Segments

Segments group profiles dynamically based on filter criteria. As profiles change, they’re automatically added or removed from segments based on whether they match the criteria. Use segments to organize your brand community, track different groups, and control who can access specific activities and rewards. Navigate to Profiles -> Segments to manage your segments.

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Standard segments

Cevoid provides three pre-defined segments that correspond to the main modules: Standard segments cannot be edited or deleted.

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Custom segments

Create your own segments to group profiles based on any combination of filter criteria. Custom segments can use profile properties, labels, activity completion, tier status, and more.

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Create a segment

1. Navigate to Profiles -> Segments
2. Click Create segment
3. Enter a name for your segment
4. Optional: Add an emoji to make it visually distinct
5. Apply your filter criteria
6. Click Create

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Edit a segment

1. Navigate to Profiles -> Segments
2. Click on the segment you want to edit
3. Apply your new filter criteria
4. Click Save

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Delete a segment

1. Navigate to Profiles -> Segments
2. Click on the segment you want to delete
3. Click Delete
4. Confirm the deletion

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Using segments

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Profiles overview

Segments appear as tabs above the profiles table. Click a segment tab to view only the profiles that match its criteria.

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Restrict activities and rewards

Make an activity or redeemable reward exclusive to specific segments. When restricted, only members who belong to the selected segments can see and access the activity or reward. Learn more in Activities overview and Redeemable rewards.

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Data sharing

When syncing historical profile data to your integrations, you can limit the sync to profiles in specific segments. Learn more in Profile data & event sharing.