payment, problems, reducing, overages, credits, bill, sdk, channel, swift, zendesk, yandex, wisepops, optimizer, vwo, twitter, engage, tiktok, talon, sprig, saleswings, sent, ripe, qualtrics, playerzero, pipedrive, pinterest, moengage, metronome, meta, logrocket, livelike, launchdarkly, koala, intercom, heap, tag, manager, gtm, sheets, analytics, gtag, gainsight, fullstory, friendbuy, criteo, cordial, commandbar, clevertap, bing, attio, algolia, insights, adobe, actable, predictive, resend, filtering, mapping, database, warehouse, action, zoho, zapier, mparticle, classic, platforms, python, node, calculator, scheduled, syncs, invalid, transform, utility, methods, identity, managing, identities, method, frameworks, wordpress, wpforms, webflow, unbounce, typeform, squarespace, jotform, formstack, sources, backfill, playback, chat, ecommerce, fields, alias, source, specs, attempted, conclusive, reports, home, composer, reusing, snippets, limits, supported, formats, zones, recommended, geolocation, queue, draft, default, direct, mail, lob, configure, receive, randomized, delay, wait, window, delays, blocks, false, random, split, control, reformat, fix, inconsistent, holdout, llm, decisions, examples, format, inactive, trips, rss, feed, cohort, optimize, words, double, cart, abandonment, anniversary, recipe, grace, periods, tickets, syncing, sync, stripe, follow, responses, receiving, entering, troubleshoot, state, schedule, tags, requirements, assets, outside, language, preference, faqs, unsubscribes, https, universal, checking, translations, translate, languages, milestones, achievements, promote, offers, localize, step, compose, telehealth, weight, hipaa, regulations, kind, campaign, registration, compliant, register, numbers, keyword, smart, encoding, keywords, shortening, mms, payloads, registering, device, tokens, provider, trustpilot, reviews, fake, bcc, preheader, text, avatar, logo, mailchimp, column, foundation, amp, pre, processing, archive, customizing, basics, editors, consent, open, oracle, dyn, sparkpost, postmark, mandrill, mailjet, mailgun, verify, deliverable, kickbox, anonymized, authenticating, apple, private, unsubscribe, rfc, 8058, postmaster, tools, suppression, lists, suppressions, spamhaus, blocklist, listings, shared, dedicated, warming, attachments, transitioning, history, submit, teammates, stylesheet, loop, through, conditionals, directives, modifiable, placeholder, scratch, publish, connect, quality, mso, emmet, fixes, variables, cleanup, formatting, inlining, mjml, framework, transformers, responsive, dark, keyboard, convert, purposes, manual, activate, waitlist, awareness, announce, drive, upsell, monetize, power, tutorials, external, merging, know, available, storing, suppress, ids, visited, field, resolve, cursor, ides, claude, chatgpt, command, routines, skills, ask, guest, section, breaks, tells, recipients, navigation, labels, think, campaigns, familiar, parts, latest, request, log,
Text of the page (random words):
s handling multiple push providers capture push metrics android channels in app messages set up in app messages inline in app messages in app event listeners what s new 4 x 5 0 0 4 x 4 3 3 4x 4 x 3 x 3 4 2 x 3 x changelog react native get started identify profiles track events push notifications set up push notifications deep links handling multiple push providers capture push metrics in app messages set up in app messages in app event listeners updates and troubleshooting migrate from an earlier version troubleshooting changelog react native get started identify profiles track events push notifications set up push notifications deep links handling multiple push providers capture push metrics in app messages set up in app messages in app event listeners updates and troubleshooting migrate from an earlier version update to version 3 4 troubleshooting changelog expo quick start guide getting started how it works authentication packages and configuration options troubleshooting identify and track profiles identify profiles track events screen tracking mobile lifecycle events anonymous activity location tracking push notifications set up push notifications app groups for push tracking deep links capture push metrics android channels multiple push providers in app messages inline in app messages notification inbox set up in app messages in app event listeners what s new 3 x 3 3 2 x 3 x 1x 2 x changelog expo get started identify profiles track events push notifications set up push notifications deep links capture push metrics in app messages set up in app messages in app event listeners updates and troubleshooting troubleshooting changelog flutter quick start guide get started how it works authentication configuration options troubleshooting identify track users identify profiles mobile lifecycle events anonymous activity screen tracking track events location tracking push notifications set up push notifications app groups for push tracking deep links handling multiple push providers capture push metrics android channels in app messages in app messages inline in app messages notification inbox in app event listeners what s new 3 x 4 0 0 3 x 3 5 0 2 x 3 0 0 2 x 2 2 upgrade to flutter 2 x changelog flutter quick start guide get started how it works authentication configuration options troubleshooting identify track users identify profiles mobile lifecycle events anonymous activity screen tracking track events push notifications set up push notifications deep links handling multiple push providers capture push metrics android channels in app messages in app messages inline in app messages in app event listeners what s new 2 x 2 2 upgrade to flutter 2 x changelog flutter get started identify profiles track events update flutter sdk push notifications set up push notifications deep links handling multiple push providers capture push metrics in app messages in app messages in app event listeners updates and troubleshooting update ios troubleshooting changelog settings billing account verification audit logs tasks workspace performance billing how we bill billing for sms messages billing for whatsapp messages ai credits reducing billing overages payment problems canceling your account plan features builder plan your account manage team members how to add team members assign standard roles create assign custom roles access multiple accounts edit account information customize your ui manage your api credentials security best practices two factor authentication single sign on sso account regions us and eu enable experimental features workspaces workspaces in customer io understand timezone conversion case sensitivity and your data search your workspace privacy security session cookies and expiration allowlist our ip addresses customer io gdpr and you security mobile and app store privacy privacy respecting your users privacy ai settings customer io security qualifications troubleshooting troubleshooting login and browser issues create a har file for help troubleshooting releases this page is part of the customer io documentation for the complete documentation index see llms txt messaging segmentation data driven segments md 6 data driven segments updated july 15 2026 data driven segments are groups of profiles that you automatically populate when they meet certain conditions profiles enter the segment when they match the conditions and leave the segment when they stop matching the conditions these kinds of segments help you group profiles according to real time activities create a data driven segment this process explains how to create a segment on the segments page but can also create a segment a group of people who match a series of conditions people enter and exit the segment automatically when they match or stop matching conditions when you create an automation using the they meet conditions option the same basic steps apply there as well if you create a new segment when working on an automation you may want to check your segment before you start the automation just to make sure that your conditions match the right profiles for your automation go to segments click create segment click data driven click untitled at the top to enter a name and description for the segment these help you find the segment both in the list of segments and when selecting the segment in an automation broadcast etc leverage ai to build your segment or manually add the conditions that profiles must meet to join the segment click save changes when you save a data driven segment it takes a bit of time to build and determine the initial membership in the segment the more profiles in your workspace and the more complex your segment conditions the longer it takes to build the initial segment membership you can monitor the build process by clicking in the upper right corner and going to your workspace s task s list segment conditions when you create data driven segments you ll build a set of conditions determining membership in the segment like whether a profile has received a specific message or has a certain attribute profiles matching the conditions enter the segment and they leave the segment when they no longer match those same conditions data you can use in segment criteria you can add segment conditions that include profiles data or messaging data profile data attributes a key value pair that you associate with a person or an object like a person s name the date they were created in your workspace or a company s billing date etc use attributes to target people and personalize messages events relationships forms that profiles have filled out page events events that track when people view pages on your website you can track page view events using our javascript snippet or by sending requests directly to our api devices screens segments messaging data emails slack messages twilio sms webhooks in app messages how to join conditions when you create a segment you start by specifying how to join conditions all or at least one all represents a boolean and where all conditions must be true for a profile to enter the segment at least one is a boolean or requiring only one of your conditions to be true to enter the segment you can also nest conditions using the group option this lets you create complex segmentation logic like condition1 and condition2 or condition3 there is a handle on the left side of each condition or group that you can use to drag and rearrange conditions after you create your segmentation conditions use the handle to move conditions into nested groups that fit your specific logic using and and or conditions in a segment when you create a segment you determine whether a profile needs to match all conditions or at least one condition these reflect and and or logic respectively you can use the group condition to add additional layers of and and or logic within your segment items within the group use the same and or logic here s a walkthrough of using these conditions in a segment while you select the logic when you add a group new groups add another drop down that you can use to change logic within the group note that groups only display their logic the and and or bubbles to the left of the group after you add at least two conditions because you ll need at least two conditions before there s any logical difference between and and or for example the segment below contains profiles that have performed the purchase event and are either new customers created within the last 30 days or spent a minimum dollar amount using json arrays in segments attributes and events can contain complex json arrays objects and arrays of objects you can use json notation to access json in your segment however when you access an array you can provide an index to access a specific item in the array or leave the index blank to match any item in the array for example if you store a profile s shipping addresses in an array of objects call shipping_addresses you could match the city in the first shipping address using shipping_addresses 0 city if you want to match a city value against any object in the array you could use shipping_addresses city if you want to match a value against any property in any value or object in the array you could simply use shipping_addresses when referencing an array of values not a property belonging to an object in an array but the array itself array the equals evaluator works like a contains operator for example if you have an attribute called favorite_foods containing the values pizza fries burgers trying to create a segment where favorite_foods equals pizza would evaluate to true segments with special characters event names and other data you may want to create segments from can include special characters in most cases we ll treat special characters as literal characters is however the following special characters perform regular expression regex functions that look for patterns of characters to treat them as characters not search functions you can escape them with for example 1 otherwise this is how they work special character regex function this is a wild card it represents any character for example s n matches event names sink sun and lesson if you don t place any characters after it ll match the string up to for example si matches reside and sink this represents and it matches both values in a statement you can use it with attribute conditions and event conditions but not event names for example if you wanted to find a profile whose email address contains person and gmail you could write email contains person gmail a few emails this would match on include person gmail com person test gmail com or person2 gmail com because these addresses contain both person and gmail this represents or it lets a person who has performed or not performed either event to enter the segment for example a segment based on hide seek events lets a person who has performed either the hide or seek events to enter the segment use the conditions with contain to use regex to use regular expressions you need to use the contains or does not contain conditions using equals or does not equal will yield no results segments based on object relationships you can relate profiles to objects an object is a non person entity that you can associate with one or more people like a company account or online course things like companies accounts or online courses then you can base segments on these relationships the connection between an object and a person in your workspace for instance if you have account objects people could have relationships to an account if they re admins this provides a way to trigger an automation for everybody at a company or in certain courses when you create a segment use the relationship option to target profiles based on their relationship to one or more objects then you can refine the condition with object or relationship attributes image 1 passed any calculus class in the image above profiles join the segment when they have at least one relationship to a calculus course they ve passed if someone took three calculus courses and passed one but failed the others they are a member of this segment now if you added two separate relationship conditions rather than refining the one we d evaluate the segment differently image 2 in any calculus class and passed any course in this example profiles join the segment when they re related to any calculus course and related to any course they ve passed if someone passed an english class but failed a calculus class they ll still join the segment if you want to evaluate object and relationship attributes for a single object refine the relationship don t separate the conditions to trigger an automation based on every relationship change create relationship triggered automations instead relationship based segments trigger an automation for the first relationship that matches not all relationships that match if that does not suit your use case consider setting up a relationship triggered automation instead segments based on messages you can create a segment of profiles that have engaged with emails slack messages twilio sms webhooks and in app messages when you create your segment you ll select the message type then define your criteria for instance if you chose email you can then include any email in your workspace or search for a specific email to use then you define the behavior you want to target here it s onboarding email 1 has ever been opened by a human note that last part opened by a human we track human and machine metrics for email opens and clicks when creating a segment that includes this data you choose whether to target any data human and machine or only data attributed to profiles segmenting on link clicks containing specific url data if you segment on a message with has ever been clicked on tracked link containing someurldata your segment will only contain profiles that clicked that link after august 9 2025 this is when we began capturing url data from links profiles click bounce based conditions the has ever bounced condition for segments includes both hard and soft bounces hard bounces permanent delivery failures recipient mailbox doesn t exist or is permanently blocked soft bounces temporary delivery failures full mailbox server issues message too large if you see profiles included in your segment that you didn t expect they may have had a soft bounce at some point which still qualifies them for the has ever bounced condition segments based on segments when creating a segment you can include other segments as conditions this helps you reuse the same conditions across multiple segments to save time building them for instance consider who your foundational audience is like profiles that are subscribed and active customers you can create a segment for this group and add it instead of rewriting all the conditions to another segment when creating a new segment click the overview tab under profiles click ...
|
